Calendly + Salesforce
Create Salesforce contacts for new Calendly invitees and add them to campaign
Save time and stay organized by setting up this workflow that connects your Calendly and Salesforce apps. When a new invitee is added in Calendly, their details are immediately enlisted as a contact in a Salesforce campaign. This real-time update ensures you have all the necessary information at your fingertips, improving efficiency and customer engagement.
Save time and stay organized by setting up this workflow that connects your Calendly and Salesforce apps. When a new invitee is added in Calendly, their details are immediately enlisted as a contact in a Salesforce campaign. This real-time update ensures you have all the necessary information at your fingertips, improving efficiency and customer engagement.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Add Contact to Campaign
Adds an existing contact to an existing campaign.
- 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
