How this automation works
This Applet will insert a record into any Salesforce SObject for new Calendly invitees and set up to five fields on the new record. Note: To use First/Last Name ingredients, edit "Name input" on your Calendly event to be"First Name, Last Name."
New event scheduled
Trigger ingredients
Advanced: Insert a Record
Action fields
Services used in this Applet
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Create your own Salesforce and Calendly workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
10 triggers, queries, and actions
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You can add delays, queries, and more actions in the next step!
More on Salesforce and Calendly
About Salesforce
Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way.
Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way.
About Calendly
Calendly is your scheduling automation tool for eliminating the back-and-forth emails for finding the perfect time. Close deals, land candidates, build relationships, and grow your business faster with Calendly.
You will need a Standard Calendly account or higher to use this service.
Calendly is your scheduling automation tool for eliminating the back-and-forth emails for finding the perfect time. Close deals, land candidates, build relationships, and grow your business faster with Calendly.
You will need a Standard Calendly account or higher to use this service.
