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Salesforce

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Calendly + Salesforce

Calendly tira o trabalho da atualização do Salesforce para que você possa vender mais

Visão geral

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.


Recursos + benefícios

Nunca saia do Salesforce

Nunca saia do Salesforce

Agende reuniões do Calendly para sua equipe sem sair do Salesforce

Criar eventos

Criar eventos

Crie eventos ou tarefas em qualquer objeto do Salesforce depois que uma reunião for agendada

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

Associe as informações reunidas no fluxo de reserva ao Salesforce como um objeto personalizado para acelerar a qualificação de suas oportunidades

Acompanhe a atividade

Acompanhe a atividade

Acompanhe e meça a atividade do Calendly por campanha, período de tempo, tipo de reunião, representante ou campos personalizados

Personalização

Personalização

Personalize a integração dentro do Salesforce para que fique de acordo com seu processo atual

COMO FUNCIONA

Veja-o em ação

Juntos são melhores: Integração do Calendly com o Salesforce

Acesso fácil para reservas fáceis

Compartilhe seu link do Calendly diretamente no navegador, para que você possa agendar reuniões sem as trocas de emails

Compartilhe seu link do Calendly diretamente no navegador, para que você possa agendar reuniões sem as trocas de emails