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.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Add Contact to Campaign

    Adds an existing contact to an existing campaign.

    ActionWrite
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Supported triggers and actions

    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Free Plan Copy

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Event UUIDRequired

    • Reason

    Action
    Write
  • Calendly triggers, actions, and search

    Mark Invitee as No Show

    Marks a specific invitee as a no show.

    Action
    Write
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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 more

Related categories

  • Scheduling & Booking
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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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