What are the major roles of your Salesforce consultants?

• Define business objectives that support. • Map business objectives into features. • Recommend a suitable edition of the Cloud Platform. • Design customer service, sales, and marketing processes. • Build user adoption strategy.

How your Salesforce consultants can prove helpful?

Our team of Salesforce consultants can handle every project (simple or complex) and help businesses achieve their goals effectively.

How will FEXLE improve your use of Salesforce?

Some of the major pain points that FEXLE will solve for you are as follows: • Bring alignment in all business processes. • Enhance the usage of licenses and user adoption rate. • Advance customer engagement with a relevant prospect, lead and customer communications. • Increase usability with an object as well as page optimization.

What are the benefits of hiring FEXLE as a Salesforce consultant partner?

• We have flexible engagement models. • We offer quality delivery in a stipulated timeframe. • Clients will get a budget-friendly package. • There are multiple Salesforce app development options. • We maintain full secrecy with a non-disclosure agreement.

What are the top cloud-CRM functionalities that you provide?

The following are the top functionalities we offer: • Easy data update • Hassle-free data migration • Organized workflow & approval process • Role permission • Client-centric dashboards and user interface • Custom email services • Custom console • Constant maintenance & testing • Seamless forecasting • Improved communication with teammates • Package integration services • Time-saving tool

What will be your Salesforce development process?

Following is our agile and full-proof development process: • Thorough research and brainstorming • Designing & developing a realistic roadmap • Solution deployment • Quality check • Support and Services • Regular Maintenance

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

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

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

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

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

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

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.

Integration triggers when a new event is scheduled
Triggers when an existing event is cancelled
Triggers at the time of creating a new contact

Triggers when a new custom object is created
It triggers at the time of creating a new opportunity or updating an existing opportunity
Triggers on doing a new event, new task, and new account

One can add an existing contact to an existing campaign.
You can add an existing lead to an existing campaign.
It enables users to create new attachments up to 25 MB.

For a specified Salesforce object, you can create a new object.
For a specified Salesforce object, you can update an existing record.
Find a record of a specific Salesforce object, field & value-wise.

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

Improved & Growth-Centric Revenue Management System

The professionals at Fexle Services helped REVvue in developing such a robust platform which not only automates the entire revenue management process but also facilitates sales reps. in standardizing the revenue management process.

With Fexle on their side, REVvue brings an exemplary growth in the revenue management process. Now, they can serve their clients in a more strategic & well-managed process.

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Exemplary Growth in Customer Base

The dedicated team of Fexle Services helped Prodly in developing such a strong platform which is not only functionally-rich but also automates the entire development lifecycle for low-code applications and thus came into the picture, AppOps.

With us by their side, Prodly has witnessed an exemplary growth in its customer base, from couples of customers to hundreds and more in a short span, and also the improvement in development tooling.

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Improvised Lead Management Process

Fexle Services, with its team of professionals, has worked on resolving the issues with the legacy system of Ubisense. We have helped them in standardizing the Sales and Marketing operations using a cloud-based CRM platform.

Our solution optimizes lead generation, simplifies workload delegation, and helps in monitoring better opportunities.

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Achieved Stellar Business Growth & Efficiency With Salesforce CRM

The seasoned Salesforce professionals at Fexle worked vigilantly and developed a reliable solution that lets users experience the centralized management system.

Fexle equipped the solution with activity tracking, 360-degree customer view, seamless integration, data visibility, strong reports and dashboard system, and an interactive mobile application, that have enabled them achieved process standardization & flawless growth

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Willowbend Can Now Match Thousands of Addresses Per Second

Fexle has worked dexterously on improving and eliminating the issues with the legacy system of Address Validator. With our expertise our Salesforce experts have equipped this tool with rapidity, robustness, and resilience.

Now users can easily install this manage package of address validation tools & integrate it within their system without any hassle.

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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

How Calendly and Salesforce Integrations Works?

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.

What are the benefits of Salesforce Calendly integration?

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.

Will it affect sales team efficiency?

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.

Tell me something about its features?

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.