In this article, we'll go over how to get started with our Salesforce integration. From installing the package, what to expect from the package, customizing your package, and scheduling meetings from Salesforce, you’ll find it all here.
Before you begin
- You must use Salesforce Enterprise edition or higher.
- You must be a Salesforce Admin, or have permissions to Author Apex and Modify All Data.
What the package does
Calendly’s Salesforce integration can automatically create and update Salesforce records as invitees schedule meetings, send and store Calendly routing form responses in Salesforce, and send Calendly profile and managed event links to Salesforce mapped to the correct Salesforce user. This allows you to enable merge fields for sharing the right person's Calendly link in automations/email templates.
As Calendly meetings are created or canceled, you can:
-
Create and update any Salesforce object
- By default, the integration works with leads and events, but this is customizable
- View upcoming Calendly events from your record’s open activities
- Track canceled and rescheduled events for individual invitees
- Report on activity sourced by Calendly
Calendly's Salesforce integration is designed to give you transparency and control. For more details on default behavior, view Default behavior of the Salesforce package.
How to integrate with Salesforce
Follow the steps below to install the Calendly package in your Salesforce instance and integrate your Salesforce account with Calendly.
-
From your Calendly account, navigate to the Integrations & Apps page.
-
Under Sales and CRM, select Salesforce.
-
Note: To test and customize your setup before going live, you can connect your Salesforce sandbox.
-
-
Select Connect Salesforce.
-
Enter your Salesforce credentials, and select Log In.
-
From the Salesforce Integrations page within Calendly, select Install the Calendly package.
-
Select Install for All Users, and select Install.
-
You’ll then need to grant 3rd party access. Select Yes, and then select Continue.
-
Note: Once granted, you’ll see Calendly’s Salesforce package version 2 post-install steps.
-
-
Once installation is complete, select Done.
-
Once the package is installed, make sure to return to Calendly and select Refresh to complete the connection between Calendly and Salesforce.
Note: If you see an error during installation, you may be using the Group or Professional edition of Salesforce. Your Salesforce edition must be Enterprise or higher to integrate via web service API.
For users currently on v1 of our Salesforce package, check out our How to upgrade your Calendly Salesforce package from version 1 to version 2 article.
What to do next
Note
For more information about our Salesforce integration, check out Calendly + Salesforce.