When scheduling meetings with new prospects using Calendly, Salesforce automatically creates a new lead, contact or opportunity. If the prospect already exists, the event will simply be added to the existing record.
Your reps will love using the integration to get back more selling time, and management will love that Salesforce data is always accurate without having to chase down their reps for updates.
Route leads by Salesforce ownership
Instantly schedule leads that come in via marketing forms based on real time Salesforce assignment status, filtering by deal stage, territory, or other fields in Salesforce as needed.
This ensures existing customers and known leads immediately schedule with the right person on your team without any manual follow up or reassignment.
