Connect Salesforce and Calendly integrations
Integrate Salesforce and Calendly via Make to capture leads, automate scheduling, and improve your productivity, transforming your business processes with automation.
Triggers when a bulk data job is created.
Triggers when a field has changed in an object.
Triggers when a record is created or updated in an object.
Creates a scheduling link.
Returns information about an event.
Returns information about an invitee.
Returns information about an event type.
Returns information about a user's Organization Membership.
Invites a user to an organization.
Performs an arbitrary authorized API call.
Returns a list of Invitees for an event.
Returns a list of events.
Returns all event types associated with a specified user.
Return a list of organization memberships
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Build your Salesforce and Calendly integrations.
Connect Salesforce and Calendly via Make to automate your business processes. With Salesforce as a trigger, leads from Calendly appointments are automatically captured, keeping your sales pipeline updated. Calendly, as an action, schedules reminders and follow-ups instantaneously, improving productivity. Simplify your CRM and scheduling workflows with this integration.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Creates a scheduling link.
Deletes a record.
Downloads an attachment or a document.
Gets a specified record in an object.
Returns information about an event.
Returns information about an invitee.
Connect any app with Salesforce and Calendly
Popular Salesforce and Calendly workflows.
Track Calendly invitees and create items in Monday.com automatically
Automatically track Calendly invitees and create new items in Monday.com for each event, streamlining your scheduling and project management workflow.
TRY IT ->Track Calendly invitees and add them to Google Sheets automatically
Automatically track Calendly invitees and log their details into Google Sheets. Keep your records updated every time someone schedules an event via Calendly.
TRY IT ->Track Calendly invitees and send data via HTTP action
Track Calendly invitees and send data via HTTP action. Automatically monitor new invitees in Calendly, retrieve event details, and transmit data through HTTP.
TRY IT ->Send Conversion Events to LinkedIn Conversions API from Salesforce
Use this template to send offline conversion events from Salesforce to LinkedIn Ads. To properly configure the template, watch the how-to video [here](https://youtu.be/a3RWHu4xht4).
TRY IT ->Update Salesforce records using data from a custom webhook
Automatically update Salesforce records with data from a custom webhook, ensuring your CRM stays current with real-time information from external sources.
TRY IT ->Send invitee data from Calendly to your HTTP endpoint
Streamline your scheduling process by automatically sending data whenever a new invitee books an appointment through Calendly. This template connects Calendly with an HTTP action, ensuring that you never miss important information about your meetings. Perfect for businesses looking to enhance their workflow and maintain organized records of invitees, this integration allows you to efficiently manage your appointments and follow-ups.
TRY IT ->List and update Salesforce records automatically
Automatically list and update Salesforce records with this template. Streamline your Salesforce data management by listing records and updating them effortlessly.
TRY IT ->Add new Facebook Lead Ads leads to Salesforce as responsible records
Effortlessly manage your leads with this powerful template that connects Facebook Lead Ads and Salesforce. Every time a new lead is generated through your Facebook Lead Ads, Make will automatically create a corresponding record in Salesforce. This seamless integration ensures that you never miss a potential customer and can efficiently track and nurture your leads in your Salesforce CRM. Streamline your lead management process and enhance your sales strategy today.
TRY IT ->Send a Telegram message for new Calendly invitees
Streamline your communication process by automatically sending personalized replies to new invitees in Calendly through Telegram. With this template, every time someone books an appointment via Calendly, Make will instantly send a tailored message to the invitee on Telegram, ensuring they feel welcomed and informed. This integration enhances your customer engagement and saves you time, allowing you to focus on what matters most—your appointments.
TRY IT ->
How to setup Salesforce and Calendly in 5 easy steps
Log into Make
Start by logging into your Make account to initiate the process.
Connect Salesforce
Add Salesforce to your workflow and establish a connection by naming it.
Finalize Salesforce setup
Save your settings to complete the Salesforce connection.
Add Calendly
Include Calendly in your workflow and name your connection for identification.
Complete Calendly connection
Authorize the connection through the Calendly site, then verify it in Make.
Improve your workflow with Salesforce and Calendly integration
Integrating Salesforce with Calendly using the Make platform automates meeting scheduling, updates CRM in real-time, and improves lead management, enhancing customer engagement and saving time.
Integrating Salesforce with Calendly via Make automates the scheduling of meetings directly from Salesforce.
Ensure updates of Salesforce records based on appointments booked through Calendly using Make.
Automatically create and update Salesforce leads or contacts from Calendly meeting data.
Remove manual calendar entries and CRM updates with Make's automation features.
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