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Salesforce

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Calendly + Salesforce

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

Overview

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.


Features + Benefits

Never leave Salesforce

Never leave Salesforce

Schedule Calendly meetings for your team without leaving Salesforce, and view your upcoming and past meetings from your activities

Create events

Create events

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

Route by Salesforce ownership

Route by Salesforce ownership

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

Custom objects

Custom objects

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

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

See It In Action

Better together: Calendly + Salesforce integration

Easy access for easy bookings

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

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