Calendly + Salesforce

Calendly takes the work out of updating Salesforce so you can sell more

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Calendly + {%Salesforce%}

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

Never leave Salesforce

Schedule Calendly meetings for your team without leaving Salesforce

Create events

Create events

Create events or tasks on any Salesforce object once a meeting is scheduled

Custom objects

Custom objects

Map information gathered in the booking flow to Salesforce as a custom object to expedite qualifying your leads

View meetings

View meetings

View upcoming and past meetings from your activities

Track activity

Track activity

Track and measure activity from Calendly by campaign, time period, meeting type, rep or custom fields

Customization

Customization

Customize the integration within Salesforce to align with your current process

HOW IT WORKS

See It In Action

Better together: Calendly + Salesforce integration

Calendly + Salesforce

Easy access for easy bookings

Share your Calendly link right from your browser, so you can schedule meetings without the back-and-forth

Start for freeTalk with Sales

Easy
ahead

We take the work out of connecting with others so you can accomplish more.

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