Salesforce and Calendly integration + automation

Salesforce and Calendly integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Calendly connectors, which can connect to any service without the need for separate integration tools.

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Calendly logo
Integrations

Integrate Salesforce + Calendly seamlessly

Win more deals, streamline sales operations, and flexibly manage scheduling with Salesforce + Calendly integrations. Anyone can use our low-code interface to bi-directionally sync Salesforce + Calendly with any data source, including webhooks, FTP, flat files (such as CSVs), email, and all your go-to tools (even using data within custom fields).

Need Salesforce + Calendly connectors to sync sales, customer, and scheduling data across your organization? You can use our visual, drag-and-drop builder to rapidly stand up custom Salesforce + Calendly integrations, without relying on IT support. Connect your entire tech stack to flow data across all your tools and teams and make your sales and scheduling operations hyper-efficient.

Rapidly schedule meetings and events to respond to hot leads with powerful, multi-step Salesforce + Calendly automation. You can build custom workflows that automatically create meeting events and give you the power to book more meetings instantly.

Salesforce and Calendly Connector Details

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Salesforce

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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Calendly logo

Calendly

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UsesAll, Sales
CategoryScheduling and Time Tracking
Triggers
Webhook
Connector TypeTray Connector
Operations
Get personal informationList event typesRaw HTTP request (advanced)
View documentation

The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
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