Automatically synchronize Salesforce leads and create events.
In conjunction with Salesforce, it is possible to set up the following settings for each booking page:
Create a new lead as a new customer,
Create a new action as an existing customer,
Create a new action for a lead or business partner manager.
*We currently do not support individual customers.
💡 When using Account Engagement (formerly Pardot) By integrating Salesforce
Account Engagement (formerly Pardot) forms, users can be automatically routed to the appropriate booking page based on form responses after submission.
Requirements
Jicoo administrator privileges
System administrator of an Enterprise Edition, Performance Edition, Unlimited Edition, or Developer Edition Salesforce organization with API access enabled
*Please click here to check which Salesforce Edition you are using (jump to an external site).
💡 Additional requirements when using Account Engagement (formerly Pardot) form integration
Jicoo Team plan or higher
Jicoo owner permission for the user configuring the integration
How to set up
Enter the necessary information issued by Salesforce in Jicoo and link it.
Please configure the settings on the application linkage settings page of the booking page you wish to link.
If one of the Team Managers or higher on the Team Management sets the settings, all team members will be able to use the application on the booking page.
*If you are using multiple teams, they can be linked to the same Salesforce account.
Pre-configuration on the Salesforce Side (from Spring '26 onwards)
Due to Salesforce specification changes (from Spring '26 onwards), configuration will be performed using "External Client Apps".
Log in to Salesforce with an account that has System Administrator permissions. Click the gear icon in the top right corner and open Setup.
In the menu on the left (Quick Find), enter "External Client" and select External Client App Manager.
Click New External Client App in the top right corner of the screen.
Enter the Basic Information as follows:
External Client App Name: Any string (e.g., Jicoo_App)
API Name: Any string (e.g., Jicoo_App)
Contact Email: Administrator's email address
Distribution State: Select Local
On the screen after creation, click the Settings tab and check Enable OAuth Settings in the "OAuth Settings" section.
Continue to configure the following items:
Basic Information:
Callback URL:
https://api.jicoo.com/v1/integrations/salesforce/auth
OAuth Scopes: Select the following two and add them to "Selected OAuth Scopes":
Manage user data via APIs (api)Perform requests at any time (refresh_token, offline_access)
⚠️ Additional OAuth scope when using Account Engagement (formerly Pardot) form integrationPlease make sure to add the following OAuth scope in addition to the list above.
Manage Pardot services (pardot_api)
App Settings / Flow Enablement:
Check Enable Authorization Code and Credentials Flow. (Important: This setting is required)
Ensure that Require Secret for Web Server Flow and Require Secret for Refresh Token Flow are checked.
After saving the settings, click the Policies tab at the top of the screen and configure the "OAuth Policy" section.
Set Permitted Users to All users may self-authorize and click Save.
Return to the Settings tab and check the "OAuth Settings" section.
The Consumer Key and Consumer Secret will be displayed. Please copy these and keep them safe.
Note: Click the view icon to reveal the "Consumer Secret".
This concludes the pre-configuration on the Salesforce side. Next, please proceed with the settings on the Jicoo side (entering the Key and Secret you just saved).
How to link on Jicoo side
After 10 minutes of setting up Salesforce, open the application integration page without logging out of Salesforce.
*Administrator or higher privileges are required for Salesforce integration.
Copy and paste the "Consumer Key" and "Consumer Secret" that you copied , and click "Connect to Salesforce".
※If the error message "client identifier invalid" is displayed, there is a problem with the consumer key or consumer secret. Please contact Salesforce.
When the Permissions screen appears, click "Allow".
The completion of the linkage will be displayed.
After that, we will enable the functionality for each booking page.
💡 [Optional] Additional Setup for Account Engagement Form Integration When using Account Engagement (formerly Pardot)
form integration, please ensure the following 3 points are completed in addition to the standard Salesforce pre-setup:
Add OAuth scope: Ensure "pardot_api" is added in the connected app settings
Check access permissions: Authenticate with a Salesforce user who has access to Account Engagement
Confirm tenant info: Confirm the target Business Unit (tenant) in advance
For the actual form integration steps, please refer to the dedicated article below.
・About Salesforce Account Engagement (formerly Pardot) Form Integration