Connect Calendly and Salesforce
Integrate Calendly with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Salesforce when New Meeting Book or Invitee Created in Calendly
Search Record by Query in Salesforce when New Meeting Book or Invitee Created in Calendly
Add Contact to Campaign in Salesforce when Invitee Canceled in Calendly
Add Lead To Campaign in Salesforce when Invitee Canceled in Calendly
Create Attachment in Salesforce when Invitee Canceled in Calendly
Popular Calendly + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Calendly
When this happens...
New Meeting Book or Invitee Created
Invitee Canceled
Invitee No Show Created
When a meeting is scheduled, rescheduled, or canceled
New Routing Form Submission
Meeting Created Rescheduled Or Canceled
Choose an action
Salesforce
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
Create Event
Create Lead in Salesforce when New Meeting Book or Invitee Created in Calendly
Use this flowSearch Record by Query in Salesforce when New Meeting Book or Invitee Created in Calendly
Use this flowAdd Contact to Campaign in Salesforce when Invitee Canceled in Calendly
Use this flowAdd Lead To Campaign in Salesforce when Invitee Canceled in Calendly
Use this flowCreate Attachment in Salesforce when Invitee Canceled in Calendly
Use this flowCreate Note in Salesforce when Invitee Canceled in Calendly
Use this flowUpdate Lead in Salesforce when Invitee Canceled in Calendly
Use this flowCreate Account in Salesforce when Invitee Canceled in Calendly
Use this flowCreate Campaign in Salesforce when Invitee Canceled in Calendly
Use this flowSearch Record by Query in Salesforce when Invitee Canceled in Calendly
Use this flowSupported Triggers & Actions
Everything you can automate between Calendly and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Meeting Book or Invitee Created
Triggers when someone books a meeting for any event type.
Invitee Canceled
Trigger when an invitee cancels a scheduled event
Invitee No Show Created
Trigger when an invitee is marked as no-show.
When a meeting is scheduled, rescheduled, or canceled
Runs the workflow automatically whenever a meeting is scheduled, rescheduled, or canceled.
New Routing Form Submission
Triggers when a new routing form submission is created.
Meeting Created Rescheduled Or Canceled
Runs when meeting changes
Do thisActions
Action is the task that follows automatically within your Calendly integrations.
Create Scheduling Link
Create a booking link
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Mark Invitee As No Show
Mark an invitee as no-show
Create One-Time Meeting
Create a one-time meeting
List All Event Types
Show all event types
List All Available Slots
Show all open meeting times
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Calendly and Salesforce workflows.
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About Calendly
Calendly is an online scheduling platform that helps people and teams book meetings, automate reminders and follow-ups, collect payments, and integrate calendars and conferencing tools.
Learn moreSimilar apps
About 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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Calendly and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Calendly and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where Calendly triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Calendly. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Calendly and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Calendly and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
