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Integrate Calendly with Salesforce

Appy Pie Connect allows you to automate multiple workflows between Calendly and Salesforce

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About Calendly

Calendly is the simplest way to organize your calendar and show availability online. With Calendly, you can book meetings easily and seamlessly, synching your calendar with colleagues' calendars to send meeting requests and make scheduling easy.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best ways to Integrate Calendly + Salesforce

  • Calendly Integration Salesforce Integration

    Calendly + Salesforce

    Create Lead from Salesforce from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Salesforce Integration Create Lead
  • Calendly Integration Salesforce Integration

    Calendly + Salesforce

    Create Custom Object from Salesforce from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Salesforce Integration Create Custom Object
  • Calendly Integration Salesforce Integration

    Calendly + Salesforce

    Create Contact from Salesforce from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Salesforce Integration Create Contact
  • Calendly Integration Salesforce Integration

    Calendly + Salesforce

    Update Contact in Salesforce when Invitee Created is added to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Salesforce Integration Update Contact
  • Calendly Integration Salesforce Integration

    Calendly + Salesforce

    Update Custom Object in Salesforce when Invitee Created is added to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Salesforce Integration Update Custom Object
  • Calendly Integration {{item.actionAppName}} Integration

    Calendly + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Calendly + Salesforce in easier way

It's easy to connect Calendly + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • Invitee Canceled

    Triggers when an invitee cancels a scheduled event. Note: Only works with Calendly Professional or higher accounts.

  • Invitee Created

    Triggers when an invitee schedules an event. Note: Only works with Calendly Professional or higher accounts.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Calendly & Salesforce Integrations Work

  1. Step 1: Choose Calendly as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Calendly to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Calendly and Salesforce

Salesforce is a cloud-based company that provides a CRM, or customer relationship management, platform to businesses. Calendly is a scheduling top that allows users to schedule meetings with others. Calendly also helps businesses set up meetings for their sales representatives and clients by providing an easy-to-use interface for booking meetings. Salesforce and Calendly have been working together since March 2016, and in the past year, the number of organizations using Calendly has increased from 15,000 to more than 500,000. The integration of these two products has created many benefits for both companies’ users.

Integration of Calendly and Salesforce

The integration of Salesforce and Calendly allows users of both platforms to share calendars directly within Salesforce, which helps streamline meeting requests and scheduling. It also allows users to view availability instantly when they request meetings with other Salesforce users. Additionally, it allows users to see all upcoming meetings on their calendars within Salesforce, making it easier than ever to plan their schedules. Users can also send meeting requests directly from Calendly to Salesforce, which will automatically update the recipient’s calendar with an appointment. Additionally, users can choose to send meeting requests via email or use Calendly’s smart calendar widget to send meeting requests directly from the website of their recipient.

Benefits of Integration of Calendly and Salesforce

The integration of Calendly and Salesforce has provided several benefits for both companies’ users. The integration has made it easier for employees at both companies to manage their calendars and meet with other employees or sales representatives, whether they are located in different offices or work remotely. Workers are able to coordinate their schedules more efficiently, which can save time and money for the company. For example, if an employee books a meeting with someone from another department, they can attend the meeting no matter where they are located. This can increase productivity as well as make it easier for workers to communicate with each other, which helps make meetings more productive.

Calendly is a popular online scheduling service that is used by some of the largest companies in the world, including Facebook, Amazon, and Intuit. In addition to providing a convenient way for individuals and companies to schedule meetings online, it also allows users to create unlimited meeting templates. The integration of Calendly and Salesforce makes it easier than ever for customers to book meetings with sales representatives and employees at companies who use both platforms. This integration has made it simpler for users of both services to manage their schedules and attend meetings with one another.

The process to integrate Calendly and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.