Salesforce & Calendly Integration Services

Best Company for Salesforce and Calendly Integration Solutions

Automate Your Scheduling and Lead Management with Salesforce and Calendly Integration

At KloudCodey Services, we offer seamless Salesforce and Calendly integration services that help businesses automate the transfer of data between these two platforms. Without writing a single line of code, you can easily integrate Calendly with Salesforce, enabling you to automatically create leads from Calendly events and streamline your scheduling and lead management process.

How Salesforce and Calendly Integration Proves Helpful

Salesforce and Calendly integration streamlines scheduling, enhances customer interactions, and improves workflow efficiency by automating appointment management.

Event & Lead Creation

When you schedule an event through Calendly, the recipient’s email is automatically checked in Salesforce. If no record is found, a new lead will be created with the recipient’s details, ensuring that no potential customer is missed.

Lead or Contact

If the recipient’s email is already present in Salesforce, the integration creates an event in Salesforce and associates the recipient’s record with either a lead or contact. This helps to keep track of all engagements and interactions with your contacts.

Event Cancelled

If a scheduled event is canceled, the record is automatically updated with the word “Cancelled” and will appear in the Salesforce platform under Open Activities. This feature ensures that your system remains up-to-date and accurate.

Assigning Users

When a new lead is created from a Calendly event, the system automatically assigns the newly created record to a designated user within Salesforce, ensuring that the right team member handles the lead or contact.

Why Choose KloudCodey Services?

KloudCodey offers cutting-edge technology solutions, industry expertise, and a client-centric approach to drive business success.

Experienced Team

Our team consists of experienced Salesforce experts who can handle any type of Salesforce integration, ensuring that your business runs smoothly with automated workflows.

Scalable Solutions

We provide scalable integration solutions designed to grow with your business and deliver greater ROI by streamlining your processes and saving valuable time.

Quality Solutions

We are committed to providing top-quality solutions, ensuring that the integration process is seamless and provides maximum value to your business.

On-Time Delivery

We understand the importance of timely execution. Our integrations are completed within the agreed-upon time frame to ensure your business can start benefiting from the integration right away.

Certified Team

Our certified Salesforce consultants bring a wealth of expertise and will ensure the integration is executed flawlessly, meeting your specific needs and business goals.

Highest CSAT Score

We take pride in delivering exceptional client experiences, which is reflected in our high Customer Satisfaction (CSAT) scores. Our clients trust us to deliver quality and results.