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