Quick summary
The Calendly Salesforce integration lets you connect your Salesforce account directly from the Calendly integrations page in just a few clicks. Once connected, scheduling data flows automatically between Calendly and Salesforce, keeping your CRM records accurate and up to date.
Steps
- Navigate to calendly.com/integration to open the Calendly integrations hub.
- Search for Salesforce in the integrations list and click on it to open the integration details.
- Click Add Integration on the Calendly + Salesforce page to begin the setup process.
- Click Connect Salesforce to authorize and link your Salesforce account to Calendly.
- Confirm the success prompt: Your Salesforce account is successfully connected — your integration is now active.
