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.
Calendly + Salesforce
Create eventsCreate events or tasks on any Salesforce object once a meeting is scheduled. Map to custom objectsMap information gathered in the booking flow to Salesforce as a custom object to expedite qualifying your leads. |
|
Route by Salesforce ownershipAutomatically look up, match, and schedule known leads and customers without manual reassignment. Never leave SalesforceSchedule Calendly meetings for your team without leaving Salesforce, and view your upcoming and past meetings from your activites. |
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 |
| Integrating Calendly with Salesforce |
Essential steps to begin your journey with Calendly and Salesforce, including installing the Calendly package in Salesforce. |
| Calendly Salesforce package v2 post-install steps |
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. |
| Default behavior of the Salesforce package |
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. |
| Salesforce integration by group |
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. |
| Salesforce package release notes |
Updates and changes in different versions of the Calendly Salesforce package. |
| Calendly Salesforce package version 2 components |
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. |
| Create a task or case in Salesforce | 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. |
| Update the Salesforce lead owner to match the event owner |
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. |
| Update Salesforce users with managed event links |
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 |
| Filter the Salesforce flow to run on certain conditions |
Set specific conditions for when Calendly's Salesforce flow should operate. |
| Delay the sync between Calendly and Salesforce |
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 |
| Choose how to map Calendly data to Salesforce fields |
Customize the mapping of Calendly data to specific Salesforce fields. |
| Automatically categorize your Calendly events in Salesforce |
Customize your Salesforce flow to automatically categorize your Calendly events within Salesforce. |
| Include the rescheduled status on your Salesforce event |
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 |
| Update the Salesforce lead owner to match the event owner | Ensure Salesforce lead ownership reflects the assigned event owner from Calendly. |
| Assign leads to a specific Salesforce user |
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 |
| Schedule Calendly meetings directly from Salesforce |
Facilitate direct scheduling of Calendly meetings for your team within their Salesforce environment. |
| Syncing Calendly links to Salesforce |
Send your teams Calendly scheduling links to Salesforce for easy access. |
| Syncing additional guests and hosts to Salesforce | 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. |
| Assign leads to a specific Salesforce 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 |
| Set up routing with Salesforce lookup |
Instructions on how to set up routing with Salesforce lookup. |
| Troubleshooting when routing with Salesforce lookup |
Common troubleshooting steps for Calendly's Routing with Salesforce lookup. |
| Routing with Salesforce lookup FAQs |
Common questions and answers related to Calendly Routing with Salesforce lookup. |
| Routing with Salesforce lookup: scenarios and solutions |
Explore various scenarios and solutions when routing with Salesforce lookup. |
| Syncing Calendly routing form responses to Salesforce |
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. |
Need Support? We've got you covered!
From your Calendly account, navigate to the Help section at the bottom left-hand side of the navigation bar. From there, you can:
- Choose Help Center and browse our collection of knowledge base articles.
OR - Select Chat with us and start a conversation with our Support team.
Don't forget to join our vibrant Calendly Community! It's your go-to hub for sharing insights, learning from fellow users, and exploring creative use cases that can inspire your next big scheduling success!