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Calendly + LeanData

Use Calendly with LeanData to keep your Salesforce lead routing consistent and avoid duplicate assignments. This integration helps you align Calendly scheduling data with your existing LeanData routing rules.

For example, you can:

  • Ensure leads booked through Calendly are assigned to the right owner without conflicts.
  • Prevent duplicate routing when Salesforce and Calendly both update lead records.

Before you begin

  • Make sure you’ve connected Calendly to Salesforce. This connection ensures Calendly meeting data flows into Salesforce and triggers can run.
  • Confirm that your LeanData rules are active and configured in Salesforce.
  • Plan to test your setup after configuration to confirm routing behaves as expected.

Configure LeanData with Calendly

Step 1 – Create a routing exclusion in LeanData

If leads flow through many sources but you want to separate Calendly leads, add an exclusion in LeanData.

When someone schedules through Calendly:

  1. Calendly sends meeting data to Salesforce.
  2. Salesforce creates a CalendlyAction record.
  3. This record triggers the CreateEvent flow.
  4. Salesforce updates the lead or event with the CalendlyCreated field.

In LeanData, set your routing rules to skip leads with the CalendlyCreated field. This avoids routing the same lead twice.

Step 2 – Exclude leads already assigned

Calendly automatically assigns the lead to the person they booked with. To prevent duplicate routing, configure LeanData to detect assigned owners and skip those leads.

Step 3 – Add a wait step

To avoid timing issues, insert a brief wait step before LeanData runs its routing rules. This gives Salesforce time to update leads with Calendly data.

  • Recommended wait time: 5–10 minutes.
  • Add the wait step in Salesforce before LeanData begins its flow.
  • Test the configuration to confirm Salesforce and LeanData handle updates correctly.

Disconnect LeanData from Calendly

Because LeanData runs entirely within Salesforce, there’s no direct disconnect step in Calendly. If you need to remove this setup, update your LeanData routing rules in Salesforce to stop excluding or detecting Calendly-created leads.

Troubleshooting

The LeanData integration is built and managed by LeanData, not Calendly. For advanced troubleshooting or feature requests, please reach out to LeanData Support.

Next steps

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