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Calendly + Salesforce integrations
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.
- When this happens...Invitee Created or RescheduledTriggers when an invitee schedules or reschedules an event.
- automatically do this!Update RecordUpdates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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More things you can do with Calendly and Salesforce
Discover other triggers and actions you can use with Calendly and Salesforce
- Free Plan Copy
- OAuth Scope Permissions
Try ItTriggerInstant- Free Plan Copy
- OAuth Scope Permissions
Try ItTriggerInstant- Free Plan Copy
- Webhook subscription scopeRequired
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- Webhook subscription scopeRequired
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- Free Plan Copy
- OAuth Scope Permissions
Try ItTriggerInstant- Event Canceled
Triggers when an event is canceled.
Try ItTriggerPolling - Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
- Invitee type
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- OAuth Scope Permissions
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Calendly connects the entire meeting workflow β scheduling, payments, meeting notes, contacts, and more β and handles the work before, during, and after meetings.
Related categories
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
Related Zap Templates
- Create Salesforce leads from new Calendly events
- Create Salesforce leads from new Calendly invitees and add to campaign
- Create new Salesforce contacts when new Calendly invitees are added
- Create Salesforce leads from new Calendly invitees.
- Update Salesforce records when Calendly invitees cancel their appointments




