Thanks for this great content. Is there a way to relate the created event to an opportunity in addition to the basic Lead/contact association ? Thank you !
Yes! When sending your Calendly link you can include the "sfid" query parameter to link the event to an opportunity. More information can be found here: help.calendly.com/hc/en-us/articles/4407766283159-Default-behavior-of-the-Salesforce-package#h_01HBBJ7JNPR67ASRNVDB53JZ9Y
Hey, thanks for the Tutorial! Let me ask you something, can I create an automation that identifies the lead of the person who booked it through Calendly, directly in Salesforce and if that lead contains a specific Item, the lead's stage is modified?
Yes, in the "CreateEvent" flow you could find the matching Lead record by using the CalendlyAction record's invitee email field. If the Lead contains a specific attribute you could have the flow update the Lead stage.
Very helpful. But i am not able to see in Calendly Link in my User Record Page . I have activatet all the flows. Do you have any idea ,where i can be wrong?
Can you check if the "Calendly Link" field was added to the user page layout? Click "Object Manager", then select "User". From here, click on "User Page Layouts" and confirm that the field was added to the page layout.
@@calforce need one more help .How you created this Routing form? I have created one routing Form and when I see in Preview its just like yours. Then I am doing Share Forms . Can you Please let me know What I have to do ? I can see Form Name , Created by, Status = Published and near by a link "Share"
@@calforce Thanks a lot for your reply🙏. I just copy the link and paste it in other tab and its working as yours ,But it is not creating lead in my Salesforce org. I have Activated All the flows as you told in video. Since in my org , we have to fill many required fields to create a new lead . This can be the reason why it is not creating new Lead?
Did you ever get round to creating the video for showing how to pull through custom fields from Calendly please, would be super helpful to us right now **scratches head**
Hey @kiefercopp, I haven't recorded an official video on my channel yet, but I'm happy to record a short video if you have a specific use case in mind. I just sent you a message on LinkedIn.
To associate the calendly event with a user in Salesforce, can it look for multiple objects as options? for example can it be an and or option with phone number and email instead of just email?
Yep! The flows can be customized for this use case. In the "Get Record" elements you can change the logic to search multiple fields / search a different object.
Thank you for the explanation. Is it possible to add an attendee using flows? Example: a round-robin page with different hosts. When an event is created and added to salesforce, I want to add a co-host. The co-host is the same in every event. Is this possible?
@@calforce , There is only one host in calendly. the co-host will be an SF user. My goal is to add to or create a flow in which the user's ID will be added as an event attendee when the event is created in SF. My challenge is the related to field is blank, and it's a required field. It's a lead, so there's no account name to relate to. Any ideas to go around? Maybe create a campaign?
@@robertastoudemire9172 - Thanks for the additional information. Assuming you are on version 2.6, you can update the "Create Event Attendee Template" flow template. In this template, there is an element called "Create Event Relation for Additional Guest". You can copy this element and use the co-host user id as the attendee id. This will add the co-host as an attendee to all events.
You can follow the instructions in the link below to create a "Schedule Calendly Meeting" button in Salesforce. help.calendly.com/hc/en-us/articles/360057224874-Schedule-Calendly-meetings-directly-from-Salesforce#schedule-calendly-meetings-directly-from-salesforce-0-0
After you connect Calendly to Salesforce from Calendly's integration page you'll be provided a link to the package. I've also attached a link to the package below: login.salesforce.com/packaging/installPackage.apexp?p0=04tHq000001IHrJ
Great video. As someone who is setting this up right now this is exactly what I was looking for. Clear and straight to the point.
Thanks for this great content. Is there a way to relate the created event to an opportunity in addition to the basic Lead/contact association ? Thank you !
Yes! When sending your Calendly link you can include the "sfid" query parameter to link the event to an opportunity.
More information can be found here:
help.calendly.com/hc/en-us/articles/4407766283159-Default-behavior-of-the-Salesforce-package#h_01HBBJ7JNPR67ASRNVDB53JZ9Y
Hey, thanks for the Tutorial!
Let me ask you something, can I create an automation that identifies the lead of the person who booked it through Calendly, directly in Salesforce and if that lead contains a specific Item, the lead's stage is modified?
Yes, in the "CreateEvent" flow you could find the matching Lead record by using the CalendlyAction record's invitee email field. If the Lead contains a specific attribute you could have the flow update the Lead stage.
Very helpful. But i am not able to see in Calendly Link in my User Record Page . I have activatet all the flows. Do you have any idea ,where i can be wrong?
Can you check if the "Calendly Link" field was added to the user page layout?
Click "Object Manager", then select "User". From here, click on "User Page Layouts" and confirm that the field was added to the page layout.
@@calforce Many many thanks to you. That's exactly what I was missing.
@@calforce need one more help .How you created this Routing form? I have created one routing Form and when I see in Preview its just like yours. Then I am doing Share Forms . Can you Please let me know What I have to do ? I can see Form Name , Created by, Status = Published and near by a link "Share"
@@nehadixit3813 - when you click "Share" a routing form url will be generated. You can visit that url to fill out the routing form.
@@calforce Thanks a lot for your reply🙏. I just copy the link and paste it in other tab and its working as yours ,But it is not creating lead in my Salesforce org. I have Activated All the flows as you told in video. Since in my org , we have to fill many required fields to create a new lead . This can be the reason why it is not creating new Lead?
Did you ever get round to creating the video for showing how to pull through custom fields from Calendly please, would be super helpful to us right now **scratches head**
Hey @kiefercopp, I haven't recorded an official video on my channel yet, but I'm happy to record a short video if you have a specific use case in mind. I just sent you a message on LinkedIn.
To associate the calendly event with a user in Salesforce, can it look for multiple objects as options? for example can it be an and or option with phone number and email instead of just email?
Yep! The flows can be customized for this use case. In the "Get Record" elements you can change the logic to search multiple fields / search a different object.
Thank you for the explanation.
Is it possible to add an attendee using flows? Example: a round-robin page with different hosts. When an event is created and added to salesforce, I want to add a co-host. The co-host is the same in every event. Is this possible?
Yep! The latest version (2.6) will automatically add Calendly co-hosts and guests as attendees on the Salesforce event.
@@calforce , There is only one host in calendly. the co-host will be an SF user. My goal is to add to or create a flow in which the user's ID will be added as an event attendee when the event is created in SF. My challenge is the related to field is blank, and it's a required field. It's a lead, so there's no account name to relate to. Any ideas to go around? Maybe create a campaign?
@@robertastoudemire9172 - Thanks for the additional information.
Assuming you are on version 2.6, you can update the "Create Event Attendee Template" flow template. In this template, there is an element called "Create Event Relation for Additional Guest". You can copy this element and use the co-host user id as the attendee id. This will add the co-host as an attendee to all events.
Great content, thank you!
Does the Calendly user and the Integration user for Salesforce app need to be the same user for records to get synced?
No, the Salesforce account used to connect Calendly to Salesforce does not need to be the same user.
thanks you@@calforce
How to have a caldenly button on salesforce.
You can follow the instructions in the link below to create a "Schedule Calendly Meeting" button in Salesforce.
help.calendly.com/hc/en-us/articles/360057224874-Schedule-Calendly-meetings-directly-from-Salesforce#schedule-calendly-meetings-directly-from-salesforce-0-0
@@calforce this is for lightening but I want in classic
Although the instructions are for lightning, the video at the top of the page was recorded using Salesforce classic.
@@calforce thanks 😊
@@calforce this is for lightning
where we can get package link?
After you connect Calendly to Salesforce from Calendly's integration page you'll be provided a link to the package. I've also attached a link to the package below:
login.salesforce.com/packaging/installPackage.apexp?p0=04tHq000001IHrJ