Streamline your sales process. When a prospect books a meeting in Calendly, our AI Agent automatically creates or updates leads in Salesforce instantly.
AI Powered CRM Sync
Capture opportunities automatically. No manual CRM entry. RhinoAgents monitors new bookings from your Calendly account 24/7.
Keep your pipeline moving. Lead details are instantly added or updated in Salesforce, ensuring your sales team has the latest info.
Connecting your scheduling and CRM tools shouldn't be hard. Follow these 4 simple steps to automate your workflow.
Log in to your Calendly and Salesforce accounts securely via RhinoAgents. We use industry-standard OAuth authentication.
Select the specific Calendly Event Type you want to monitor. Our AI will listen for new bookings instantly.
Let our AI Agent automatically match your event details (Invitee Name, Email, Phone) to your Salesforce Lead or Contact fields.
Enable the sync. Your leads will now flow from Calendly to Salesforce automatically. Track everything from your dashboard.
Automatically detect new Calendly events, create or update leads in Salesforce, and log meeting activities in real time.
When a new event is scheduled in Calendly, automatically search for an existing Lead or Contact in Salesforce by email. If found, update the record with the new meeting details. If not found, create a new Lead with details from the event (Name, Email, Company). Create a new Event activity linked to the Lead/Contact with the subject, time, and description of the meeting. Ensure no duplicates are created and all activities are logged accurately.
Prompt copied to clipboard! You can now paste it into your AI workflow.
Automatically bridge your scheduling and CRM data. Eliminate manual entry, prevent lost leads, and keep your pipeline up to date with RhinoAgents.
RhinoAgents.com – Automate Your Sales Scheduling.
Everything you need to know about connecting Calendly to Salesforce using RhinoAgents.
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