Salesforce
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.
Disponible con
- Plan de equipos
- Plan empresarial
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
CÓMO FUNCIONA
Verlo en acción
Mejor juntos: integración de Calendly + Salesforce
Explorar los tipos de integración
Al eliminar los inconvenientes e interrupciones relacionados con la programación de reuniones, su día estará libre para centrarse en lo más importante.
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