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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.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Contact

    Creates a new contact in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.
Learn moreHelp

Related categories

  • Scheduling & Booking
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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