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Beh12017
Community Member
June 11, 2024
Question

Calendly - Salesforce integration issue

  • June 11, 2024
  • 1 reply
  • 146 views

I have integrated Calendly with our Salesforce, currently we are testing to make sure it fits our needs. However, new meetings are not creating any leads or contacts on Salesforce. Can you please let us know if we are missing anything?

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1 reply

Kelsi
Kelsi
CalPal Emeritus
June 11, 2024

Hey there @Beh12017 -- thanks for posting!

While I cannot see your Salesforce > Calendly integration in order to tell you what you might or might not be missing, I can certainly provide you with helpful info for you to go over and compare to what you have setup! Let’s go from there.

First, check out these resources: 

Calendly + Salesforce

Create a contact, opportunity, or other object record instead of a lead in Salesforce

Create a task or case in Salesforce

Note: the first hyperlinked article includes tables full of articles that go into depth about our Salesforce integration and different things you can do with it, troubleshooting steps, the works. 

Check those out, and let us know if you aren’t able to figure out what’s wrong!

I hope this helps!

Kelsi - Calendly Community
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