Schedule Calendly meetings directly from Salesforce

Overview

To book meetings or email your scheduling link without leaving Salesforce, you can add Salesforce buttons to objects such as accounts, contacts, or leads. You can also add your link to email templates and your email signature. 

Example use cases

When you create a Schedule Calendly Meeting button, you can pull up your Calendly booking page when you have a client on the phone, and book a meeting in realtime. 

When you create an Email Calendly Meeting button, you can automatically add your Calendly scheduling link to an email draft within Salesforce.

How to create a custom button to schedule Calendly meetings

Lightning
  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.
    SF__buttons__links__actions.png

  4. Select New Button or Link.

    1. At Label, enter Schedule Calendly Meeting.

    2. At Description, enter a description. 

    3. At Display Type, select Detail Page Link.

    4. At Behavior, choose Display in new window.

    5. At Content Source, choose URL.
      Schedule_Button_Settings_SF_Lightning_16NOV2020.png

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

    ADD_YOUR_LINK?sfid={!Opportunity.Id}&first_name={!Contact.FirstName}&last_name=
    {!Contact.LastName}&email={!Contact.Email}
  6. Within the code, replace ADD_YOUR_LINK with your Calendly link.
    Note: Include https:// when adding your link.
    Schedule_Button_Editor_Box_SF_Lightning_16NOV2020.png
  7. Select Save.
Classic
  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 Schedule 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.
      Schedule_Button_Settings_SF_Classic_16NOV2020.png

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

    window.open("ADD_YOUR_LINK?sfid=
    {!Opportunity.Id}&first_name={!Contact.FirstName}&last_name={!Contact.LastName}&email=
    {!Contact.Email}", "_blank", "toolbar=no, scrollbars=yes, resizable=yes, top=0, left=0,
    width=901, height=700");
  5. Within the code, replace ADD_YOUR_LINK with your Calendly link.
    Note: Include https:// when adding your link.
    Schedule_Button_Editor_Box_SF_Classic_16NOV2020.png
  6. Select Save.

How to email your Calendly link from Salesforce

 

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

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.
    SF__buttons__links__actions.png

  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.
      email_button_lightning.png

  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}
  6. Within the code, replace ADD_YOUR_LINK with your Calendly link.
    Note: Include https:// when adding your link.
  7. Select Save.
    Note: As a last step, you'll need to add the button to your Page Layout.

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. 

SF__email_link_signature.png

add_link_signature.png

Create a flow launched from a quick action button

As a Salesforce Admin, you can create your own custom flow to send a dynamic invitation link via a 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. 

SF__send_Calendly_email.png

SF__send_Calendly_invite.png
SF__send_calendly_email_action.png

SF__button_of_send_calendly_invite.png

 

Content for Accordion Item One.
Classic
  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.
      Email_Button_Settings_SF_Classic_16NOV2020.png

  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.
    Email_Button_Editor_Box_SF_Classic_16NOV2020.png
  6. Select Save.
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