An automated workflow using zapier
Connects Calendly + Salesforce Essentials
Create leads in Salesforce Essentials with new events in Calendly
About this workflow template
This automation scenario allows you to connect Calendly and Salesforce Essentials
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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
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 Essentials
Create Record in Salesforce Essentials
Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create leads in Salesforce Essentials with new events in Calendly.
Part I
Configure Applications
First, we need to connect Calendly and Salesforce Essentials 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 Essentials to Zapier.
Give Zapier access to your Salesforce Essentials account, using Salesforce Essentials 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 Essentials
Choose this action: Create Record (Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, 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 Essentials.
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 leads in Salesforce Essentials with new events in Calendly!
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, Deal, To-do, etc.).
actionbyzapierUpdate record
Updates an existing record for a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
actionbyzapierFind record
Finds a record of a specified Salesforce object by a field and value you choose.
actionbyzapierAdd lead to campaign
Adds an existing lead to an existing campaign.
actionbyzapierAdd contact to campaign
Adds an existing contact to an existing campaign.
actionbyzapierCreate attachment
Creates a new attachment (max 25MB).
actionbyzapier
Apps you need
Salesforce Essentials alternatives
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