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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.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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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.
Learn moreHelp

Related categories

  • Scheduling & Booking
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About Salesforce

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

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