Meetings, appointments, and other commitments might make it hard to finish essential activities. Would it be more efficient to automate these operations in Salesforce? Imagine the relief, increased productivity, and stress-free work life resulting from your staff and clients effortlessly communicating their availability. For all of your Salesforce integration needs, go no further than Calendly Integration by BlueNotary.
This post will walk you through configuring the Calendly package, including the Salesforce integration, and review Calendly’s main features.
What Is Calendly?
The Calendly platform helps you effortlessly plan seminars, events, appointments, and meetings. Never again will the host and invitee have to waste time emailing each other to find a mutually convenient time; instead, everyone can configure their availability and pick a period that works for them.
Your invitees can choose a time and click “Add to Calendar” or share your Calendly link to add the event to your calendar automatically. Calendly makes scheduling meetings, from one-on-one discussions to significant events, easy. It also notifies users of future conferences and accounts for time zones, making scheduling easier.
Calendly and Salesforce’s interface by BlueNotary may automatically create or update Leads, Contacts, Opportunities, and Cases. Salesforce automates these.
Key Features of Calendly
Now, let’s talk about why Calendly Integration by BlueNotary is so popular among businesses.
Automated Meeting Scheduling
Calendly automates the processes, so you never have to worry about poorly managed meetings again. Utilizing automation allows the sessions to be arranged; invitees can be sent the links, and periods can be configured according to your availability. With Calendly, users and their clients can stay in constant contact without wasting time sending possible times and waiting for replies. The convenience is unmatched since the invitees can select their meeting times.
Efficiently integrating schedules
As the name implies, appointments and meetings can be easily scheduled using Calendly by digitally connecting with popular calendars. In addition, by integrating calendar management for popular calendars like iCloud, Google Calendar, and Microsoft Office 365, customers can view their availability for various events. The ability to easily organize various kinds of events is therefore enhanced.
Feature for Analysis
There is a remote possibility that the meetings may be postponed or canceled once they have been arranged. Things can go haywire if this component is not carefully monitored. With Calendly’s powerful analysis capability, users can monitor the status of all planned events and take preventative measures. Users can save a lot of time and energy by using this to reschedule meetings.
Synchronization of Buffer Time
The users get bored and restless when their meetings are planned consecutively, so it’s crucial to synchronize the buffer time. Sincerely, Calendly Integration by BlueNotary coordinates the appointments and gives users a grace period before their next session.
Seamlessly Integrating With CRMs
Amazingly, Calendly integrates with several prominent Customer Relationship Management systems, such as Salesforce, without a hitch. Because of this, the tool may integrate with several other business-oriented applications to improve scheduling and automation.
The Magic of calendly’s Salesforce Integration
More Leads And Streamlined Data
Sales agents or representatives wouldn’t have to log out of Salesforce to track meetings, emails, or different appointments, which would lead to more leads and simplified data. Instead, sales representatives could spend less time on meeting scheduling and more time on lead management if they used Calendly by BlueNotary to perform all this. The data integration between the portals would be streamlined and accessible when establishing, communicating, and contacting new clients.
Less Human Intervention, Less Errors
Automation and technological advances to lessen the load on humans would be the primary goals of merging the two systems. This would lead to less human intervention and fewer mistakes, drastically lowering the rates of human intervention and, in the long run, lessening the likelihood of making mistakes while handling up-to-date information.
Increased Workflows Productivity
The integration of the two platforms automates all the basic entry-level and repetitive processes, greatly increasing workflow productivity and efficiency.
How to Link Calendly to Salesforce
Even a novice may understand and complete the integration process with ease. Now is the time to transform your scheduling process by doing Calendly Integration with Salesforce by BlueNotary.
Subscribers to both Calendly Teams and Salesforce must be on the Enterprise level so that the user can connect the two platforms. Remember to look for the Salesforce Admin Privileges as well!
What to Do When Integrating Calendly with Salesforce:
- Go to Calendly’s website first.
- Locate the page listing integrations, read it thoroughly, and then select the Sales and CRM tab.
- Choose Salesforce from the list of CRMs.
- Select Salesforce from the integration page to be taken to Salesforce’s website for connection.
- Just type in your login info when you reach Salesforce’s website.
- Use object fields or custom flows to install the Calendly package.
- Determine which nation you wish to install the Salesforce package for.
- After that, you’ll reach a page where you may select the recipients of the package for installation. This applies to the administrator, every user, and individual profiles. Pick one that works for everything and go on.
- A dialogue window will ask for third-party permissions once you touch the install button. Please read it carefully before clicking the Allow button.
- You may now monitor the software installation progress.
- After the installation, return to Calendly’s website and click the refresh button.
- An installation of the Calendly and Salesforce connector by BlueNotary may be observed there.
You can do Calendly Integration with Salesforce by BlueNotary in that way.
Please be advised that there are a few things to do when the installation is complete. Customization and the ability to create or cancel event templates are part of these processes.
How to Set Up Calendly Events
Upon login, your dashboard will have a 30-minute meeting booked. If you like this format, click the gear symbol at the top right corner of the event and select Edit from the menu.
You can also generate your own format by utilizing the New Event Type option situated on the right-hand side. To create your own event, just follow their instructions.
You can connect Stripe or PayPal as a Payment Gateway with Calendly by BlueNotary if you want to take payments for your scheduled appointments. To accomplish this, go to the main menu, then click the Integrations tab. From the list, choose the payment gateway that you prefer. After that, the setup process will be walked through. This function is only accessible in the Calendly Professional plan, so please be aware of that.
Above all else, you may customize your event by adding a Cancellation Policy, Reminders, and a Confirmation Page in the settings. Personalizing these parts before activating the calendar on your site is important to keep everything in line with your identity and ensure that your cancellation process is obvious to the customer.
How to Embed Calendly on Your Website
To let clients begin booking using it, you must design your calendar and customize it according to your preferences. Then, you must publish it on your website, which you can accomplish by including an embed code.
To accomplish this, Create-built websites, copy the embed code, paste it into an HTML fragment, and paste it wherever you want it to appear. If your website wasn’t created using Create, your hosting company can tell you how to incorporate embed code into it.
To locate the embed code for your Calendly calendar, follow these steps:
Once you’ve found the New Event Type button, click the gear icon to the right of it. Then, choose Add to Website. Then, select the Inline Embed option and click Continue. Click Copy Code. Then, paste this code into your HTML Fragment and paste it onto your page. Adjust the color options so they fit your website’s colors.
Conclusion
The perfect finishing touch to your “business cake” might be a relationship between Salesforce and Calendly. With its seamless connectivity, users can reduce clicks, drive automation, and remain on top of event data within Salesforce. If you have the correct team behind this integration, you can use all the features that Calendly Integration offers. Because BlueNotary‘s Certified Salesforce Professionals are true specialists in the sector, they can walk you through every step of the integration process.
