Introducing the new Calendly, built to handle all of the work around meetings.Learn more

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Calendly

CRM

Salesforce + Calendly

Create and update Salesforce records when meetings are booked.

  1. Log in to Calendly.
  2. Open Settings and choose Integrations.
  3. Connect Salesforce and grant the requested permissions.
  4. Choose which event types should use this connection.
Connect SalesforceAll integrations

From the first meeting to the follow-up

All of the work around meetings, handled in one place. Book time, capture every discussion, and keep next steps moving without the manual work.

Start for free
  • Discovery Scheduled
  • Meeting Summarized
  • Interview Booked
  • Payment Received
  • Discovery Scheduled
  • Meeting Summarized
  • Interview Booked
  • Payment Received
  • Discovery Scheduled
  • Meeting Summarized
  • Interview Booked
  • Payment Received
  • Discovery Scheduled
  • Meeting Summarized
  • Interview Booked
  • Payment Received