Calendly + Salesforce
Create Salesforce leads from new Calendly invitees.
Streamline your lead generation process with this Calendly-Salesforce integration. Whenever a new invitee schedules an event through Calendly, this automation will create a new lead in Salesforce using the invitee's information. Say goodbye to manual data entry and save valuable time as you focus on building relationships with potential clients.
Streamline your lead generation process with this Calendly-Salesforce integration. Whenever a new invitee schedules an event through Calendly, this automation will create a new lead in Salesforce using the invitee's information. Say goodbye to manual data entry and save valuable time as you focus on building relationships with potential clients.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItCancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
SearchRequired
Free Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Mark Invitee as No Show
Marks a specific invitee as a no show.
New Case Attachment
Triggers when a new Attachment is added to a case.
Try It
