Salesforce
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.
Available with
- Teams Plan
- Enterprise Plan
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
Schedule Calendly meetings for your team without leaving Salesforce, and view your upcoming and past meetings from your activities
Create events
Create events or tasks on any Salesforce object once a meeting is scheduled
Route by Salesforce ownership
Automatically look up, match, and schedule known leads and customers without manual reassignment
Custom objects
Map information gathered in the booking flow to Salesforce as a custom object to expedite qualifying your leads
Track activity
Track and measure activity from Calendly by campaign, time period, meeting type, rep or custom fields
Customization
Customize the integration within Salesforce to align with your current process
HOW IT WORKS
See It In Action
Better together: Calendly + Salesforce integration
Explore Integration Types
With scheduling hassles and interruptions gone, your day is cleared to do your best work.
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