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Integrating Salesforce and Calendly

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.

Meeting details in Salesforce

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.

Contact enrichment

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

Opportunity creation

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.

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