Welcome to our guide on integrating Calendly with Salesforce! We're thrilled to have you here and excited to show you how this integration can supercharge your scheduling and customer relationship management workflows. In this guide, we'll walk you through the step-by-step process of setting up the integration, highlight its key benefits, and provide tips on how to make the most out of this powerful combination of tools. Whether you're a seasoned Salesforce user looking to streamline your scheduling process or new to both Calendly and Salesforce, this guide is designed to help you leverage the full potential of these platforms. Let's dive in!
Overview of the Calendly Salesforce Integration
Calendly’s Salesforce integration can:
- Automatically create and update Salesforce records as invitees schedule meetings
- Send and store Calendly routing form responses in Salesforce
- Send Calendly profile and managed event links to Salesforce
- Sync No-Show status
As Calendly meetings are created or canceled, you can:
- Create and update any Salesforce object (by default, the integration works with leads and events, but this is customizable)
- View upcoming Calendly events from your record’s open activities
- Track canceled and rescheduled events for individual invitees
- Report on activity sourced by Calendly
Calendly's Salesforce integration is designed to give you transparency and control. For more details on default behavior, view Default behavior of the Salesforce package.
