An automated workflow using zapier
Connects Calendly + Salesforce
Create Salesforce leads from new Calendly events
About this workflow template
This automation scenario allows you to connect Calendly and Salesforce
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Calendly and Salesforce can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Calendly
Invitee Created in Calendly
Triggers when an invitee schedules an event
Then this action happens in Salesforce
Create Record in Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Salesforce leads from new Calendly events.
Part I
Configure Applications
First, we need to connect Calendly and Salesforce to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Calendly to Zapier.
Give Zapier access to your Calendly account, using Calendly credentials.
Connect Salesforce to Zapier.
Give Zapier access to your Salesforce account, using Salesforce credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Calendly
Choose the following trigger: Invitee Created (Triggers when an invitee schedules an event).
Then set up an Action for Salesforce
Choose this action: Create Record (Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Calendly and Salesforce.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Salesforce leads from new Calendly events!
Related Automation Templates
Supported triggers and actions
Invitee created
Triggers when an invitee schedules an event
triggerbyzapierpabbly-connectalbatoInvitee canceled
Triggers when an invitee cancels a scheduled event.
triggerbyzapierpabbly-connectalbatoNew event scheduled
This trigger fires when someone schedules a new Calendly event with you.
triggerbyiftttNew event
Triggers when a new event is scheduled
triggerbyautomateiopipedreamInvitee created (instant)
Invitee created (instant)
triggerbypipedreamInvitee cancelled (instant)
Invitee cancelled (instant)
triggerbypipedream
Create record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
actionbyzapierintegratelypabbly-connectUpdate record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
actionbyzapierintegratelypabbly-connectalbatoCreate lead
Creates a new lead in Salesforce.
actionbyzapierintegratelypabbly-connectalbatoCreate contact
Creates a new contact in Salesforce.
actionbyzapierintegratelypabbly-connectAdd lead to campaign
Adds an existing lead to an existing campaign.
actionbyzapierintegratelyFind record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
actionbyzapier
Apps you need
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
