Integrating Calendly with Salesforce

Overview

In this article, you’ll find a comprehensive overview of getting 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

Calendly requirements

Salesforce requirements

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 - enabling 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.

Steps to connect
  1. From your Calendly account, navigate to the Integrations & Apps page.

  2. Under Sales and CRM, select Salesforce.

    • Note: To test and customize your setup before going live, you can connect your Salesforce sandbox.

  3. Select Connect Salesforce.

  4. Enter your Salesforce credentials, and select Log In.

  5. From the Salesforce Integrations page within Calendly, select Install the Calendly package.

  6. Select Install for All Users, and select Install.

    Salesforce - All users.png

  7. You’ll then need to grant 3rd party access. Select Yes, and then select Continue.

  8. Once installation is complete, select Done.

  9. Once the package is installed, make sure to return to Calendly and select Refresh to complete the connection between Calendly and Salesforce.
    Salesforce - Refresh.png

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.

Post-install steps

Once you’ve installed the Calendly Salesforce package (version 2.3 or higher) from the Salesforce integrations page, we recommend taking the steps detailed in the Calendly’s Salesforce package version 2 post-install steps article so that you can begin testing and customizing the integration behavior.

Customize the package

Calendly's package is completely customizable. Once you install the package, you can make changes to the default flows to suit your needs. 

Some popular customizations include:

  • Updating a lead, contact, or opportunity
  • Filtering the flow to only trigger on certain conditions, such as event type or user
  • Mapping invitee responses in Calendly to fields in Salesforce, such as company

Customize your Salesforce package provides an overview of more ways you can use Calendly and Salesforce.

Schedule a Calendly meeting from Salesforce 

Add custom buttons to your Salesforce instance to schedule a Calendly meeting or send an email directly from Salesforce. 

Routing with Salesforce ownership

Routing with Salesforce ownership allows users to connect forms to event types using either Calendly’s native routing logic or advanced routing logic based on Salesforce objects (Account, Contact, Lead, Opportunity). This can be used in combination with Calendly forms or third-party routing forms such as Marketo, Hubspot, or Pardot.

To use this feature, organizations must be on Calendly’s Enterprise plan, have Salesforce Enterprise or higher edition, and Salesforce admin privileges. For step-by-step setup instructions, check out Set up routing with Salesforce lookup

Note

For more information about our Salesforce integration, check out Calendly + Salesforce