Why integrate Salesforce and Calendly?

Here are 6 reasons why:

1. 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.

2. Automated workflow

   The integration can automate your workflows, such as sending email notifications when a meeting is scheduled or canceled. While this is something you can do in Calendly directly, there are details you may want to retrieve from your CRM or dynamic resources and links.

3. Data synchronization

   The integration keeps your Salesforce data up-to-date, so you always have the latest information about your meetings.

4. Improved lead qualification

   By seeing which prospects and customers are actually interested in meeting with you, you can focus your sales efforts on the most promising leads. In other words, create reports based on your meetings in Salesforce to measure your customers best interests and talking points.

5. Tracked sales pipeline

   The integration can help you to track your sales pipeline by automatically updating Salesforce with information about scheduled and canceled meetings. This shows you where your users are at in the pipeline and how you can drive them forward

6. Increased meeting efficiency

   By eliminating the need to back-and-forth with prospects and customers about meeting times, you can save time and get down to business faster.

Now what?

Now that you know, you can go ahead and integrate Salesforce and Calendly. Need help? Start the conversation by filling out this form.