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.
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
Calendly + SalesforceCreate Lead from Salesforce from Invitee Created to Calendly Read More...
Calendly + SalesforceCreate Custom Object from Salesforce from Invitee Created to Calendly Read More...
Calendly + SalesforceCreate Contact from Salesforce from Invitee Created to Calendly Read More...
Calendly + SalesforceUpdate Contact in Salesforce when Invitee Created is added to Calendly Read More...
Calendly + SalesforceUpdate Custom Object in Salesforce when Invitee Created is added to Calendly Read More...
It's easy to connect Calendly + Salesforce without coding knowledge. Start creating your own business flow.
Triggers when an invitee cancels a scheduled event. Note: Only works with Calendly Professional or higher accounts.
Triggers when an invitee schedules an event. Note: Only works with Calendly Professional or higher accounts.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
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.
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.
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.