With our Salesforce integration you can sync data between Cal.com and your instance of Salesforce.

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Basic functionality

  • On booking, we create an event record under a lead/contact record
  • On reschedule, we adjust the event record’s dates
  • On cancellation, we delete the event record

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Event Type Options

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On booking, add events on and new attendees as

Choose which record to create Salesforce events under or if the attendee does not exist in Salesforce as the selected record create a new record of the chosen type. We search for records based on the attendee email.

Options

  • Contact
  • Lead
  • Contact under an account

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Do not create new records for guests added to the booking

If this option is enabled, we will only handle creating events under the main attendee of the event and not additional guests

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Skip creating contacts if they do not exist in Salesforce

This option is available when adding events on contacts. If the option is enabled, skip creating new contacts if they do not exist in Salesforce already.

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Create event on contact, if it exists. Else fallback to lead

This option is available when adding events on leads. If this option is enabled, we check if a contact already exists with the attendee’s email. If it does, create the event on the contact record. If it does not exist, then we create the event on an existing lead record or create a new lead

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Create a new contact under an account based on email domain of attendee and existing contacts

This option is available when adding events on leads or a contact under an account. If this option is enabled, we create a new contact under an account if it does not already exist then create an event under that new contact.

Determining which account an attendee belongs to

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If the contact does not exist under an account, create new lead from attendee

This option is available when adding events on contacts under an account. If a contact under an account does not exist, then create a new lead record.

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On booking, write to event object

When a booking is created, you can write to specific fields on the event record. To write to a field you need the following:

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On booking, write to a custom field on the attendee record

This option writes to fields on the type of record that is set to create events on. To write to a field you need the following:

  • The API field name ex. Custom_Field__c
  • The field type in Salesforce. We current support the following types:
    • Text (text, textarea )
    • Date (date, datetime)
    • Phone
    • Checkbox
    • Picklist
    • Custom (ignores field validations)
  • The value that you want to pass to the field (Mapping data from Cal.com to Salesforce)
    • For checkbox fields, you can choose whether to pass true or false
    • For picklist fields, the value passed needs to match the value of a picklist option
  • When to write to the field
    • When the field is empty
    • On every booking, overwriting the previous values

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Change record owner on booking

If you have an integration account that is creating records in Salesforce, you can pass the integration account name and Cal.com will change the owner of the attendee record to the organizer of the booking.

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If attendee exists in Salesforce, book directly with the owner

This option is available for round robin events. When this option is enabled, you can pass ?email as a URL param in the round robin booking link, Cal.com searches Salesforce for the record owner. If the record owner is a host of the round robin event, then only that owner’s availability is presented and the attendee books directly with the owner.

Options to search ownership against

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If attendee has a free email domain, skip the ownership check and round robin as normal

If this option is enabled, if the attendee has a free email domain (ex. gmail.com) then ignore any Salesforce ownership checks.

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On cancelled booking, write to event record instead of deleting event

When this option is enabled, instead of deleting the event record we write to specific fields. To write to a field you need the following:

  • The API field name ex. Custom_Field__c
  • The field type in Salesforce. We current support the following types:
    • Text (text, textarea )
    • Date (date, datetime)
    • Phone
    • Checkbox
    • Picklist
    • Custom (ignores field validations)
  • The value that you want to pass to the field (Mapping data from Cal.com to Salesforce)
    • For checkbox fields, you can choose whether to pass true or false
    • For picklist fields, the value passed needs to match the value of a picklist option
  • When to write to the field
    • When the field is empty
    • On every booking, overwriting the previous values

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Send no show attendee data to event object

When this option is enabled, we set the specific checkbox field to true when an attendee is marked as no-show in Cal.com

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Appendix

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Determining if an attendee belongs under an account

We determine if an attendee belongs under an account in the following order

  • If there is a contact that matches the attendee’s email that belongs to an account
  • If there is an account where the Website field matches the email domain of the attendee
  • If there are multiple contacts that share the same email domain of the attendee, determine which account the majority of the contacts belong to

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Mapping data from Cal.com to Salesforce

When writing to fields in Salesforce, you can pass data from different sources in Cal.com

  • To pass a static value, input the value in the Value field
  • To pass a value from a booking question, wrap the identifier of the booking question in {} brackets. For example, if you have a booking question with the identifier productInterest you would input {productInterest} in the Value field
  • To pass a value from a routing form, wrap the identifier of the field of you want to pass in {} and add the form: prefix. For example, if the field identifier is productInterest you would input {form:productInterest} in the Value field
  • To pass a utm_parameter, pass the parameter name as {utm:parameter} in the value field. We currently support the following:
    • utm_source as {utm:source}
    • utm_medium as {utm:medium}
    • utm_campaign as {utm:campaign}
    • utm_term as {utm:term}
    • utm_content as {utm:content}