- Connect both Salesforce and Calendly by authenticating them on Automate.io platform.
- Choose Calendly and select one of its events as a “trigger” that’ll start the automation.
- Select an “action” event from Salesforce which will run every time the trigger event occurs.
- Map the data fields between Calendly and Salesforce using the drag-drop interface.
- Go to your Integrations page and select “Salesforce”
- Select “Go to setup”
- Authenticate your Salesforce account.
- Install the Calendly package from the link in Step 2.
How does the Salesforce integration work with calendly?
Calendly, March 28, 2020 With Calendly’s Salesforce integration, you can automatically create and/or update Salesforce records as meetings are scheduled through Calendly.
How do I get Started with Salesforce integration?
Getting Started with Salesforce integration 1 Go to your Integrations page and select “Salesforce” 2 Select “Go to setup” 3 Authenticate your Salesforce account 4 Install the Calendly package from the link in Step 2
What happens when an event is canceled in Salesforce?
If the record does exist, then an event will be added to either a lead or case associated with the invitee’s email address. Whenever a meeting is canceled, the event will be updated and the word “canceled” will appear next to the event in Salesforce.
What can I do with a calendly meeting?
As Calendly meetings are scheduled or canceled, you’ll be able to: Automatically create Salesforce events and tasks for leads, contacts, opportunities and cases Note: By default, the installed Calendly package comes with 2 flows to help you get up and running.
Can Calendly integrate with Salesforce?
Calendly's Salesforce integration can automatically create Salesforce records as invitees book with you. As Calendly meetings are created or canceled, you can: Create leads and events. View upcoming Calendly events from your record's open activities.
How do I connect Calendly to sandbox in Salesforce?
How to install the package in your Salesforce sandbox environmentIn Calendly, go to Integrations and select Salesforce.Select Test this integration with Salesforce Sandbox.Log in to sandbox with your Salesforce sandbox credentials. ... Select allow access.More items...•
Does Calendly integrate with CRM?
With a Calendly CRM integration, you can prepare for, execute, and follow up with your Calendly meetings to make the most out of them. If you're not already using Calendly or another scheduling tool in your sales process, you're wasting precious time. Calendly users save 4 hours per week on average.
How do you connect Calendly?
How to connect an Exchange calendar to CalendlyAt the top right side of any Calendly page, select Accounts, then Calendar Connections.Next to Exchange Calendar, select Connect.Enter your Exchange email address and password. Calendly will try to automatically detect your Exchange Server. ... Select Connect.
How do I install Calendly packages in Salesforce?
How to install the Calendly package in SalesforceIn Calendly, visit your Integrations page and select Salesforce.Select Integrate Now. ... Enter your Salesforce credentials, and select Log In.Select allow access.Select Install the Calendly package, and select Install for All Users.More items...•
How do I use Salesforce calendar?
Step 1: Navigate to Setup and find public Calendars and Resources and click on New Button. Step 2: Create a new calendar, fill in the calendar's name and Select Active, and then save the calendar. Here are the details of the public calendar which we have created above.
How do you integrate Calendly with active campaign?
How to integrate ActiveCampaign with CalendlyIn ActiveCampaign, select Apps on the left.Select Calendly.Select Add an account.Select Connect.In the Select an Event step, under Choose an Event, select the event type you want to set up, then select Continue.More items...•
Where is my Calendly API key?
Get Your Authentication TokenLog in to Calendly. Log in to your Calendly account at https://calendly.com/login.Navigate to the Integrations page. Navigate to the Integrations page at https://calendly.com/integrations.Copy your API Key. On the Integrations page, you will find your API Key!
How do I install Calendly plugins?
Install the add-in Click the Store icon on the Outlook ribbon within your email client, or visit the Microsoft AppSource store. Next, search for Calendly and select Get it now from the listing page.
Where is the plugin key for Calendly?
Navigate to your Calendar Connection page from the drop-down menu on the top right corner of your page. Locate the option for the Outlook plug-in and select Connect. Download the plug-in and save the file. Note: If you see a security pop-up, be sure to allow permissions to begin installing.
Why is my calendar not syncing with Calendly?
Just close and reopen the app, and you'll automatically be invited to reconnect your account. Be sure to choose your Google account from the range of calendar options. This simple fix should solve any sync issues you were having, and you'll see all your events and data show up as usual.
What calendars does Calendly integrate with?
Calendly connects with Google, Outlook, Microsoft Office and iCal, automating the scheduling process from start to finish. Scheduled meetings are added directly to the host and invitee calendars, removing any unnecessary steps in between.
Create your own Integration
Connect Calendly and Salesforce the way you want. Start by selecting the trigger and action events listed here.
Run Workflows
Connect Calendly and Salesforce with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
Why Automate.io?
iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
