■Overview
This is a flow that registers a lead object record in Salesforce when an appointment is scheduled in Calendly.
■Recommended for
1. Those who create and manage appointments with Calendly
・Sales representatives or sales assistants who schedule meetings with clients
・Customer service department staff who plan and manage webinars
・Company representatives who use it for departmental meetings
・Administrative staff who manage schedules using digital tools
2. Those who register leads in Salesforce
・Sales department personnel responsible for managing numerical targets
・Personnel from the headquarters of companies with many branches
3. Those who want to reduce manual input and automate processes
・Owners of small and medium-sized businesses aiming for operational efficiency
・Administrative staff who handle a lot of data entry tasks
・Marketing personnel who use digital tools for their work
■Benefits of using this template
・By automatically adding lead object records to Salesforce from Calendly registrations, it reduces the need for manual input and enhances operational efficiency.
・Automatically registering leads in Salesforce prevents registration omissions and ensures effective sales approaches.
・Since information is registered in Salesforce at the time of appointment scheduling, it allows for preparation time before meetings, such as gathering information and confirming approach methods, enabling high-precision sales activities.
■Notes
・Please integrate Calendly, Salesforce, and Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
.avif)
.png)
.png)
