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Connect Salesforce to Calendly
Technical Integration Guide & Cost Analysis
Integration Status
Salesforce offers a native integration with Calendly. For most standard use cases (basic contact sync, simple order transfer), this built-in connection is sufficient and free.
Data Flow Architecture
Salesforce Calendly Integration Overview
Streamline sales processes with Salesforce-Calendly integration. Automate meeting scheduling and eliminate manual data entry.
Primary Use Case
Sync Salesforce leads to Calendly for automated meeting scheduling and streamlined sales processes.
medium
20 minutes
Frequently Asked Questions
How do I connect Salesforce to Calendly? ▼
There's no native integration. To connect them, you will need a middleware tool like Make or n8n.
Is the connection between Salesforce and Calendly secure? ▼
Yes. This integration typically uses OAuth 2.0, meaning you grant permission via a secure login window. You do not need to share your raw password, and you can revoke access at any time from your Salesforce security settings.
Is the sync one-way or two-way? ▼
This is typically a one-way sync: Salesforce → Calendly. Changes in Calendly do not sync back to Salesforce.
Will existing data in Salesforce sync to Calendly? ▼
Usually, no. Most native integrations are "forward-looking," meaning they only sync data created or updated *after* you activate the connection. To move historical data, you will likely need to perform a one-time CSV export/import manually.
Can I sync custom fields? ▼
Native integration is limited to standard fields. For custom field mapping, use an automation tool.
Can I add approval steps before syncing? ▼
Native integrations can't do this. For workflows that need human review (e.g., "Manager must approve before creating invoice"), use Relay.app.