Wednesday, February 15, 2023 · 1 min read

Salesforce-compatible calendar scheduling infrastructure

Assantewa Heubi
Assantewa HeubiContent Creator
Salesforce-compatible calendar scheduling infrastructure

What is Salesforce?

Salesforce is a customer relationship management (CRM) platform that helps businesses by providing a one-stop solution for managing customer interactions and relationships. Salesforce has a dynamic suite of tools that simplify customer-related data management and analysis, marketing processes, and sales automation.

As a cloud-based product, Salesforce is easy to maintain since the user doesn’t need to worry about constantly changing system requirements or updates. This helps to ensure that Salesforce is accessible to businesses and organizations of all sizes globally. One of the easiest ways to enhance your Salesforce workflow is by connecting your Salesforce account to Cal.com. This lets you take advantage of Cal.com’s white-label-friendly, open-source scheduling platform by combining it with Salesforce CRM capabilities. This can be effortlessly done by following the steps outlined below.

How to use Salesforce with Cal.com

  • Login to your Cal.com account 

  • Visit the Cal.com app store

  • Choose [other] from the featured categories

  • Select the Salesforce app by clicking on the button called [details]

  • Once you are on the app page, select the [install] button

  • You will now be redirected to the Salesforce app integration page 

  • Next, log in to your Salesforce account 

  • Finally, follow the remaining on-screen prompts to finish setting things up

Once you’ve connected the two platforms, Salesforce can turn your Cal.com meeting attendees into Salesforce Contacts. This reduces runaround by ensuring a direct continuity of service between the two platforms. This also means you can take advantage of Cal.com features like routing forms, meeting QR codes, and analytics integration. 

Since Cal.com is open source, it’s customizable. Businesses, organizations, and developers can customize Cal.com according to their specifications and needs. This makes it easy to create a custom scheduling environment that can grow with their team as new products and services are incorporated into the workflow. Using Cal.com with Salesforce is an easy way to streamline customer relationship management and take the stress out of scheduling.

Cal.com is now FREE for individuals - sign up here

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