A Comprehensive Guide to Salesforce Calendly Integration

By Shailly Sharma

Juggling multiple meetings, appointments, and events can affect your efficiency in completing core processes. Could automating these processes in Salesforce be a better option? Imagine the relief, improved productivity, and hassle-free work life that the seamless sharing of availability between your teams and clients would bring. Calendly Salesforce Integration is your one-stop solution.

In this article, we’ll cover everything you need to know about setting up the integration between Calendly and Salesforce, as well as the key features of the Calendly package.

What Is Calendly?

The Calendly platform allows you to automatically schedule meetings, events, appointments, and seminars effortlessly. First the host configures their availability, and then the invitee chooses a time slot to suit them – no more going back and forth via email to work out a workable date.

You can share your Calendly link with invitees or embed it on a website, and once your attendees pick a time, the event will be automatically added to your calendar. Calendly is ideal for any meeting type, from one-to-one calls to group meetings. What’s more, it takes the stress out of scheduling by adjusting to different time zones and sending out meeting reminders.

Some key use cases for Calendly and Salesforce integration include being able to automatically create (or update) Salesforce Leads, Contacts, Opportunities, or Cases. In addition, you can also automatically create Salesforce events and tasks for Leads, Contacts, Opportunities, and Cases.

Key Features of Calendly

Let’s move on to the key features that make Calendly a top choice for many companies.

Stay in the Salesforce environment: While you are scheduling meetings in Calendly, there’s no need to actually switch to Calendly. Instead, you can schedule meetings for your team(s) in the Salesforce environment itself.

Easy mapping: The information collected in the booking flow can be mapped easily to the Salesforce standard or custom objects.

Keep track: Be it a past event or an upcoming meeting, you can keep track of them all from your activities.

Customization as needed: Customize the Calendly Salesforce integration to align with your current work requirement, as needed.

Create Tasks or Events: When the meeting is scheduled, you can easily create tasks or events on the Salesforce Object.

Connect with internal teams or external clients: Schedule meetings for internal teams as well as external clients. You can embed the code for the meeting on the website, or connect with teams by simply sending them the link. The first image shows how things look when the meeting link is shared, and the second shows the embedded code on a website (for sending invites).

Connect calendars to avoid meeting conflicts: You can connect up to six different calendars at a time, making it easier for you to schedule meetings without any timing conflicts.

How to Integrate Calendly and Salesforce

Here are some prerequisites before you get started with the integration of Calendly and Salesforce:

  • Teams or Enterprise Calendly account with admin permissions or ownership.
  • Salesforce Enterprise edition or higher edition with admin privileges.

The Stepwise Calendly-Salesforce Integration process

1. To begin, go to the Calendly website.

2. Click Integrations – you can find this in the top right corner.

3. Next click on the Salesforce logo, as shown in the image below.

4. Select Test this integration with Salesforce Sandbox.

5. Log in to your Salesforce sandbox with the credentials.

6. Click Allow access.

7. Now select the Install the Calendly package option.

8. Select Install for All Users, and then click on Install.

9. When the package is installed, go back to Calendly and refresh the page – this will finalize the connection. If not refreshed, the sandbox environment will not update when you schedule events through Calendly.

Note: The sandbox and production org (Salesforce) cannot be connected at the same time. If you’ve already connected a production org to Calendly, you can disconnect this production org and then follow the above steps.

How to Move from Salesforce Sandbox to Production

  1. Go to Integrations, then select Disconnect.
  2. Select Integrate now.
  3. Follow the steps above to finish the setup in your production environment.

Note: Since the Calendly package is installed in production, you will need to migrate (or replicate) any configurations made in the sandbox to production.

Key Features and Customization

Salesforce Calendly Integration can create Salesforce records as invitees book automatically. You can easily create or cancel meetings. You can also:

  • Create leads.
  • Create events.
  • View upcoming events from a record’s open activities.
  • Track canceled and rescheduled events for individual invitees.
  • Report on activity sourced by Calendly.
  • Customize flows, update Leads, Opportunities, and Contacts.
  • Create tasks on any standard SFDC objects.

The comprehensive Calendly package can be customized to fit your business needs:

  • Update a Lead, Contact, or Opportunity.
  • Filter the flow to trigger only on specific conditions (e.g. event type or user).
  • Map invitee responses in Calendly to fields in Salesforce, such as Employee Number.

How to Create a Lead Automatically in Salesforce Using Calendly

We have discussed embedding Calendly in your business website. In addition, Calendly allows the customizing of forms to help in capturing additional Lead information in Salesforce.

When the Lead Form is created on Calendly, there is a need to map fields from Calendly to the Salesforce Lead Object.

1. Log in to the Salesforce org (connected to Calendly).

2. Go to Setup and click on Flows. Then click on CreateEvent (this comes out of the box when installing the Calendly package).

3. The following screen will appear. The User will click the Create Record Button to map Calendly fields with Salesforce fields.

4. Now, whenever a new Lead submits the Calendly form to book any meeting(s), it will create a Lead directly in Salesforce for the sales team to quickly act upon.


A Salesforce and Calendly partnership could be the cherry on the top of your ‘business cake’ – seamless integration reduces clicks, drives automation, and helps users stay on top of event data within Salesforce.

Having the right set of people to support this integration can help you to leverage the many benefits Calendly offers. Our team can guide you through the integration process from the beginning to end, as our Certified Salesforce Professionals are experts in this field.

The Author

Shailly Sharma

Shailly Sharma is the Customer Success Manager at SP Tech.


    June 02, 2022 11:07 pm
    I do love using Calendly it is an amazing tool but the Salesforce integration just seems a bit odd because you have to have teams or enterprise calendly to get the Salesforce integration... So if you are paying that money for calendly why not just upgrade Salesforce and get very similar functionality directly from Salesforce?
    August 19, 2022 3:59 am
    Amazing article..! Can we also cancel/create Calendar events in Salesforce and push it to Calendly?
    August 25, 2022 6:28 pm
    We are vetting a move from ChiliPiper to Calendly, however, it appears that there aren't lead routing options available when the incoming lead already exists in Salesforce. This workflow above is great when the lead is new, but this apparent limitation may be the reason we back off consideration....unless I'm missing something?
    Sharm Das
    December 29, 2022 5:51 pm
    We have a coach/coachee booking scenario where the coaches are contacts in Salesforce and would like the events to be assigned to the existing contacts who are not Salesforce users. Is that possible? Due to patient confidentiality we do not wish to create the invitees as Leads or Contacts. There is something about sending a SFID (in the documentation) when the meeting is scheduled but I do not know where I would add this. Will it then create the link to the Coach who is a contact in Salesforce?

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