Salesforce and Calendly are two powerful tools that can help you manage your business more effectively. But what happens when you want to use them together?
Integrating Calendly with Salesforce is a great way to maximize the potential of both tools. When they’re integrated, you can automatically create new events in your Salesforce calendar when someone books a meeting with you through Calendly. This saves you time and hassle, and helps you keep your schedule organized and streamlined.
In this article, we’ll show you how to integrate Calendly with Salesforce.
What Is Calendly?
If you’re not familiar with Calendly, it’s a tool that allows people to schedule appointments without having to go back and forth via email. It’s really straightforward to use—you just enter the dates and times you’re available, and your potential clients can pick the time that works best for them.
Once they’ve selected a time, the appointment is automatically added to your calendar. No more missed emails or back-and-forth about availability!
How to Integrate Calendly with Salesforce?
Now that you understand the basics of Calendly, let’s talk about how you can integrate it with Salesforce.
One way to do this is to create a custom field in Salesforce that links directly to your Calendly account. This way, when you create a new lead or contact, you’ll automatically have the option to add a meeting to your calendar.
To set this up, go to your Salesforce account and open the “Set Up” menu. From there, select “Custom Fields and Relationships” and then click on “New.” You’ll need to give your custom field a name and select the type of information it will contain. For the Field Type, choose “Text.”
Next, you’ll need to provide the Calendly URL for your account. This can be found on your Calendly Settings page. Copy and paste it into the text box and then click on ” Save.” You’re all set!
The Benefits of Integrating Calendly with Salesforce
When you integrate Calendly with Salesforce, you open up a world of possibilities.
First of all, you can see your calendar and your customer’s calendar side-by-side, which makes it easy to find available meeting times. And if you’re using Salesforce, you can even see which leads are free and which ones are already booked.
But that’s just the beginning. When you integrate Calendly with Salesforce, you can also:
- Automatically create new leads in Salesforce when someone schedules a meeting with you
- Sync your meeting data back to Salesforce so you can track your progress
- Get real-time alerts about upcoming meetings and updates to your calendar
The possibilities are endless, and when you integrate Calendly with Salesforce, you’ll be able to work smarter, not harder.
How to Get Started with the Integration?
You’re probably familiar with Calendly, the app that lets you easily schedule appointments without having to go back and forth via email. Well, did you know that it can be easily integrated with Salesforce?
Here’s how to get started:
- Log into your Salesforce account and click on the “Create” button
- Select “Calendar Integration”
- Click on the “New” button
- Choose “Calendly” from the list of providers and click on the “Connect” button
- You’ll be redirected to the Calendly website, where you’ll need to enter your account information
- Click on the “Create” button and you’re all set!
Salesforce Calendly Integration FAQs
One of the most popular questions we get is how to integrate Calendly with Salesforce. So, we put together this handy guide to show you how it’s done.
First, you’ll need to create a custom object in Salesforce to store your meeting data. This is where you’ll track all the information about your meetings, such as the date, time and attendees.
Next, you’ll need to create a custom field in your object and call it “Calendar ID.” This is where you’ll store the unique ID for your Calendly account.
Once you have that set up, you’ll need to create a formula field in Salesforce that calculates the difference between two dates. Then, you’ll add that field to your custom object.
In Calendly, go to Settings and click on “API & Integrations.” Under “Salesforce,” enter your Salesforce username and password. Click on “Connect” and then enter the name of your custom object. Click on “Create.”
And that’s it! You’re ready to start scheduling meetings with your customers.
Conclusion
By integrating Calendly with Salesforce, you can streamline your workflow and keep your customer data organized in one place. The process is simple and only takes a few minutes to set up.
Once you’ve set up the integration, you’ll be able to see your sales data, appointments, and meeting details all in one place. You can also use Salesforce’s automation features to send reminders and follow-ups to your customers automatically.
Integrating Calendly with Salesforce is a great way to save time and keep your customer data organized. Give it a try today!
