Calendly + Salesforce

Connect to Salesforce CRM

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.

Log meeting recaps to Salesforce When a meeting is recorded using Calendly Notetaker, summaries, action items, and follow-ups are automatically logged to the associated lead, contact, or opportunity. Reps get the full conversation history alongside deal activity, and managers get visibility into what was discussed across every account.

Route leads by Salesforce ownership

Instantly schedule leads that come in via marketing forms based on real time Salesforce assignment status, filtering by deal stage, territory, or other fields in Salesforce as needed.

This ensures existing customers and known leads immediately schedule with the right person on your team without any manual follow up or reassignment.

Sync data based on Calendly Groups

For teams on Calendly’s Enterprise plan, keep data more manageable in Salesforce by syncing Calendly data for specific groups only, like your Sales group. All other meeting and user information stays in Calendly so you don’t have to worry about non-revenue team data in Salesforce.