Calendly + Salesforce
Create Salesforce leads from new Calendly invitees and add to campaign
Easily streamline your event follow-up process with this Calendly and Salesforce integration. When a new invitee is created in Calendly, a lead will be automatically added to a specific Salesforce campaign. Save time, ensure consistency in your data, and nurture your leads effortlessly with this powerful automation.
Easily streamline your event follow-up process with this Calendly and Salesforce integration. When a new invitee is created in Calendly, a lead will be automatically added to a specific Salesforce campaign. Save time, ensure consistency in your data, and nurture your leads effortlessly with this powerful automation.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Add Lead to Campaign
Adds an existing lead to an existing campaign.
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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.
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