Calendly + Salesforce
Update Salesforce records whenever new invitees are created in Calendly
Keep your Salesforce records up to date whenever a new invitee is added in Calendly with this simple automation. This serves the dual purpose of minimizing manual data entry and ensuring the accuracy of your records. As a result, you can focus more on furthering customer relationships without worrying about the upkeep of data in your Salesforce account.
Keep your Salesforce records up to date whenever a new invitee is added in Calendly with this simple automation. This serves the dual purpose of minimizing manual data entry and ensuring the accuracy of your records. As a result, you can focus more on furthering customer relationships without worrying about the upkeep of data in your Salesforce account.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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