Calendly + Salesforce
Create new Salesforce contacts when new Calendly invitees are added
Boost your productivity by managing your contacts seamlessly with this handy workflow. When a new invitee is created in Calendly, their information is instantly captured to form a new contact within Salesforce. No more manual data entry needed, this automation ensures your Salesforce contact list stays updated, enabling you to focus more on curating meaningful interactions.
Boost your productivity by managing your contacts seamlessly with this handy workflow. When a new invitee is created in Calendly, their information is instantly captured to form a new contact within Salesforce. No more manual data entry needed, this automation ensures your Salesforce contact list stays updated, enabling you to focus more on curating meaningful interactions.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Contact
Creates a new contact.
- 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
