This article will cover the most important Calendly package features as well as everything you need to know about configuring Integrate Calendly with Salesforce. Read more: https://www.awsquality.com/how-to-integrate-calendly-with-salesforce/

1. HOW TO INTEGRATE CALENDLY
WITH SALESFORCE
SALESFORCE AND CALENDLY INTEGRATION

2. • Your ability to complete core processes efficiently can be hampered by juggling numerous meetings,
appointments, and events. Would it be preferable to automate these procedures in Salesforce?
Imagine the relief, increased productivity, and hassle-free workday that would result from your teams
and clients seamlessly sharing your availability.The one-stop shop for all your needs is Calendly
Salesforce Integration.
• This article will cover the most important Calendly package features as well as everything you need to
know about configuring the Integrate Calendly with Salesforce

3. WHAT IS CALENDLY?
You can easily schedule meetings, events, appointments, and seminars using the Calendly platform.
Instead of exchanging emails back and forth to find a workable date, the host first configures their
availability, and then the invitee selects a time slot that works for them.
The event will be added to your calendar once your guests choose a time, and you can share your Calendly
link with invitees or embed it on a website. From one-on-one calls to group meetings, Calendly is perfect
for all types of meetings.Additionally, it reduces scheduling anxiety by adjusting for different time zones
and sending meeting reminders.
The ability to automatically create (or update) Salesforce Leads, Contacts, Opportunities, or Cases is one
of the integrations between Calendly and Salesforce’s key use cases. For Leads, Contacts, Opportunities,
and Cases, you can also automatically create Salesforce tasks and events.

4. CHARACTERISTICS OF CALENDLY
• Keep using Salesforce:There’s no need to switch to Calendly while you are scheduling meetings there.
Instead, you can set up meetings within the Calendly Salesforce Sync environment for your team(s).
• Simple mapping: It is simple to map the data gathered during the booking flow to standard or custom
Salesforce objects.
• Keep track:You can keep track of all of them from your activities, whether it’s a meeting or a past
event.
• Customization as needed: If necessary, adjust the Salesforce integration for Calendly to correspond to
your current work requirements.
• Make connections with internal teams or external clients by scheduling meetings with both groups.
You can connect with teams by simply sending them the link, or you can embed the meeting’s code on
your website.

5. HOWTO CONNECT CALENDLY AND SALESFORCE
• Before you begin Calendly and Salesforce Integration, make sure to complete the following steps:
• Groups or businessesAccount on Calendly with admin rights or ownership.
• With admin privileges, Salesforce Enterprise edition or higher.

6. THE METHOD OF SALESFORCE CALENDLY
INTEGRATION IN STEPS
1. Visit the Calendly website to get started.
2. Select Integrations from the menu in the top right.
3. After that, click the Salesforce logo as displayed in the illustration below.
4. Select Salesforce Sandbox integration to test.
5. Use the login information to access your Salesforce sandbox.
6. Press the Access button.
7. Next, click Install the Calendly package.
8. Click Install after choosing Install for All Users.
9. After the package has been installed, return to Calendly and reload the page to complete the
connection.When you schedule events through Calendly, the sandbox environment won’t update if it
isn’t refreshed.

7. HOWTO MOVE FROM SALESFORCE SANDBOXTO
PRODUCTION
• Select Disconnect after going to Integrations.
• Now click Integrate.
• To complete the setup in your production environment, adhere to the above steps.
• You must migrate (or replicate) any configurations you made in the sandbox to production because the
Calendly package is installed in production.

8. IMPORTANT ELEMENTS AND CUSTOMIZATION
• Salesforce records that will automatically create by the Calendly Integration With Salesforce as
guests make reservations. Meetings can easily schedule or canceled. Also possible
• Develop leads.
• Create occasions.
• A record’s open activities can be viewed to see upcoming events.
• Track individual invitees’ participation in postponed and canceled events.
• A summary of the activity Calendly has been a source.

9. Update Leads, Opportunities, and Contacts, and customize flows.
On any of the default SFDC objects, create tasks.
• You can alter the comprehensive Calendly package to suit your company’s requirements:
• A Lead, Contact, or Opportunity should update.
• Filter the flow to only activate under certain circumstances (e.g. event type or user).
• Connect Calendly invitee responses to Salesforce fields, such as Employee Number.

10. HOWTO USE CALENDLYTO CREATE A LEAD IN
SALESFORCE AUTOMATICALLY
• Access the Salesforce organization (connected to Calendly).
• Navigate to Setup and select Flows. Next, selectCreate Event (this comes out of the box when
installing the Calendly package).
• The screen that follows will appear. the fields from Calendly Salesforce Integration
Documentation, the user will click the Create Record button.
• As of right now, whenever a new Lead submits the Calendly form to schedule any meeting(s), it
automatically creates a Lead in Salesforce so that the sales team can take immediate action on it.

11. SUMMARY
A Calendly Integration Salesforce could be the icing on your ‘business cake.’ Reduced clicks, increased
automation, and users’ ability to monitor event data within Salesforce are all benefits of seamless
integration.
You can take advantage of the many advantages Calendly offers if you have the right group of people
supporting this integration. Our team can walk you through the entire integration process because our
Certified Salesforce Professionals are specialists in this area.
OriginalContent: https://www.awsquality.com/how-to-integrate-calendly-with-salesforce/

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