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.

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New Calendly Meeting

Triggers when a new meeting is scheduled in Calendly.

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Update Salesforce Contact

Adds meeting notes to the contact's record in 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"

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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.

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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.

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Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Calendly + Salesforce.

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New Calendly Event Scheduled

Triggers when a new event is scheduled in Calendly

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Calendly Event Cancelled

Triggers when an event is cancelled in Calendly

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Create Contact

Creates a new contact in Salesforce

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Delete Contact

Deletes a contact in Salesforce

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Update Contact

Updates an existing contact in Salesforce

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Read Contact

Reads details of a contact in Salesforce

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Create Account

Creates a new account in Salesforce

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Delete Account

Deletes an account in Salesforce

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Update Account

Updates an account in Salesforce

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Read Account

Reads an account in Salesforce

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Create Case

Creates a new case in Salesforce

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Delete Case

Deletes a case in Salesforce

App details

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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.

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Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

Related apps

Get Started with DryMerge

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