Cal.com integration with Salesforce
How to Create Salesforce leads from new bookings in Cal.com
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Salesforce leads from new bookings in Cal.com" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Cal.com integrations
Cal.com actions
Nekton can use any feature that is available in Cal.com API.
Using our advanced AI, you can easily create custom automations for Cal.com.
Here are some typical actions you can do in your automated workflows.
Booking Cancelled
Triggers when a booking is cancelled.
Booking Rescheduled
Triggers when a booking is rescheduled.
Booking Created
Triggers when a new booking is created.
Meeting Ended
Triggers after meeting ends.
About Cal.com
Scheduling infrastructure for absolutely everyone.