Integration of Calendly with Salesforce
By integrating Calendly with Salesforce, when you schedule appointments with new leads using Calendly, Salesforce will automatically create a new lead, contact, or opportunity. If the perspective already exists, the event will simply be added to the existing entry.
Features:
- Display the information collected during the booking process in Salesforce as a custom object to accelerate the qualification of your leads.
- Display the information collected during the booking process in Salesforce as a custom object to accelerate the qualification of your leads.
- Ability to track and measure activity from Calendly by campaign, time period, appointment type, delegate, or custom fields.