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Troubleshooting Salesforce integration

Having trouble syncing events between Calendly and Salesforce? Use this guide to fix common issues and get your integration working again.

Events aren’t syncing to Salesforce

If no events are showing up in Salesforce, follow these steps:

Step 1 – Check your integration status

  1. Open your Salesforce Integration Page in Calendly.
  2. Look at the Status:
    • If it says Broken, check your email for a Salesforce flow error message.
    • If it says Good, move to the next step.

Step 2 – Turn on "Push New Events to Salesforce"

  1. Stay on the Salesforce Integration Page.
  2. Make sure Push New Events to Salesforce is switched on.
  3. If it’s off, turn it on and try booking a new event.

Step 3 – Make sure your Salesforce flows are active

  1. In Salesforce, go to Setup > Flows.
  2. Switch the view to All Flows.
  3. Filter by Package Name = Calendly.
  4. Make sure these flows are active:
    • CreateEventTemplate
    • CancelEventTemplate
    • Get Event Attendee Template (v2.5+)
    • Create Event Attendee Template (v2.5+)

Using custom flows? Be sure to turn off the original ones and turn on your custom versions.

Step 4 – Test with a booking

Book a test event using your team's Salesforce training process. Then check if it syncs to Salesforce.

Step 5 – Look for CalendlyAction records

  1. In Salesforce, open the CalendlyAction tab.
  2. Sort by Created Date (descending).
  3. Find a record that matches your test booking.
    • If you see it: The connection is working. You may need to fix your Salesforce flow.
    • If not: Go back and check your connection status.

Some events aren’t syncing

If only certain events are missing, try this:

Step 1 – See what you’re syncing

  1. Go to the Salesforce Integration Page.
  2. Check if Calendly is syncing:
    • Events from your entire org, or
    • Only from certain groups

If syncing by group, make sure the missing events are from users in those groups.

Step 2 – Create a test event

  1. Book a new event for a user whose event is missing in Salesforce.
  2. Search for the test event in Salesforce.
    • If it shows up: Continue to the next step.
    • If not: Skip to Step 4.

Step 3 – Check event assignment

Make sure the event is assigned to the right Salesforce user.

If it's not, go to the next section: Events assigned to the wrong user.

Step 4 – Check for flow errors

If you received a Salesforce flow error email, review the flow logic or your event type settings.

Step 5 – Review entry conditions

If you're using a custom flow:

  • Look under Object: CalendlyAction
  • Check the Entry Condition. If it's not set to "None," it could be blocking the event.

Events are assigned to the wrong user

If events appear in Salesforce but are assigned to the wrong user:

Step 1 – Make sure the event exists

First, confirm that the event is syncing. If not, go back to the Some events aren’t syncing section.

Step 2 – Match the user’s email

  1. In Salesforce, go to Setup > Users.
  2. Check if the user’s email matches their Calendly email.
    • If not, update the Salesforce email and test again.

Step 3 – Look for duplicates

Search Salesforce for other users with the same email address.

Duplicate users can cause incorrect assignments. If needed, update or remove the extra user, or adjust your flow logic.

You can also manually assign the event to the correct user in Salesforce.

Integration won’t connect or install

Step 1 – Use the correct domain and user

Open an incognito browser window to avoid auto-login problems.

If your company uses a custom domain:

  1. On the login screen, select Use Custom Domain.
  2. Enter your domain and login info.

Getting an “Oops! Something went wrong” error?

This may mean Calendly is blocked. Ask your IT team to unblock the OAuth app.

Step 2 – Update OAuth settings in Salesforce

  1. Go to Setup > OAuth and OpenID Connect Settings in Salesforce.
  2. Turn off PKCE Extension, then try again.

Step 3 – Confirm your permissions

To connect Calendly to Salesforce, you need:

  • A Salesforce Enterprise edition or higher
  • Admin permissions

Step 4 – Refresh the connection

  1. Open your Salesforce Integration Page in Calendly.
  2. Select Disconnect.
  3. Reconnect using the correct user credentials.

Need Support? We've got you covered!

Every paid subscription includes Calendly Standard Support. However, only owners and authorized admins from your company can make certain account requests. Log in to Calendly and navigate to the Help section where you can:

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