On Calendly's Salesforce package 2.7, we've added a new object and flow template to help with seamless integration into your tech stack.
- The object contains a summary of the meeting notes and link to the full meeting recap (when a Calendly event uses the Notetaker).
- When the flow is active, meeting notes from the Calendly event will be synced to the “event description” field on the Salesforce event record.
If you are not on 2.7, you can upgrade to the current version by visiting your Salesforce integrations page and selecting the banner to upgrade.
For more information about our Salesforce Integration and setup, visit the Calendly + Salesforce page in our Help Center.
Want to learn more?
See the Meeting Recaps article collection.