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Salesforce
Calendly

Connect Salesforce and Calendly integrations

Explore ready-made Salesforce and Calendly templates and start automating in minutes.

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Create a custom workflow

Integrate Salesforce and Calendly via Make to capture leads, automate scheduling, and improve your productivity, transforming your business processes with automation.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Salesforce
Trigger: Watch jobs
Calendly
Action: Select an action
1. Select a trigger

  • 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.

2. Select an action

  • Cancels an event.

  • Creates a new single-use scheduling link.

  • Creates a new booking for an event invitee. Requires a Calendly paid plan.

  • Creates a new event type.

  • Creates a new invitee no show.

  • Deletes an invitee no show. This action cannot be undone.

  • Returns information of user availability schedule.

  • Returns information about a specific event.

  • Returns information about a specific invitee.

  • Returns information about a specific event type.

  • Returns information about a specific invitee no show.

  • Returns information about a user's organization membership.

  • Invites a user to an organization.

  • Sends a custom API call to Calendly. You can use this to call endpoints that aren’t covered by existing modules.

  • Updates an event type.

  • Updates an event type availability schedule.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

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.

Bulk create records (advanced)
Creates multiple records.
Action
Cancel an event
Cancels an event.
Action
Create a record
Creates a new record in an object.
Action
Create a single-use scheduling link
Creates a new single-use scheduling link.
Action
Create an event invitee
Creates a new booking for an event invitee. Requires a Calendly paid plan.
Action
Create an event type
Creates a new event type.
Action
Create an invitee no show
Creates a new invitee no show.
Action
Create or update a record
Creates a new record or updates an existing one if a matching record is found.
Action
Delete a record
Deletes a record.
Action
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How to set up Salesforce and Calendly in 5 easy steps

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Duration

Step 1

Log into Make

Start by logging into your Make account to initiate the process.

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Step 2

Connect Salesforce

Add Salesforce to your workflow and establish a connection by naming it.

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Duration

Step 3

Finalize Salesforce setup

Save your settings to complete the Salesforce connection.

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Duration

Step 4

Add Calendly

Include Calendly in your workflow and name your connection for identification.

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Duration

Step 5

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.

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Duration

Automated meeting scheduling

Integrating Salesforce with Calendly via Make automates the scheduling of meetings directly from Salesforce.

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Duration

Real-time CRM updates

Ensure updates of Salesforce records based on appointments booked through Calendly using Make.

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Duration

Improved lead management

Automatically create and update Salesforce leads or contacts from Calendly meeting data.

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Duration

Time-saving workflow

Remove manual calendar entries and CRM updates with Make's automation features.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Integrating Salesforce and Calendly via Make allows you to simplify your workflow by automatically syncing calendar events and CRM data. This helps you manage contacts and meetings more efficiently, ultimately saving time and reducing manual data entry errors.

With Make, you can automate the transfer of data, such as creating or updating Salesforce records based on Calendly events. This integration uniquely allows you to set triggers for actions across both applications, ensuring that your CRM and schedule are continuously up-to-date without manual intervention.

Make provides a user-friendly interface with step-by-step guides to help you set up the integration without needing technical expertise. If challenges arise, Make offers extensive documentation and support resources to assist you in troubleshooting and optimizing your integration.

By integrating Salesforce and Calendly through Make, you can automatically update your CRM with new meetings and client interactions, ensuring your sales and support teams have real-time access to customer information. This eliminates repetitive tasks and allows your team to focus more on customer engagement and closing deals.