Calendly + Salesforce
Create Salesforce leads from new Calendly events
Set up this Zap and it will react to every new event someone creates on your Calendly, automatically adding them as a lead on Salesforce. Prep your outreach effortlessly so that your sales can kick in immediately.
Set up this Zap and it will react to every new event someone creates on your Calendly, automatically adding them as a lead on Salesforce. Prep your outreach effortlessly so that your sales can kick in immediately.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
Webhook subscription scopeRequired
Try ItWebhook subscription scopeRequired
Try ItCancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
SearchRequired
Webhook subscription scopeRequired
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Mark Invitee as No Show
Marks a specific invitee as a no show.
New Case Attachment
Triggers when a new Attachment is added to a case.
Try It
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.
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
