Choose how to map Calendly data to Salesforce fields

Overview

You can map Calendly event data to standard or custom fields in Salesforce objects, so you can view Calendly data in your preferred fields. 

Example use case

You may ask your invitee what company they work for in your Calendly booking form, and then map their response to the Company field on the lead record in Salesforce. 

 

 

To view what kind of Calendly data you can map

  1. From your Salesforce Setup, search Object Manager. Select the Object Manager result.
  2. Select the CalendlyAction Object. 
  3. Select Fields & Relationships. From here, you can view the fields included in the package. 
SF__Calendly_fields.png

Note: Calendly data will differ slightly depending on your package version. For version 2, you'll have fields for 10 invitee custom responses, location, and Is rescheduled. For version 1.11, you'll have 4 invitee custom responses. Your Salesforce Integration page will tell you what version you're using. 


To map Calendly data to fields in Salesforce objects

Version 2 Version 1.11
  1. In Salesforce Setup, search for Flows. Select Flows.
    • If you haven't customized the CreateEventTemplate before, you'll need to create a new flow based on the template. To do so, follow the steps below, or view Salesforce's Customize Standard Flow Templates
      • Select New Flow.
      • Under All+Templates, select CreateEventTemplate, then select Next.
      • When saving the flow, you can call the new flow something like "CreateEvent."
    • If you've already customized the CreateEventTemplate flow, then open your customized flow.
  2. Select the element you'd like to edit.
  3. Within the element editor, select an existing field to update its value, or add a new field by selecting + Add Field.
  4. At Value, select Calendly__CalendlyAction__c, then type or select any of the CalendlyActions of your choice. For example, select CustomResponse3, if you want the answer to the third question on your Calendly booking form to map to that field.
    SF__Calendly_record_action.png
  5. You can view the Value updated with the CalendlyAction.
    SF__final_value.png
  6. Select Done.
  7. To save your customized flow, select Save
  8. To activate your customized flow, select Activate. Note: you will also need to deactivate the CreateEventTemplate, so you don’t have duplicate events in Salesforce.
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