Can I filter specific types of meetings to update notes?

Yes, you can define criteria to filter specific types of meetings. DryMerge will then update the notes accordingly.

Can I use this with another CRM besides Salesforce?

Yes, you can. Describe the necessary changes, and DryMerge will configure the automation for your chosen CRM.

Which professionals use this automation and for what?

Sales and account managers use this automation to track interactions and maintain comprehensive contact records.

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Calendly + Salesforce

Update Salesforce Contacts with Calendly Meeting Notes

Keep your contact records up-to-date by synchronizing notes from Calendly meetings with Salesforce contact records. Ideal for sales teams needing a unified view of contact interactions.

New Calendly Meeting

Triggers when a new meeting is scheduled in Calendly.

Update Salesforce Contact

Adds meeting notes to the contact's record in Salesforce.

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

Update Salesforce Contact Preferences Based on Calendly Cancellations

Calendly + Salesforce

Update Salesforce records with New Calendly Event Details

Calendly + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update Salesforce contacts with Calendly meeting notes"

Update Salesforce contacts with Calendly meeting notes

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.