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.

Uses

Sales, Marketing

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record UpdateShow all

Operations

Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create recordShow all

See documentation >

Uses

All, Sales

Category

Scheduling and Time Tracking

Connector type

Tray Connector

Triggers

WebhookShow all

Operations

List event types, Get personal informationShow all

See documentation >
sean-passanisi

With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

Udemy

Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021
Salesforce logoCalendly logo

Salesforce + Calendly

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.

Popular Customer Relationship Management (CRM) and Scheduling and Time Tracking Connectors

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Transforming over 47,000+ organizations

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The Tray Platform is...

Flexible

Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

Resources

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

Read Blog
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Streamline strategic sales with an automated deal desk

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sales marketing mix

Sales ops best practices

See Library
Pipeedrive a Tray.io partner

Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

See Partner Website
Intercom a customer of Tray.io

Intercom unlocks new efficiencies with sales automation

Read the Intercom blog
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Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Read Blog

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