Salesforce
- Syncing additional guests and hosts to Salesforce
- Salesforce integration by group
- Calendly Salesforce package version 2 components
- Mapping Routing Form responses to a lead record in Salesforce
- Reference Calendly links as merge fields in Marketo emails
- Reference Calendly links as merge fields in Pardot emails
- Reference Calendly links as merge fields in HubSpot emails
- Update Salesforce users with managed event links
- Syncing Calendly routing form responses to Salesforce
- Troubleshooting when routing with Salesforce lookup
- Syncing Calendly links to Salesforce
- Salesforce package release notes
- Calendly Salesforce package v2 post-install steps
- Automatically categorize your Calendly events in Salesforce
- Delete an event record in Salesforce when a Calendly event is canceled or rescheduled
- How to change the authenticated user for your Salesforce account
- Dynamically referencing Calendly links in Salesforce email templates and buttons
- Give credit to the Salesforce user who shares your booking link
- Include the rescheduled status on your Salesforce event
- Default behavior of the Salesforce package
- How to install the Calendly package in Salesforce
- Delay the sync between Calendly and Salesforce
- Upgrade your Calendly Salesforce package from version 1 to version 2
- Schedule Calendly meetings directly from Salesforce
- Choose how to map Calendly data to Salesforce fields
- How to install the Calendly package in your Salesforce sandbox environment
- Update the Salesforce lead owner to match the event owner
- Assign leads to a specific Salesforce user
- Create a task or case in Salesforce
- Create a contact, opportunity, or other object record instead of a lead in Salesforce