Rezdy + Salesforce Integration

Integrate Rezdy to Salesforce in one click, or tell Integrately AI how you want each booking handled. Sync bookings and guest details, update your CRM records, alert your team, and manage follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Rezdy
    Order is created in Rezdy Instant
  • Rezdy
    Order is updated in Rezdy Instant
  • Rezdy
    Order is canceled in Rezdy Instant
  • Rezdy
    Customer is created in Rezdy Instant
  • Rezdy
    Product is created in Rezdy Instant
  • Rezdy
    Product is updated in Rezdy Instant
  • Rezdy
    Product is deleted in Rezdy Instant
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Rezdy + Salesforce Integration

Sync bookings, create CRM records, update guest details, track new customers, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Rezdy + Salesforce Integration

Create Salesforce contact from new Rezdy contact

If you're an ecommerce business owner who uses Rezdy to power your online store, you'll be happy to know that when a new contact is created in Salesforce, this automation will automatically create a contact in Rezdy.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Rezdy + Salesforce Integration

Create Salesforce record for new Rezdy order

With this Rezdy - Salesforce integration, whenever a new Rezdy order is placed, a new Salesforce record will be created for it. This simple automation will help you keep track of your orders and make sure that each one is processed properly.

You can even customize your Salesforce spreadsheet to include whatever information you need, such as customer contact information, order details, and shipping information. This automation will save you time and ensure that your business runs smoothly.
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Rezdy + Salesforce Integration

Create Salesforce contact from new Rezdy order

As an online store owner, you're likely using Rezdy to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Rezdy with Salesforce? This integration will allow you to automatically create a contact for each new order in Salesforce.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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  • 1of3
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Rezdy + Salesforce flow

Connect popular billing, marketing, and support tools to extend your booking and CRM automation. Pick a combination and activate it in one click.

Rezdy
Salesforce
+
StripeStripe (2)
+
MailchimpMailchimp (1)
+
QuickBooks OnlineQuickBooks Online (1)
+
SlackSlack (1)
+
Google CalendarGoogle Calendar (1)
+
ZendeskZendesk (1)
R
S
S
Create a Stripe customer for every new Rezdy order, create a Salesforce record, and notify your finance team in Slack
Stripe customers are created automatically from new Rezdy orders while Salesforce records update instantly, keeping payment and CRM data unified.
R
S
S
Generate a Stripe payment link when a Rezdy order is created, update the Salesforce record, and record the transaction
Generate payment links instantly from Rezdy bookings and update your Salesforce records without manual cross-referencing.

Supported triggers and actions for Rezdy and Salesforce

Mix and match to build the exact automation you need

Rezdy
Rezdy Triggers & Actions
Instant
Order is created in Rezdy
Triggers the automation when a new order is created
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Instant
Order is updated in Rezdy
Triggers the automation when any order is updated
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Instant
Order is canceled in Rezdy
Triggers the automation when an order is canceled
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Instant
Customer is created in Rezdy
Triggers the automation when a new customer is created
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Instant
Product is created in Rezdy
Triggers the automation when a new product is created
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Instant
Product is updated in Rezdy
Triggers the automation when a product is updated
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Instant
Product is deleted in Rezdy
Triggers the automation when a product is deleted
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No action is available
Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Rezdy + Salesforce?

Streamline your booking management and CRM updates with powerful, ready-made automation workflows.

What you can automate?
🔄
Sync every new Rezdy order to Salesforce
Automatically create a Salesforce record the moment a customer completes a booking in Rezdy. Eliminate manual data entry and keep your CRM updated.
📋
Capture complete guest and order details
Map all submitted booking fields, guest names, and product info straight into Salesforce. Ensure your database holds every relevant detail.
🔔
Notify your team instantly on Slack
Alert your sales or operations channel the second a new booking or customer is created in Rezdy. Keep everyone informed in real time.
🔀
Route opportunities based on order value
Create high-value opportunities in Salesforce for premium bookings while logging standard orders as regular leads. Tailor your workflow to specific criteria.
📝
Keep CRM records updated on order changes
Automatically update Salesforce records whenever an existing Rezdy order is modified or updated. Prevent outdated guest information.
👤
Manage customer profiles seamlessly
Create or update Salesforce contacts whenever a new customer profile is registered in Rezdy. Maintain clean and unified customer data.
Handle order cancellations automatically
Update Salesforce records or trigger cancellation workflows the moment an order is canceled in Rezdy. Keep your pipeline accurate.
✉️
Extend workflows with Mailchimp or Slack
Connect your Rezdy and Salesforce core flow to third-party apps like Mailchimp or Slack for automated team alerts and marketing updates.
And much more...

Who is Rezdy + Salesforce integration for?

Tour and activity operators, sales managers, and booking coordinators use this integration to eliminate manual data entry and keep customer records instantly updated.

Booking managers
Booking managers
Sales reps
Sales reps
Operations teams
Operations teams
Customer support agents
Customer support agents
Finance coordinators
Finance coordinators
Account executives
Account executives
📈
Booking managers
You're reviewing daily bookings in Rezdy but your CRM figures only update when someone manually exports records, so the guest counts you're tracking against are always a few hours behind — with this integration, every new order lands in Salesforce instantly and your data stays current.
Sales reps
You need to follow up with new tour participants immediately, but leads sit waiting in booking emails until someone copies them over — this integration means every customer submission flows directly into Salesforce so you can reach out while interest is high.
📊
Operations teams
You manage guest lists and tour inventory across separate platforms, but manual updates lead to mismatched schedules and guest confusion — connecting these apps means every order status change updates your records automatically.
💬
Customer support agents
You handle customer queries about booking modifications without seeing the latest reservation history in your CRM — automating both apps means guest order updates appear in Salesforce before anyone calls in.
💰
Finance coordinators
You reconcile booking payments and customer invoices by hand every week, creating costly delays in your financial reporting — with this integration, every transaction detail syncs directly to your CRM accounts.
🎯
Account executives
You depend on upstream booking teams to hand over customer details before you can assign accounts, slowing down your pipeline — automating both apps means every new customer creates a ready Salesforce record instantly.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Rezdy + Salesforce

Build and manage your Rezdy + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Rezdy + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Rezdy to Salesforce?
Frequently Asked Questions
You can connect Rezdy to Salesforce in one click using pre-built workflows on Integrately, or ask Integrately AI to build the custom automation and map the fields for you.
Can I automatically create Salesforce records when a new Rezdy order is placed?
Frequently Asked Questions
Can I connect Rezdy, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Rezdy and Salesforce?
Frequently Asked Questions
How are Rezdy orders and customer data handled during synchronization?
Frequently Asked Questions
How are Salesforce records updated when booking details change?
Frequently Asked Questions
Do I need coding skills to automate Rezdy and Salesforce?
Frequently Asked Questions
Is the Rezdy and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect Rezdy or Salesforce With 1500+ Other Apps

Rezdy
Popular Rezdy Integrations
Connect Rezdy to CRMs, email marketing tools, and messaging platforms to manage and follow up on your bookings.
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Rezdy Integrations arrow right
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Salesforce
Popular Salesforce Integrations
Sync Salesforce with accounting, project management, and reporting tools to keep business data working across your stack.