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Customize Calendly's Salesforce flow

February 21, 2023 22:21

Who can use this feature?

This feature is in

Available on

  1. Enterprise
  2. Teams

Available to

Calendly’s Salesforce integration can automatically create and update Salesforce records as invitees schedule meetings, and send Calendly profile links to Salesforce mapped to the correct Salesforce user. However, a Salesforce admin can customize the flow to achieve different outcomes.

To customize...

What you create

  • Create a contact, opportunity, or other object record instead of a lead in Salesforce
  • Create a task or case in Salesforce

What you update

  • Update a record in Salesforce with responses from the Calendly booking flow
  • Update the Salesforce lead owner to match the event owner
  • Delete an event record in Salesforce when a Calendly event is canceled or rescheduled
  • Update Salesforce users with managed event links

When the flow runs

  • Filter the Salesforce flow to run on certain conditions
  • Delay the sync between Calendly and Salesforce

How data is mapped

  • Choose how to map Calendly data to Salesforce fields
  • Automatically categorize your Calendly events in Salesforce
  • Include the rescheduled status on your Salesforce event

Who owns the record

  • Update the Salesforce lead owner to match the event owner
  • Assign leads to a specific Salesforce user

Easy
ahead

We take the work out of connecting with others so you can accomplish more.

Easy
ahead

We take the work out of connecting with others so you can accomplish more.

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