Integrate Calendly with Salesforce to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Calendly with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Calendly

A trigger is an event that starts your Zap and runs the workflow. For example, with Calendly, a trigger could be "Invitee Canceled."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Calendly to Salesforce

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Triggers and actions are the main components of every automated workflow.

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The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Calendly to Salesforce with a Zapier template.

Our most popular template

Create Salesforce leads from new Calendly events
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Calendly + Salesforce
Update Salesforce records whenever new invitees are created in Calendly
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Calendly + Salesforce
Create new Salesforce contacts when new Calendly invitees are added
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Calendly + Salesforce
Create Salesforce leads from new Calendly invitees.
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Calendly + Salesforce
Create Salesforce leads from new Calendly invitees and add to campaign
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Calendly + Salesforce
Update Salesforce records when Calendly invitees cancel their appointments
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Calendly + Salesforce

Create Salesforce leads from new Calendly events

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Calendly + Salesforce

Update Salesforce records whenever new invitees are created in Calendly

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Calendly + Salesforce

Create new Salesforce contacts when new Calendly invitees are added

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Calendly + Salesforce

Create Salesforce leads from new Calendly invitees.

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Calendly + Salesforce

Create Salesforce leads from new Calendly invitees and add to campaign

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Calendly + Salesforce

Update Salesforce records when Calendly invitees cancel their appointments

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Calendly + Salesforce

Create new Salesforce contacts for every new Calendly invitee created
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Calendly + Salesforce
Create Salesforce leads from new Calendly invitees
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Calendly + Salesforce

Make work flow with AI

Level up your Calendly to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Calendly + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Calendly and Salesforce

How do I connect Calendly with Salesforce?

To connect Calendly with Salesforce, navigate to the integrations section of your Calendly account and select Salesforce. You'll need to follow the authorization process, which typically involves logging into your Salesforce account and granting access permissions. Once connected, you can begin setting up triggers and actions that will automate workflows between the two platforms.

What kind of triggers can I set up with a Calendly and Salesforce integration?

With a Calendly and Salesforce integration, you can set up triggers such as new event creation, rescheduling of an event, or cancellation of an event in Calendly. These triggers can then prompt actions in Salesforce like creating or updating a lead or contact record.

Are there specific actions that happen in Salesforce when an event is scheduled in Calendly?

Yes, when an event is scheduled in Calendly, specific actions in Salesforce can be set up such as automatically creating a new lead or updating an existing contact record with the event details. This ensures all relevant information is captured without manual input.

Can I customize what information gets passed from Calendly to Salesforce?

Yes, you can customize the data flow from Calendly to Salesforce by mapping specific fields between the two platforms during integration setup. This allows for flexibility in determining what information is updated or created in your Salesforce records based on your needs.

How does rescheduling an event in Calendly affect my records in Salesforce?

If an event is rescheduled in Calendly, it can trigger updates within your Salesforce records. For instance, the respective appointment time on a lead or contact record could be updated automatically to reflect the change without needing manual adjustments.

Will cancellations on Calendly reflect automatically on my CRM data?

Yes, cancellations made through Calendly will be reflected automatically on your CRM data if you've set this trigger-action pair during setup. This action could include updating a field indicating cancellation status or alerting sales members assigned to that contact.

What happens if there’s a disconnect between my Calendly and Salesforce accounts?

In case of a disconnect between your Calendly and Salesforce accounts, automated workflows may cease to function until reconnection occurs. You’ll need to reauthorize access through your integration settings and possibly reestablish any disrupted triggers or actions.

Connect Calendly and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Connect Calendly and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Webhook subscription scope
  Required
Trigger
Instant
Try It
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Search
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It

New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It

- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History Object
  Required
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

Learn how to automate Calendly on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Learn more Help

Related categories

Scheduling & Booking

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Calendly to Salesforce on the world's largest no-code automation platform

Explore Calendly + Salesforce Integrations

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Integrate @media (min-width: 1024px){.css-1vk2mvk{display:inline-block;}}Calendly with Salesforce to automate your work

How Zapier works

Select a trigger from Calendly

Setup an action from Salesforce

That’s it! You just connected Calendly to Salesforce

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Set up your first integration

Create Salesforce leads from new Calendly events

Update Salesforce records whenever new invitees are created in Calendly

Create new Salesforce contacts when new Calendly invitees are added

Create Salesforce leads from new Calendly invitees.

Create Salesforce leads from new Calendly invitees and add to campaign

Update Salesforce records when Calendly invitees cancel their appointments

Create Salesforce leads from new Calendly events

Update Salesforce records whenever new invitees are created in Calendly

Create new Salesforce contacts when new Calendly invitees are added

Create Salesforce leads from new Calendly invitees.

Create Salesforce leads from new Calendly invitees and add to campaign

Update Salesforce records when Calendly invitees cancel their appointments

Create new Salesforce contacts for every new Calendly invitee created

Create Salesforce leads from new Calendly invitees

Make work flow with AI

Frequently Asked Questions about Calendly + Salesforce integrations

Connect Calendly and Salesforce to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Connect Calendly and Salesforce to unlock the power of automation

Supported triggers and actions

Learn how to automate Calendly on the Zapier blog

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Automatically add new Calendly events to Google Sheets

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Connect Calendly to Salesforce on the world's largest no-code automation platform

Explore Calendly + Salesforce Integrations

Explore Calendly + Salesforce Integrations

Integrate Calendly with Salesforce to automate your work