How to schedule Calendly meetings from Salesforce

1. If you want to reference the record owner's Calendly link, first follow the step in the Creating a custom formula field section of our Dynamically referencing Calendly links in Salesforce email templates and buttons Help Center article. 
2. From Setup, in the Quick Find search bar on the right-hand side, search Object Manager.
3. From Object Manager, select the object you'd like to add a button to (we will use Lead for our example).
4. Select Buttons, Links, and Actions.
5. Select New Button or Link.
   
6. At Label, enter Schedule Calendly Meeting. 
7. At Description, enter a description.
8. At Display Type, select Detail Page Button. 
9. At Behavior, choose Display in new window. 
10. At Content Source, choose URL.
11. Within the editor box, copy and paste the following code:
    1. For a hard coded link if this button should always open the same link (i.e. Round Robin event):
       • ADD_YOUR_LINK?sfid={!Opportunity.Id}&name={!Contact.FirstName}%20{!Contact.LastName}&email={!Lead.Email}
       • Within the code, replace ADD_YOUR_LINK with your Calendly link.
       • Note: Include https:// when adding your link. 
    2. For the record owner's Calendly link (this code is the example for a Lead): 
       • {!URLFOR( Lead.Owner_s_Calendly_Link__c)}?sfid={!Opportunity.Id}&name={!Contact.FirstName}%20{!Contact.LastName}&email={!Lead.Email}
    3. For the Calendly link of the current Salesforce user accessing the button: 
       • {!URLFOR( User.Calendly__CalendlyLink__c)}?sfid={!Opportunity.Id}&name={!Contact.FirstName}%20{!Contact.LastName}&email={!Lead.Email}
12. Select Save. 
13. To add the newly created button to your page layout, under Object Manager, navigate to Page Layouts.
    • Classic: Select Buttons, then drag the Schedule Calendly Meeting button to the Lead Detail.
    • Lightning: Select Mobile & Lightning Actions, then drag Schedule Calendly Meeting button to the Salesforce Mobile and Lightning Experience Actions section. 
       

 

You can email your Calendly link from Salesforce in a few different ways, depending on your preferences:

 
• Create an email template with your link
• Create a button that links to a mailto: url
• Create a Salesforce email signature with your link
• Create a flow launched from a quick action (advanced)

Create an email template

You can follow Salesforce's instructions to Create an Email Template in Lightning Experience.
You can append information to your link, such as an object ID or additional details to pre-populate the booking page.

Create a button

You can create a button that links to a mailto: URL, which will open an email in your default mail client. The email is then created outside of Salesforce.

1. From Setup, go to Quick Find / Search, and search for Object Manager.

2. From Object Manager, select the object you'd like to add a button to.

3. Select Buttons, Links, and Actions.
   

4. Select New Button or Link.

   1. At Label, enter Email Calendly Meeting.

   2. At Description, enter a description. 

   3. At Display Type, select Detail Page Button.

   4. At Behavior, choose Display in new window.

   5. At Content Source, choose URL.
      
      

5. Within the editor box, copy and paste the following code: 
   

   mailto:{!Contact.Email}?subject=Schedule%20a%20call%20&body=
   You%20can%20easily%20see%20my%20real-time%20availability%20
   and%20schedule%20time%20with%20me%20at%20ADD_YOUR_LINK?sfid={!Case.Id}

   • Within the code, replace ADD_YOUR_LINK with your Calendly link.
     Note: Include https:// when adding your link.
   • If appending multiple parameters (for example, to prefill additional fields), you can use ? for the first parameter, but for the additional parameters, you will need to use %26 in place of & and %3D in place of =.
6. Select Save.
7. To add the newly created button to your page layout:
   1. Under Object Manager, go to Page Layouts.
   2. Select Mobile and Lightning Actions, then drag the Email Calendly Meeting (Button) element into the Salesforce Mobile and Lightning Experience Actions section.
      

Create a Salesforce email signature 

You can add a Calendly link to your Salesforce email signature, then compose an email from within a Salesforce record. Note that this solution does not support merge tags, such as an SFID or pre-populating information.

1. To add your link to your email signature, follow Salesforce's instructions to Learn how to add a link to your email signature.
2. Next, compose an email from within a Salesforce record. Follow Salesforce's instructions to Send an Email from a Record in Lightning Experience. Your link will initially be at the bottom of the email, but you can move the link elsewhere. 

Create a flow launched from a quick action

As a Salesforce Admin, you can create your own custom flow to send a dynamic invitation link via a quick action button from a record. You can see an example setup below, but you can completely customize this depending on the action you'd like to trigger and the information you'd like to record in Salesforce. 

 

Content for Accordion Item One.

1. From Setup, go to Quick Find / Search, type Buttons, and see the filtered results.
2. Under the object you'd like to add a button to, select Buttons, Links, and Actions.
3. Select New Button or Link.

   1. At Label, enter Email Calendly Meeting.

   2. At Description, enter a description.

   3. At Display Type, select Detail Page Button.

   4. At Behavior, choose Execute Javascript.

   5. At Content Source, choose OnClick Javascript.
      

4. Within the editor box, copy and paste the following code

   :

   window.location.href="mailto:{!Contact.Email}?subject=Schedule%20a%20call%20&body=You%20can%20easily%20see%20my%20real-time%20availability%20and%20schedule%20time%20with%20me%20at%20ADD_YOUR_LINK?sfid={!Opportunity.Id}";

5. Within the code, replace ADD_YOUR_LINK with your Calendly link. Note: Include https:// when adding your link.
   
6. Select Save.