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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- 14 day trial for premium features & apps
Webhook subscription scopeRequired
Try ItWebhook subscription scopeRequired
Try ItCancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
SearchRequired
Webhook subscription scopeRequired
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
