Add to Salesforce when an event is created in Calendly

■Overview

Manually transferring information to Salesforce every time a new event is created in Calendly is time-consuming and prone to input errors. With this workflow, a record is automatically added to Salesforce whenever an event is created in Calendly, helping you eliminate these issues and manage customer information smoothly.

■Who should use this template

• Sales professionals who manually register event information obtained through Calendly in Salesforce
• Team leaders looking to streamline customer information entry and reduce missing or incorrect data
• Those who want to quickly reflect data in Salesforce and prevent missed sales opportunities

■Benefits of using this template

• Automate the process from creating an event in Calendly to adding a record in Salesforce, freeing up the time previously spent on manual data entry for other tasks.
• Eliminate manual data transfers to prevent human errors such as incorrect entries and missing contact information, improving data accuracy.

■Flowbot steps

1. First, connect Calendly and Salesforce to Yoom.
2. Next, select Calendly as the trigger and configure the “When an event is created (webhook trigger)” action. This starts the flow whenever a new event is created in Calendly.
3. Finally, select Salesforce as the operation and configure the “Add a record” action. Map the event information obtained from Calendly to the corresponding fields in the specified Salesforce object.

※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger is activated.

■Customization options

• For the Salesforce operation, you can specify the object where the record will be added, such as Leads, Accounts, Contacts, or Tasks.
• You can flexibly customize each Salesforce field by mapping information obtained through the Calendly trigger—such as the attendee’s name, email address, and event date and time—or setting fixed values according to your business needs.

■Important notes

• Connect both Calendly and Salesforce to Yoom.
• Salesforce is available only on the Team and Success Plans. On the Free and Mini Plans, operations and Data Connects configured in Flowbots using Salesforce will result in errors.
• Paid plans, including the Team and Success Plans, come with a 2-week free trial. During the free trial, you can use apps that are otherwise subject to plan restrictions.