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Salesforce & Calendly Integration Services

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Best Company for Salesforce and Calendly Integration Services

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.

How Salesforce and Calendly Integration Proves Helpful

Event & Lead Creation
Event & Lead Creation

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.

Lead or Contact
Lead or Contact

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.

Event Cancelled
Event Cancelled

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.

Assigning Users
Assigning Users

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.

New Event
New Event

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.

Calendly Created
Calendly Created

All the events and created leads have the CalendlyCreated attribute attached. You can view these records in Salesforce by running an activity report.

  • Event & Lead Creation
  • Lead or Contact
  • Event Cancelled
  • Assigning Users
  • New Event
  • Calendly Created

Streamline Your Data Management Process With Salesforce Calendly Integration Services

Once the integration gets completed, the event will trigger, and actions take place for both the platforms in a certain manner. Below is given the list of things that, when triggered then execute certain actions.
Why Choose FEXLE Services?
Experienced Team

FEXLE has a team of experienced Salesforce experts that can handle any kind of Salesforce integration.

Scalable Solutions

You will be given scalable solutions that enable your business growth & ensure greater ROI.

Quality Solutions

FEXLE believes in quality solutions, and therefore we promise nothing but excellence.

On-Time Delivery

All the integration will be executed in a stipulated time frame and handover to you.

Certified Team

We have a team of certified consultants that will give assurance of superior quality.

Highest CSAT Score

We promise to offer the best client experience. We have also got the highest CSAT score for our services.

Success Stories

FAQ’s

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.

Frequently asked questions related to salesforce to our technical team

The process works as follows:

  • Authentication of Calendly and Salesforce
  • Pick a connector app as a trigger. This app will start automation
  • Choose resulting action from other apps
  • Select the data you send from one to another app
  • The integration gets completed.

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.

The integration between Salesforce and Calendly helps businesses to manage meetings and increase the efficiency of a sales team. It will improve the chances of turning lead into sales.
You can schedule a Calendly meeting without leaving the Salesforce platform, and once the meeting gets scheduled there, you can create events on any Salesforce object.
You can also check the details of upcoming & past meetings, track activities, measure them, and easily map the information gathered.
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