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Calendly + Salesforce

Create new Salesforce contacts when new Calendly invitees are added

Boost your productivity by managing your contacts seamlessly with this handy workflow. When a new invitee is created in Calendly, their information is instantly captured to form a new contact within Salesforce. No more manual data entry needed, this automation ensures your Salesforce contact list stays updated, enabling you to focus more on curating meaningful interactions.

Boost your productivity by managing your contacts seamlessly with this handy workflow. When a new invitee is created in Calendly, their information is instantly captured to form a new contact within Salesforce. No more manual data entry needed, this automation ensures your Salesforce contact list stays updated, enabling you to focus more on curating meaningful interactions.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

    • Free Plan Copy

    • Webhook subscription scopeRequired

    • Event Type

    Trigger
    Instant
    Try It
    • Routing Form

    Trigger
    Instant
    Try It
    • Event NameRequired

    • Host UserRequired

    • Co-hosts

    • Duration (in minutes)Required

    • Time Zone

    • Start DateRequired

    • End DateRequired

    • Location Kind

    • Location

    • Additional Location Info

    Action
    Write
    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Event UUIDRequired

    • Reason

    Action
    Write
  • Calendly triggers, actions, and search

    Cancel Scheduled Event

    Cancels a scheduled event with a specified reason for the cancellation.

    Action
    Write
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About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Related categories

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.