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Effortlessly Schedule Meetings and Manage Contacts with Unified Data Between Calendly and Salesforce
Sync Calendly and Salesforce with Improvado through our simple setup.
Improvado normalizes raw data and channels it in your visualization platform
Get fresh and highly granular insights on your marketing efforts from custom dashboards
Calendly is an automated scheduling platform that simplifies the process of booking meetings by eliminating back-and-forth emails. It offers features like calendar integrations with Google, Outlook, and Zoom, enabling real-time availability updates. Users can set custom event types, buffer times, and round-robin assignments to optimize team scheduling workflows. In marketing environments where 89% of marketers say inconsistent data causes misalignment, Calendly helps maintain accuracy by syncing appointment data directly to CRM systems, reducing manual entry errors.
For businesses managing complex marketing operations, integrating Calendly with Improvado enhances data consistency by aggregating scheduling metrics into centralized dashboards. This integration eliminates 90% of marketing-related IT tickets by automating data transfers and providing detailed analytics on meeting trends and conversion rates. The combined solution supports data-driven decision-making and streamlines cross-departmental collaboration in fast-paced marketing teams.
Salesforce is a cloud-based customer relationship management (CRM) platform designed to help organizations streamline sales, service, and marketing operations. By centralizing customer data, it enables teams to deliver personalized experiences and improve decision-making.
Businesses benefit from enhanced collaboration and automated workflows that reduce manual tasks and increase efficiency. Its integration with Improvado connects 500+ sources, providing comprehensive data insights for smarter strategies.
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The Calendly + Salesforce dashboard centralizes your scheduling and CRM data, providing clear insights to streamline workflows. It offers a unified view of appointment metrics alongside sales performance, helping teams make data-driven decisions efficiently.
The integration connects Calendly scheduling data directly to Salesforce records, automatically creating or updating leads and contacts when meetings are booked. This streamlines sales workflows by ensuring all appointment details are visible in Salesforce without manual entry.
Setup requires admin access to both Calendly and Salesforce accounts, along with configuring OAuth permissions and mapping Calendly event data fields to Salesforce objects. Tools like Improvado can assist in automating complex data flows and ensuring accurate data synchronization.
This integration reduces manual data entry, improves lead tracking, and accelerates follow-ups by syncing scheduling data in real time. Sales teams gain clearer visibility into customer interactions, allowing for more personalized engagement.
Calendly pushes event details such as attendee info, meeting time, and event type into Salesforce records through API calls. Improvado can enhance this process by consolidating data from multiple sources, ensuring consistent and clean datasets across platforms.
Yes, you can map specific Calendly
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