Features + Benefits
Schedule Calendly meetings for your team without leaving Salesforce
Create events or tasks on any Salesforce object once a meeting is scheduled
Map information gathered in the booking flow to Salesforce as a custom object to expedite qualifying your leads
View upcoming and past meetings from your activities
Track and measure activity from Calendly by campaign, time period, meeting type, rep or custom fields
Customize the integration within Salesforce to align with your current process
When scheduling meetings with new prospects using Calendly, Salesforce automatically creates a new lead, contact or opportunity. If the prospect already exists, the event will simply be added to the existing record.
Your reps will love using the integration to get back more selling time, and management will love that Salesforce data is always accurate without having to chase down their reps for updates.