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Send custom field data from SFDC to Calendly

  • May 5, 2026
  • 1 reply
  • 34 views
C

After looking through the Help Center, it doesn’t appear that there’s a way to send data from a custom field in Salesforce to a form in Calendly. For example, we schedule onboarding meetings based off of products purchased on an opportunity. We have a Calendly form that asks the user to check off the products needing to be onboarded. Ideally, that user would click the Scheduling link we have on our Opportunity records, and that product data would populate in that Product field in the Calendly form. Is such a thing possible with the out of the box SFDC<>Calendly integration?

1 reply

T
Employee
  • Tessa0991
  • Employee
  • June 9, 2026

Hi there,

 

This is a great question. You can generate a booking link from within Salesforce that pulls current Opportunity record information into custom question field. From my understanding, your use case is: 

  1. From an Opportunity record in Salesforce, click schedule event
  2. A Calendly scheduling page is opened with the product pulled from the Opportunity record into the Calendly booking form (as a custom question)

To  do this, you will setup your scheduling button following the steps here (https://calendly.com/help/how-to-schedule-calendly-meetings-from-salesforce) and then assign the Opportunity field to one of the custom question parameters (a1, a2, etc).

Information on how to prefill the booking page can be found here: https://calendly.com/help/how-to-pre-fill-invitee-information-in-your-calendly-link.

 

For example, your booking URL formula would be:

https​:​//calendl​y.com/your​name/meeti​ng?a1={!Opportunity.Product__c}

 

These two resources should help with the build. Please let me know if I’ve misunderstood the use case. 

 

Thank you, 

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