How can I define a high-value meeting?

You can define high-value meetings based on criteria like invitee status or meeting type. DryMerge will then handle these criteria.

Can I add custom fields to the opportunities?

Yes, you can. Describe the necessary fields, and DryMerge will ensure these are added to your Salesforce opportunities.

Which professionals use this automation and for what?

Sales executives and account managers use this automation to ensure all high-value meetings are translated into opportunities.

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Calendly + Salesforce

Create Salesforce Opportunities from High-Value Calendly Meetings

Turn high-value Calendly meetings into Salesforce opportunities to ensure your sales pipeline reflects potential deals. This is ideal for sales teams focused on high-value clients and meetings.

New High-Value Meeting

Triggers when a high-value meeting is scheduled in Calendly.

Create Salesforce Opportunity

Creates a new opportunity in Salesforce for the high-value meeting.

See more Calendly to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Update Salesforce Opportunities with Calendly Meeting Outcomes

Calendly + Salesforce

Notify Salesforce Users of New High-Value Calendly Meetings

Calendly + Salesforce

Create Salesforce Events for Rescheduled Calendly Meetings

Calendly + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Salesforce opportunities from high-value Calendly meetings"

Create Salesforce opportunities from high-value Calendly meetings

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Calendly + Salesforce.

New Calendly Event Scheduled

Triggers when a new event is scheduled in Calendly

Calendly Event Cancelled

Triggers when an event is cancelled in Calendly

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Case

Creates a new case in Salesforce

Delete Case

Deletes a case in Salesforce

App details

Calendly

Calendly is an automated scheduling software that makes it easy for people to schedule meetings and appointments. Streamline scheduling and sync events with your calendar.