Salesforce Calendly integration is not a piece of cake. It’s a long, time taking, and technical process where one faces multiple questions. Here are the most frequently asked ones.

Frequently asked questions related to salesforce to our technical team

The process works as follows:

  • Authentication of Calendly and Salesforce
  • Pick a connector app as a trigger. This app will start automation
  • Choose resulting action from other apps
  • Select the data you send from one to another app
  • The integration gets completed.

There are many benefits of integration and one of the most important ones is the drag and drop functionality makes it easy to use platform for non-technical people.

The integration between Salesforce and Calendly helps businesses to manage meetings and increase the efficiency of a sales team. It will improve the chances of turning lead into sales.
You can schedule a Calendly meeting without leaving the Salesforce platform, and once the meeting gets scheduled there, you can create events on any Salesforce object.
You can also check the details of upcoming & past meetings, track activities, measure them, and easily map the information gathered.
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