The first step in this process is to integrate your Calendly with Salesforce. Calendly provides the ability to integrate with Salesforce, however it is tricky to find a way to automate any updates, other than having an event be created on the Lead. While this software is fantastic for scheduling meetings with prospects, some Calendly users (including us!) want the ability to be able to update custom Salesforce fields once a Calendly meeting is scheduled. The Calendly user and prospect will then get an automated meeting invite, and will have a time booked for an initial conversation or demo! Their Calendly calendar can be synced back to an Outlook, Google, or any other Calendar, and the prospect will be able to select and block a free time. Sales reps can send out their Calendly link, or it can be added to automated emails and sent to prospects. ![]() It allows prospects to schedule time with a sales rep without coordinating with each other first, and it’s as easy as the click of a button. ![]() Calendly is a software that integrates directly with your sales team’s calendars.
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