Calendly + Salesforce Essentials
Create leads in Salesforce Essentials with new events in Calendly
As soon as a new event is created in your Calendly account, this integration will automatically add a lead to Salesforce Essentials. Effortlessly get a head start on your conversion workflows, without needing to stop for manual updates!
As soon as a new event is created in your Calendly account, this integration will automatically add a lead to Salesforce Essentials. Effortlessly get a head start on your conversion workflows, without needing to stop for manual updates!
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
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.
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About Salesforce Essentials
Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
