Español
EnglishFrançaisEspañolDeutschPortuguês

Salesforce

Salesforce logo

Calendly + Salesforce

Calendly le ahorra el trabajo de actualizar Salesforce para que pueda vender más

Descripción general

Connect to Salesforce CRM

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.

Route leads by Salesforce ownership

Instantly schedule leads that come in via marketing forms based on real time Salesforce assignment status, filtering by deal stage, territory, or other fields in Salesforce as needed.

This ensures existing customers and known leads immediately schedule with the right person on your team without any manual follow up or reassignment.

Sync data based on Calendly Groups

For teams on Calendly’s Enterprise plan, keep data more manageable in Salesforce by syncing Calendly data for specific groups only, like your Sales group. All other meeting and user information stays in Calendly so you don’t have to worry about non-revenue team data in Salesforce.

Connect to Salesforce CRM

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.

Route leads by Salesforce ownership

Instantly schedule leads that come in via marketing forms based on real time Salesforce assignment status, filtering by deal stage, territory, or other fields in Salesforce as needed.

This ensures existing customers and known leads immediately schedule with the right person on your team without any manual follow up or reassignment.

Sync data based on Calendly Groups

For teams on Calendly’s Enterprise plan, keep data more manageable in Salesforce by syncing Calendly data for specific groups only, like your Sales group. All other meeting and user information stays in Calendly so you don’t have to worry about non-revenue team data in Salesforce.


Características + beneficios

No salga nunca de Salesforce

No salga nunca de Salesforce

Programe reuniones de Calendly para su equipo sin salir de Salesforce

Crear eventos

Crear eventos

Crear eventos o tareas sobre cualquier objeto de Salesforce una vez que se haya programado una reunión

Route by Salesforce ownership

Route by Salesforce ownership

Automatically look up, match, and schedule known leads and customers without manual reassignment

Objetos personalizados

Objetos personalizados

Hacer coincidir la información recopilada en el flujo de reserva con Salesforce como objeto personalizado para acelerar la cualificación de sus clientes potenciales

Seguimiento de la actividad

Seguimiento de la actividad

Realizar un seguimiento y medir la actividad de Calendly por campaña, período de tiempo, tipo de reunión, representante o campos personalizados

Personalización

Personalización

Personalice la integración dentro de Salesforce para que se ajuste a su proceso actual

CÓMO FUNCIONA

Verlo en acción

Mejor juntos: integración de Calendly + Salesforce

Acceso fácil para reservas fáciles

Comparta su enlace de Calendly directamente desde su navegador, para que pueda programar reuniones sin tener que cambiar de pestaña

Comparta su enlace de Calendly directamente desde su navegador, para que pueda programar reuniones sin tener que cambiar de pestaña