Salesforce + Xola Integration

Integrate Salesforce to Xola in one click, or tell Integrately AI how you want each booking handled. Capture booking details, create Salesforce records, update your CRM, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Xola
    Booking is created in Xola Instant
  • Xola
    Booking is cancelled in Xola Instant
  • Xola
    Booking is updated in Xola Instant
  • Xola
    Listing is created in Xola Instant
  • Xola
    Listing is updated in Xola Instant
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2.
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
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    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
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    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
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    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 Salesforce + Xola Integration

Capture bookings, create CRM records, update contacts, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Xola + Salesforce Integration

Create Salesforce record for new Xola booking

With this Xola - Salesforce integration, whenever a new Xola booking is placed, a new Salesforce record will be created for it. This simple automation will help you keep track of your bookings 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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Xola + Salesforce Integration

Create Salesforce contact from new Xola booking

As an online store owner, you're likely using Xola 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 Xola with Salesforce? This integration will allow you to automatically create a contact for each new booking 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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Xola + Salesforce Integration

Create Salesforce task for new Xola listing

Creating a task in Salesforce for every listing created in Xola can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking listing details and assignments. Since Xola is often used to manage large or multi-day events, having Salesforce record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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Connect more apps to your Salesforce + Xola flow

Send booking data straight to your email lists, calendars, and spreadsheets the moment a reservation comes in. Pick a combination and activate it in one click.

Salesforce
Xola
+
MailchimpMailchimp (4)
+
Google CalendarGoogle Calendar (3)
+
ShopifyShopify (3)
+
StripeStripe (3)
+
SlackSlack (3)
+
QuickBooks OnlineQuickBooks Online (3)
X
S
M
Add every new Xola booking contact to Salesforce, and subscribe them to your Mailchimp audience.
New Xola bookings instantly create a contact in Salesforce and add a subscriber in Mailchimp, removing manual data entry.
X
S
M
When a Xola booking is updated, update the matching Salesforce contact, and update subscriber details in Mailchimp.
Booking modifications in Xola automatically update your Salesforce contact and Mailchimp audience records.
X
S
M
If a new Xola booking is VIP tier, create a priority Salesforce contact and add them to your VIP Mailchimp list.
VIP reservations in Xola trigger priority Salesforce records and specialized Mailchimp audience tagging.
X
S
C
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Use ChatGPT to summarise every new Xola booking note, create a Salesforce task with the summary, and add the customer to Mailchimp.
ChatGPT processes Xola booking notes into actionable Salesforce tasks while adding the customer to Mailchimp.

Supported triggers and actions for Salesforce and Xola

Mix and match to build the exact automation you need

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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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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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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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
Try it →
Xola
Xola Triggers & Actions
Instant
Booking is created in Xola
Triggers the automation when a new booking is created
Try it →
Instant
Booking is cancelled in Xola
Triggers the automation when a Booking is cancelled
Try it →
Instant
Booking is updated in Xola
Triggers the automation when a booking is updated
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Instant
Listing is created in Xola
Triggers the automation when a new listing is created
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Instant
Listing is updated in Xola
Triggers the automation when any listing is modified
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No action is available

What can you automate with Salesforce + Xola?

Streamline your tour operations by connecting Xola booking events directly to your Salesforce CRM records.

What you can automate?
🔄
Sync Xola bookings to Salesforce records automatically
Every new reservation created in Xola immediately generates a corresponding contact or record in Salesforce, removing the need for manual data entry and ensuring your CRM stays up to date.
📋
Capture every submitted booking field
Map customer names, contact emails, phone numbers, and booking notes directly into separate Salesforce fields instead of losing valuable details in unstructured text.
🔔
Alert your team instantly upon booking
Notify your staff or sales channel the moment a new tour reservation or cancellation occurs, ensuring prompt follow-ups and seamless operational coordination.
🔀
Route records based on booking criteria
Apply conditional rules to sort incoming reservations based on ticket tier or booking value, routing VIP clients to priority Salesforce pipelines automatically.
📝
Keep Salesforce updated when bookings change
Automatically update existing Salesforce contacts and opportunities whenever a guest modifies their tour schedule or updates their personal information in Xola.
🔍
Prevent duplicate records with smart matching
Search existing Salesforce records before creating new entries, ensuring repeat customers update their current profile rather than generating duplicate database clutter.
📅
Handle later status changes and cancellations
Process booking cancellations and tour completions instantly by updating Salesforce opportunity stages from active pipeline to closed lost or won.
🔗
Extend flows to connected third-party tools
Trigger downstream actions in Slack or email marketing platforms following a successful Xola booking event to keep all departments aligned.
And much more...

Who is Salesforce + Xola integration for?

Tour operators and event managers relying on Salesforce and Xola need seamless data synchronization to eliminate manual booking entry errors.

Performance marketers
Performance marketers
Support teams
Support teams
Client success managers
Client success managers
Booking coordinators
Booking coordinators
Sales representatives
Sales representatives
Operations managers
Operations managers
📈
Performance marketers
You're tracking customer interactions in Salesforce, but booking payments stay locked in Xola until someone manually exports them, so the pipeline reports you review are always outdated — automating both apps means every new reservation updates your CRM records instantly.
🚨
Support teams
You're monitoring customer inquiries in Salesforce, but cancellation notifications remain trapped in Xola until staff check the dashboard, so urgent schedule changes get discovered too late — connecting these apps means every booking update alerts your team immediately.
🤝
Client success managers
You're managing client onboarding in Salesforce, but tour reservation statuses aren't visible across platforms, so stakeholders asking for progress updates get delayed answers — automating both apps means your records reflect accurate booking milestones at all times.
Booking coordinators
You're manually copying reservation details from Xola into Salesforce daily, but high booking volumes during peak season create a massive backlog, so customer records contain frequent transcription errors — this integration means every booking populates your CRM automatically.
💼
Sales representatives
You're following up on leads stored in Salesforce, but inbound Xola reservations sit waiting for administrative sorting before reaching your pipeline, so prospective clients experience frustrating follow-up delays — with this integration, new bookings create CRM contacts instantly.
🗂️
Operations managers
You're auditing customer histories inside Salesforce, but fragmented booking data leaves missing gaps between reservation systems and CRM logs, so compliance reports remain incomplete — connecting these apps means every interaction creates a reliable, permanent audit trail.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Salesforce + Xola

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

1,500+ apps connected
1,500+ apps connected
Connect Salesforce + Xola 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?

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Automation is ready
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Frequently Asked Questions

How do I connect Salesforce to Xola?
Frequently Asked Questions
You can connect Salesforce to Xola in one click using ready-made templates on Integrately, or ask Integrately AI to build your workflow. It links seamlessly with Mailchimp, Google Calendar, Slack, and 1,500+ other apps.
Can I automatically create Salesforce contacts from new Xola bookings?
Frequently Asked Questions
Can I connect Salesforce, Xola, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and Xola?
Frequently Asked Questions
How are records updated in Salesforce when a Xola booking changes?
Frequently Asked Questions
How do Xola booking cancellations affect Salesforce opportunities?
Frequently Asked Questions
Do I need coding skills to automate Salesforce and Xola?
Frequently Asked Questions
Is the Salesforce and Xola integration free?
Frequently Asked Questions
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You Can Also Connect Salesforce or Xola With 1500+ Other Apps

Salesforce
Popular Salesforce Integrations
Connect Salesforce with customer support, billing, and email marketing platforms to manage your client relationships effectively.
Xola
Popular Xola Integrations
Sync Xola with calendar, communication, and spreadsheet tools to keep tour bookings and operations organized.
See All
Xola Integrations arrow right
No popular apps found