Connect Calendly to Salesforce

Cancel scheduled event

Tool to cancel a scheduled Calendly event by creating a cancellation record. Use when you need to permanently cancel an existing, active event. The cancellation will trigger notifications to all invitees.

Create Event Type

Tool to create a new one-on-one event type (kind: solo) in Calendly. Use when you need to programmatically create a new event type for scheduling meetings.

Create One-Off Event Type

Creates a temporary Calendly one-off event type for unique meetings outside regular availability, requiring valid host/co-host URIs, a future date/range for `date_setting`, and a positive `duration`.

Create scheduling link

Create a single-use scheduling link. Creates a scheduling link that can be used to book an event. The link allows invitees to schedule up to the specified maximum number of events. Once the limit is reached, the link becomes inactive.

Create share

Creates a customizable, one-time share link for a Calendly event type, allowing specific overrides to its settings (e.g., duration, availability, location) without altering the original event type.

Create single use scheduling link

Creates a one-time, single-use scheduling link for an active Calendly event type, expiring after one booking.

Add contact to campaign

Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.

Add lead to campaign

Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted,...

Add product to opportunity

Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.

Apply lead assignment rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after ru...

Associate contact to account

Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.

Clone opportunity with products

Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.