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Calendly Appointment to Salesforce Lead

Calendly Appointment to Salesforce Lead

Calendly Appointment to Salesforce Lead

Calendly Appointment to Salesforce Lead

Calendly Appointment to Salesforce Lead

Automatically creates Salesforce leads from Calendly bookings and notifies the assigned sales rep with a direct link to follow up.

Automatically creates Salesforce leads from Calendly bookings and notifies the assigned sales rep with a direct link to follow up.

Automatically creates Salesforce leads from Calendly bookings and notifies the assigned sales rep with a direct link to follow up.

APPS:

This workflow is to create leads and notifies Sales reps when a new Calendly appointment is created. The trigger occurs when an Invitee schedules an appointment on Calendly. The next step finds the sales rep in salesforce based on Host Email from the trigger. Next step creates a lead in salesforce using invitee data from the trigger and assigns to the correct owner by using User ID from step 2. The final step sends and email to the sales rep with a link to the lead in Salesforce.

This workflow helps streamline the process of updating the salesforce crm when new demos are scheduled.