Integrating Salesforce with Calendly

 

Automatically create or update Salesforce records as events are booked so your sales team moves even faster

Integrate Salesforce with Calendly so as events are created or canceled to:

  • Automatically create or update leads, contacts, and opportunities

  • Automatically create events or perform tasks on any standard Salesforce (SFDC) object

  • View upcoming Calendly events from a record's open activities

  • Track an invitee's canceled and rescheduled events

  • Report Calendly booking activities

Also customize the flow

The flow is entirely customizable to meet your organization's specific needs. For more information see Customizing Calendly's Salesforce flow