Sending info between Calendly and Salesforce with the power of automation has now become possible more than ever. We at FEXLE Services offer the best in class Salesforce Calendly integration services where in a matter of time & without any single line of code, you can automatically transfer data between Calendly & Salesforce. With the integration between Calendly and Salesforce, we will help businesses to create Salesforce leads from Calendly events.
The team of Salesforce professionals at FEXLE is well-versed with all the tics and tacks of the Salesforce Calendly integration. We guarantee our clients successful execution of the integration operation. We work on the latest technology stack and are highly competent working on state-of-the-art tools. From syncing contact data to managing the deal flow to automating the sales pipeline, you can do all these things and more with our powerful Salesforce Calendly integration services. Hire a dedicated, experienced, and smart Salesforce consultant & start with the integration process.
When you schedule an event through Calendly, the email of the recipient will be searched in Salesforce, and it will create a new lead if there is no record found.
When the platform finds the recipient mail id in the system, it will create an event and add their record to either the lead section or contact with their mail id.
At the time of cancellation of the meeting, the record automatically gets updated with the word Cancelled & it will display in the Salesforce platform below Open Activities.
Whenever you create a new lead through the Calendly event, the owner of the created record will belong to the assigned user of the platform.
The same happens when you create a new Calendly event in Salesforce. The owner of the created record will belong to the assigned user of Calendly.
All the events and created leads have the CalendlyCreated attribute attached. You can view these records in Salesforce by running an activity report.
FEXLE has a team of experienced Salesforce experts that can handle any kind of Salesforce integration.
You will be given scalable solutions that enable your business growth & ensure greater ROI.
FEXLE believes in quality solutions, and therefore we promise nothing but excellence.
All the integration will be executed in a stipulated time frame and handover to you.
We have a team of certified consultants that will give assurance of superior quality.
We promise to offer the best client experience. We have also got the highest CSAT score for our services.
Salesforce Calendly integration is not a piece of cake. It’s a long, time taking, and technical process where one faces multiple questions. Here are the most frequently asked ones.
The process works as follows:
There are many benefits of integration and one of the most important ones is the drag and drop functionality makes it easy to use platform for non-technical people.