Calendly + Salesforce
This article serves as a central hub for the Calendly + Salesforce integration. It's designed to help you navigate and maximize the Calendly integration. Explore how to get started, customize Calendly's Salesforce flow, and much more, transforming your approach to CRM.
What you can do with Calendly + Salesforce
- Create events – Automatically create events or tasks on Salesforce records when a meeting is scheduled.
- Map to custom objects – Send booking information to Salesforce custom objects to help qualify leads faster.
- Route by Salesforce ownership – Automatically look up, match, and schedule known leads and customers without manual reassignment.
- Never leave Salesforce – Schedule meetings from Salesforce and view upcoming and past meetings in your activity records.
Integrating Calendly with Salesforce
This section provides essential resources to get started with the Calendly + Salesforce integration. From integration steps to insights about the Calendly Salesforce package, you'll find it all here.
Article | Description |
Essential steps to begin your journey with Calendly and Salesforce, including installing the Calendly package in Salesforce. | |
Key steps to follow after installing the Calendly Salesforce package version 2. | |
How to install the Calendly package in your Salesforce sandbox environment | Steps for installing the Calendly package in a Salesforce sandbox for testing purposes. |
Explore the standard functionalities of the Salesforce integration. | |
Upgrade your Calendly Salesforce package from version 1 to version 2 | Steps to upgrade your Calendly integration to the latest Salesforce package version. |
Steps to limit your Salesforce integration to specific user groups. | |
How to change the authenticated user for your Salesforce account | Instructions for changing the authenticated user linked to your Salesforce account. |
Updates and changes in different versions of the Calendly Salesforce package. | |
Explore the components of the latest Calendly Salesforce package. |
Customizing Calendly's Salesforce flow
Utilize the resources in this section to help you customize Calendly's Salesforce flow to meet your unique business needs.
What you create: Creating specific Salesforce records and tasks in response to Calendly events.
Article | Description |
Create a contact, opportunity, or other object record instead of a lead in Salesforce | Customize Salesforce to create specific record types from Calendly events. |
Learn how to generate tasks or cases in Salesforce based on Calendly scheduling. |
What you update: Updating Salesforce records to reflect changes and responses from Calendly events.
Article | Description |
Update a record in Salesforce with responses from the Calendly booking flow | Learn how to update Salesforce records with information from Calendly scheduled meetings, ensuring existing records like contacts reflect the most recent event details. |
Ensure Salesforce lead ownership reflects the assigned event owner from Calendly. | |
Delete an event record in Salesforce when a Calendly event is canceled or rescheduled | Discover how to adjust your Salesforce CancelEvent flow to automatically delete records of canceled or rescheduled Calendly events. |
Learn how to use managed event links instead of profile links in your Salesforce automations. |
When the flow runs: Controlling when and how the Calendly-Salesforce integration operates.
Article | Description |
Set specific conditions for when Calendly's Salesforce flow should operate. | |
Control the timing of data synchronization between Calendly and Salesforce. |
How data is mapped: Customizing how data from Calendly is mapped and categorized in Salesforce.
Article | Description |
Customize the mapping of Calendly data to specific Salesforce fields. | |
Customize your Salesforce flow to automatically categorize your Calendly events within Salesforce. | |
Track and display rescheduling status in Salesforce events. |
Who owns the record: Assigning and updating record ownership in Salesforce based on Calendly interactions.
Article | Description |
Ensure Salesforce lead ownership reflects the assigned event owner from Calendly. | |
Steps on configuring Salesforce to assign lead ownership based on email matches between Calendly users and Salesforce records. |
Team scheduling in Salesforce with Calendly
The resources found in this section will help improve your team's efficiency and workflows in Salesforce. From syncing additional guests and hosts information to scheduling Calendly meetings without leaving Salesforce, you'll find it all here.
Article | Description |
Facilitate direct scheduling of Calendly meetings for your team within their Salesforce environment. | |
Send your teams Calendly scheduling links to Salesforce for easy access. | |
Steps for including additional guests and hosts details in Salesforce, facilitating team event management. | |
Dynamically referencing Calendly links in Salesforce email templates and buttons | Use merge fields to dynamically reference the right person's Calendly link in Salesforce automations/email templates, automations/email templates in other tools that integrate into Salesforce, and even scheduling buttons. |
Giving credit to the Salesforce user who shares your booking link | Steps to include UTM source parameters and dynamic variables in Salesforce booking links for precise attribution of bookings to the sharing user. |
Steps on configuring Salesforce to assign lead ownership based on email matches between Calendly users and Salesforce records. |
Calendly Routing and Salesforce
Connect prospects and customers to the right team member using Calendly routing forms, while sending and storing form responses in Salesforce, automating creating/updating Salesforce records. For users on our Enterprise plan, use Salesforce lookup to dynamically route to the appropriate account, contact, lead, or opportunity owner, ensuring every prospect and customer is matched with the right representative for their needs.
Article | Description |
Instructions on how to set up routing with Salesforce lookup. | |
Common troubleshooting steps for Calendly's Routing with Salesforce lookup. | |
Common questions and answers related to Calendly Routing with Salesforce lookup. | |
Explore various scenarios and solutions when routing with Salesforce lookup. | |
Guide to send and store responses from Calendly routing forms to Salesforce. | |
Mapping Routing Form responses to a lead record in Salesforce | Steps for mapping Calendly routing form responses to Salesforce leads for better data management. |