Connect Cal.com and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
Booking Created
Booking Rescheduled
Booking Cancelled
Choose an Action
Automatically do this!
Add Contact to Campaign
Add Lead to Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Ready to use Cal.com and Salesforce automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Booking Created
Activates instantly when a new booking is created, triggering immediate workflow initiation.
Booking Rescheduled
Activates instantly when a booking is rescheduled, triggering immediate workflow initiation.
Booking Cancelled
Activates instantly when a booking is cancelled, triggering immediate workflow initiation.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Do thisActions
Action is the task that follows automatically within your Cal.com integrations.
List Attendees
List all attendees
List Booking References
List all booking references.
List Destination Calendars
List all destination calendars
List all Event Types
List all event types
List Memberships
List all memberships.
List Payments
List all payments.
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Frequently Asked Questions
To start, connect both your Cal.com and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Cal.com triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Cal.com data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between Cal.com and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Cal.com and Salesforce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Cal.com
Cal.com is a versatile scheduling platform designed to streamline appointment booking and calendar management. It offers seamless integration with various calendar services, making it easy to schedule meetings, events, and appointments.
Learn MoreAbout Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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