Calendly + Salesforce
Create new Salesforce contacts when new Calendly invitees are added
Boost your productivity by managing your contacts seamlessly with this handy workflow. When a new invitee is created in Calendly, their information is instantly captured to form a new contact within Salesforce. No more manual data entry needed, this automation ensures your Salesforce contact list stays updated, enabling you to focus more on curating meaningful interactions.
Boost your productivity by managing your contacts seamlessly with this handy workflow. When a new invitee is created in Calendly, their information is instantly captured to form a new contact within Salesforce. No more manual data entry needed, this automation ensures your Salesforce contact list stays updated, enabling you to focus more on curating meaningful interactions.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Contact
Creates a new contact in Salesforce.
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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
