Integrate Calendly with Salesforce
Appy Pie Connect allows you to automate multiple workflows between Calendly and Salesforce
- No code
- No Credit Card
- Lightning Fast Setup
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.
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Best ways to Integrate Calendly + Salesforce
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Calendly + Salesforce
Create Lead from Salesforce from Invitee Created to Calendly Read More...When this happens...
Invitee Created
Then do this...
Create Lead
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Calendly + Salesforce
Create Custom Object from Salesforce from Invitee Created to Calendly Read More...When this happens...
Invitee Created
Then do this...
Create Custom Object
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Calendly + Salesforce
Create Contact from Salesforce from Invitee Created to Calendly Read More...When this happens...
Invitee Created
Then do this...
Create Contact
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Calendly + Salesforce
Update Contact in Salesforce when Invitee Created is added to Calendly Read More...When this happens...
Invitee Created
Then do this...
Update Contact
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Calendly + Salesforce
Update Custom Object in Salesforce when Invitee Created is added to Calendly Read More...When this happens...
Invitee Created
Then do this...
Update Custom Object
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Calendly + Salesforce without coding knowledge. Start creating your own business flow.
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Invitee Canceled
Triggers when an invitee cancels a scheduled event. Note: Only works with Calendly Professional or higher accounts.
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Invitee Created
Triggers when an invitee schedules an event. Note: Only works with Calendly Professional or higher accounts.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Custom Object
Modify an existing custom object (of the type you choose).
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Update Record
Updates a existing record.
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How Calendly & Salesforce Integrations Work
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Step 1: Choose Calendly as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Salesforce as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Calendly to Salesforce.
(2 minutes)
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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.
