How to integrate Salesforce with Calendly
Posted on: Jul 11, 2023
Salesforce and Calendly are two powerful tools that can help you to improve your sales and productivity. By integrating these two tools, you can streamline your scheduling process, automate your workflows, and keep your Salesforce data up-to-date. Here are more reasons why you should integrate Salesforce with Calendly
In this blog post, we will walk you through the process of integrating Salesforce with Calendly. We will cover everything from setting up the integration to customizing it to your needs.
Let's dive right in
1. Set up Integration on Calendly
- You first (and obviously) need to have a Calendly account. Here's the catch, you need to have an Enterprise or Teams Calendly account
- Next, You can follow the steps listed on the Calendly blog
detailing how to set up the integration. We like efficiency and so don't believe we need to duplicate this here 😅.
2. Customize the Integration
Once you have installed the integration package, you will need to configure it. This involves mapping Salesforce fields to Calendly fields and specifying which Salesforce objects the integration should be applied to. You can customize the integration to your needs. For example, you can specify which Calendly views should be available to your Salesforce users and you can set up email notifications to be sent when a meeting is scheduled or canceled.In order to customize the integration, you will need either:
â—‹ a Salesforce Admin, OR
â—‹ take the easier, quicker and more affordable way out; have us do the work for you. Adnab is trusted, certified and guaranteed to get the job done.
â—‹ take the easier, quicker and more affordable way out; have us do the work for you. Adnab is trusted, certified and guaranteed to get the job done.
And that's it???
Well.. Not quite. The last step, is you need to use the integration. But we couldn't write that as an actionable step because using the integration is dependent on how you set up the flow.
This means, you may not manually use the integration but instead, you can have it set up as an automation instead. For example, when a prospect or customer clicks your Calendly link, they will be able to schedule a meeting with you. The meeting will be automatically added to your Salesforce calendar and the relevant Salesforce fields will be updated. Meaning, there's nothing for you to do but reap the benefits of thework we would've done for you integration.
This means, you may not manually use the integration but instead, you can have it set up as an automation instead. For example, when a prospect or customer clicks your Calendly link, they will be able to schedule a meeting with you. The meeting will be automatically added to your Salesforce calendar and the relevant Salesforce fields will be updated. Meaning, there's nothing for you to do but reap the benefits of the
Conclusion
There are many benefits to integrating Salesforce with Calendly, including:
- A streamlined scheduling process: The integration makes it easy to schedule meetings with prospects and customers. You can simply create a Calendly link and add it to your Salesforce records.
- An automated workflows: The integration can automate your workflows, such as sending email notifications when a meeting is scheduled or canceled.
- Up-to-date Salesforce data: The integration keeps your Salesforce data up-to-date, so you always have the latest information about your meetings.
All these benefits free up your time to have you focus on what matters most: closing deals
Need help?
It takes quite a bit of work to make sure everything is set up correctly. At Adnab, we are trained and certified to set up Salesforce and Calendly integrations and more! We're more than happy to help so you can get the most out of Salesforce!
Start the conversation by filling out this form.