Turn qualified Calendly bookings into Salesforce leads
When a booking includes the details you need, capture it as a Salesforce lead without retyping the attendee information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
A promising booking can sit outside the CRM until someone has time to add the person manually.
- Capture qualified attendee details in Salesforce promptly.
- Use supplied booking context to decide whether a lead should be created.
- Keep manual CRM entry out of the booking follow-up.
Setup
Build it in a few focused steps.
- 1Connect Calendly and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for your qualification rule.
- 3Tell Notis to create a Salesforce lead only when the webhook includes your qualification criteria, using the attendee and company details provided.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one qualified example and one that should not create a lead.
Questions about this workflow
Can the workflow decide whether a booking is qualified?
Yes, if you state the criteria in the instruction and provide the needed information in the request. Do not rely on details that neither Calendly nor the request supplies.
What lead information is required?
Salesforce lead creation commonly requires a last name and company. Provide those details or tell Notis how to handle a booking that lacks them.
Will it update an existing lead?
This workflow uses the Salesforce create lead action. It does not update an existing lead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Calendly to Salesforce. A trigger fires from one place; an action lands in another.
Calendly triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
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.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
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.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Calendly and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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