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Relay

Relay provides seamless integration between Calendly and Salesforce, enabling businesses to streamline their scheduling and CRM processes. By combining these two powerful apps, users can automatically sync their calendars and contact information, ensuring accurate and up-to-date data across platforms.

Automatically create new Salesforce records for scheduled meetings in Calendly, including all relevant details and participant information. This ensures that sales teams have access to the most up-to-date and accurate data.

Leverage AI autofill to automatically populate missing contact information in Salesforce based on data collected through Calendly. This saves time and ensures data completeness.

Automatically generate new opportunities in Salesforce when a meeting is scheduled through Calendly. This allows sales representatives to quickly follow up and move prospects through the sales pipeline.

To experience the power of these integrations and many more, try Relay for free today.

Salesforce is a widely used Customer Relationship Management (CRM) software that helps businesses manage their sales, marketing, and customer support activities. With its robust features and extensive customization options, Salesforce has become the go-to solution for many organizations.

By integrating Salesforce with Relay, you can streamline your lead generation process. Automatically capture leads from various sources, such as website forms or social media, and push them directly into Salesforce. Use Relay's Double check automations to ensure that the lead data is accurate and complete before being added to your CRM.

Improve your customer service by integrating Salesforce with Relay. Automatically create support tickets from customer inquiries received through email or chat. Use AI Autofill to generate personalized responses and suggestions for customer care agents, based on past interactions.

Simplify your sales reporting by integrating Salesforce with Relay. Automatically generate sales reports and dashboards that provide real-time insights into your team's performance. Use Relay's AI Autofill feature to populate the reports with relevant data, eliminating manual data entry and saving time.

Ready to simplify and automate your workflows? Sign up for a free trial of Relay today and experience the power of seamless collaboration between Salesforce, AI models, and humans.

Calendly is a popular scheduling tool that helps businesses streamline their appointment scheduling process. With Calendly, users can create customized booking links and share them with clients, partners, or team members. Once the link is shared, the recipient can easily choose a convenient time slot from the user's available calendar options. Calendly integrates seamlessly with Relay, a collaborative workflow automation platform, allowing users to automate various tasks associated with appointment scheduling. Here are a few use cases that demonstrate the power of integrating Calendly with Relay and other SaaS products.

With Calendly and Relay, you can automate your lead nurturing process. When a new lead is captured in your CRM, Relay can trigger an automation to send a personalized email through your email marketing tool. By using AI Autofill, Relay can dynamically populate the email content with information pulled from the CRM, creating a personalized experience for each lead.

After scheduling a meeting using Calendly, Relay can be triggered to send follow-up emails automatically. Relay can pull information about the meeting from Calendly and populate the email template with the relevant details. This saves valuable time and ensures that your attendees receive the necessary information without manual effort.

Relay can integrate Calendly with your preferred calendar app to synchronize all your events seamlessly. Whenever a new event is scheduled in Calendly, Relay can automatically create a corresponding event in your calendar app. This ensures that you have a centralized view of all your appointments and can avoid any scheduling conflicts.

To unlock the full potential of Calendly and integrate it with other SaaS tools, try Relay for free today. Start automating your workflows and streamline your business processes.

Automate your Salesforce & Calendly workflows

Connect Calendly to Salesforce

Integrating Salesforce and Calendly

Meeting details in Salesforce

Contact enrichment

Opportunity creation

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