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.).
- Free forever for core features
- 14 day trial for premium features & apps
Event Canceled
Triggers when an event is canceled.
Try ItFree Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItRouting Form
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItEvent UUIDRequired
Reason
Event TypeRequired
Start TimeRequired
Invitee EmailRequired
Invitee Full Name
Invitee First Name
Invitee Last Name
Invitee TimezoneRequired
Location Type
Text Reminder Phone Number
Event Guests
Questions
Answers
Enable Invitee Tracking
