Calendly + Salesforce
Calendly takes the work out of updating Salesforce so you can sell more
Overview
When scheduling meetings with new prospects using Calendly, Salesforce automatically creates a new lead, contact or opportunity. If the prospect already exists, the event will simply be added to the existing record.
Your reps will love using the integration to get back more selling time, and management will love that Salesforce data is always accurate without having to chase down their reps for updates.
When scheduling meetings with new prospects using Calendly, Salesforce automatically creates a new lead, contact or opportunity. If the prospect already exists, the event will simply be added to the existing record.
Your reps will love using the integration to get back more selling time, and management will love that Salesforce data is always accurate without having to chase down their reps for updates.
Features + Benefits
Never leave Salesforce
Schedule Calendly meetings for your team without leaving Salesforce
Create events
Create events or tasks on any Salesforce object once a meeting is scheduled
Custom objects
Map information gathered in the booking flow to Salesforce as a custom object to expedite qualifying your leads
View meetings
View upcoming and past meetings from your activities
Track activity
Track and measure activity from Calendly by campaign, time period, meeting type, rep or custom fields
Customization
Customize the integration within Salesforce to align with your current process
HOW IT WORKS
See It In Action
Better together: Calendly + Salesforce integration
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With scheduling hassles and interruptions gone, your day is cleared to do your best work.
Easy access for easy bookings
Share your Calendly link right from your browser, so you can schedule meetings without the back-and-forth
Easy
ahead
We take the work out of connecting with others so you can accomplish more.
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