Calendly + Salesforce Integration
📅 Subscribe for more Calendly tutorials & tips: https://www.youtube.com/c/calendly?su...
Allow Calendly to take the work out of updating Salesforce, so you can sell more. 😎
With this integration you can...
-Schedule Calendly meetings for your team without leaving Salesforce
-Create events or tasks on any Salesforce object once a meeting is scheduled
-Expedite qualifying your leads by mapping information gathered in the booking flow to Salesforce as a custom object
-View upcoming and past meetings from your activities
-Track and measure activity from Calendly by campaign, time period, meeting type, rep, or custom fields
To set up this integration, you'll need...
-A Salesforce account
-A Calendly Teams Plan or higher