Key Updates

You can now integrate forms from Salesforce's MA tool, "Salesforce Account Engagement (formerly Pardot)", with Jicoo booking pages.

Immediately after capturing a lead via a website form, you can seamlessly display a booking calendar for meetings or interviews without requiring a page transition. Customer information entered in the form (such as name and email address) is automatically carried over to Jicoo. This eliminates the need for double data entry by the customer and helps prevent "hidden opportunity loss" from lead generation to deal conversion.

What's New

• You can now connect and configure "Salesforce Account Engagement (formerly Pardot)" from the Integration Settings on the admin dashboard.
• Added a "Data Mapping" feature that links form responses to Jicoo booking fields, automatically carrying over the entered data.
• You can now generate an embed code to seamlessly display the booking calendar on the form completion screen without any page transitions.
• Everything from Salesforce integration authentication to form selection and field mapping can now be configured intuitively with no-code settings.

Help

For initial setup, click here.

For form integration details, click here.