Question from user:
Hello! I have a requirement to integrate a Salesforce Pro Suite edition with Calendly.
As this is not possible out of the box, I will have to go through Zapier, though.
Does any of you know if this is possible – have you tried it? Thanks!
Answer from Nabil:
Going through Zapier is a common workaround, but you might run into limitations depending on how much data you need to sync and how complex your workflows are.
I haven’t personally tried the Zapier path for this specific integration, but generally, Zapier works by connecting the two services’ existing capabilities, so it should be possible for basic event creation and contact updates, although it might not cover every advanced feature.
However, if you’re looking for a more robust, scalable, and customizable solution that bypasses Zapier’s limitations and gives you direct control, you should seriously consider a two-pronged API approach: the Salesforce API plus the Calendly API.
As you noted, the Salesforce Pro Suite doesn’t support API access by default, but you can purchase an add-on product to enable the Web Services API.
Once that’s done and you’ve set up a connected app for OAuth authentication, you can use the REST API or SOAP API to programmatically interact with your Salesforce data.
You would then use the Calendly API to manage events, retrieve booking details, and set up webhooks for real-time updates.
You could then build a lightweight application or use a platform like Google Cloud Platform or Amazon Web Services to act as the intermediary, receiving the webhook data from Calendly and pushing it into Salesforce via the API, ensuring a tight, reliable sync.
Alternatively, if you’re worried about the cost or complexity of the Salesforce API add-on, a brilliant, modern solution involves using the DataLayer on your Calendly embed page, combined with Google Tag Manager (GTM), and a server-side tagging solution like Stape or Google Cloud Platform.
When a booking is made, the Calendly page can push booking details into the DataLayer.
GTM then captures this information and sends it to a server-side container (hosted on Stape or GCP).
From the server, you can then trigger actions using the Salesforce Web-to-Lead/Web-to-Case feature or even a simple server-side application that pushes the data to a custom endpoint you create to avoid API complexities.
This approach is fantastic for scenarios where you mainly need to create new Leads, Contacts, or log a simple event, similar to tracking standard events like page_view or purchase.
This DataLayer + GTM + Stape/GCP setup is particularly popular for marketing and sales teams because it gives you control over the data before it hits the destination and is super flexible for adding other integrations down the line.
I’d lean towards the API approach once you get the add-on, but the DataLayer method is a powerful alternative for event tracking and lead generation if the API isn’t immediately an option.
About The Author
