Calendly and Salesforce CRM
Lead and CRM Process Automation
Calendly and Salesforce CRM Connector Overview
Calendly and Salesforce CRM made easy with APPSeCONNECT’s pre-built connector that can seamlessly automate data between the two systems and streamline critical business processes efficiently. If you use Salesforce CRM and Calendly for managing your customer data and booking schedules respectively, this package will automate all your lead creation processes from scheduled events.
This ready-to-use Calendly and Salesforce CRM connector will let you integrate the applications with the help of pre-configured and time-tested workflows (ProcessFlows), significantly reducing your time and effort in configuring and designing the integration.
Our integration packages or connectors are like blueprints that provide pre-defined entities and field mappings to enable seamless exchange of data between the source and destination applications. Just Install, Deploy and Execute the packages to automate business processes efficiently and amplify your growth.
Workflows You Can Automate
- Sync newly onboarded Leads from Calendly to Salesforce CRM with all associated details such as:
- Name
- Company
- Phone
- Event subject and attendees
- Description
- Time and date, etc.
- Sync event updates from Calendly to Salesforce CRM for any event subject marked as cancelled in Calendly. The time and date will remain the same, and the description will be updated with the cancellation reason(s).
Package Key Features
- Easy Package Sharing & Installation: One-step installation and easy sharing of integration packages allow citizen integrators to effortlessly deploy and share packages with minimum time and effort. Learn more by visiting Processflow Packaging.
- Automated Business Cycle Integration: Ready-to-use integration packages enable easy plug-and-play automation for all business processes.
- Pre-Implemented Mappings: Pre-implemented mappings for all required ProcessFlows within the integration package help minimize manual efforts during deployment. Users can also deploy customized mappings as per business process.
Start Your Automation Journey Today!
Start your journey towards automating your business processes with speed and agility to eliminate inefficient, redundant, error-prone data exchange with enterprise security.
APPSeCONNECT is a modern and intelligent Integration Platform as a Service (iPaaS) which can seamlessly connect your entire application stack and streamline data flow across all your systems to eliminate silos, unify operations and drive alignment.
Apps Included
Calendly
Salesforce
Category
- Business Scheduling Software
- CRM Integration
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