Calendly + Salesforce

Update Salesforce records when Calendly invitees cancel their appointments

Effortlessly keep your Salesforce records up-to-date when a Calendly invitee cancels their appointment. This automation updates the corresponding record in Salesforce, ensuring your data remains accurate and organized. Save time and maintain an organized workflow by minimizing manual updates and staying focused on what matters.

Effortlessly keep your Salesforce records up-to-date when a Calendly invitee cancels their appointment. This automation updates the corresponding record in Salesforce, ensuring your data remains accurate and organized. Save time and maintain an organized workflow by minimizing manual updates and staying focused on what matters.

  1. When this happens...
    CalendlyCalendly
    Invitee Canceled

    Triggers when an invitee cancels a scheduled event.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
  • Calendly triggers, actions, and search

    Cancel Scheduled Event

    Cancels a scheduled event with a specified reason for the cancellation.

    Action
    Write
    • SearchRequired

    Action
    Search
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Event NameRequired

    • Host UserRequired

    • Co-hosts

    • Duration (in minutes)Required

    • Time Zone

    • Start DateRequired

    • End DateRequired

    • Location Kind

    • Location

    • Additional Location Info

    Action
    Write
  • Calendly triggers, actions, and search

    Mark Invitee as No Show

    Marks a specific invitee as a no show.

    Action
    Write
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
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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

Related categories

  • Scheduling & Booking
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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