When people try to connect Calendly and Salesforce, they often run into a few common problems.

First, it can be hard to figure out how these two systems should talk to each other, especially if you've never done it before.

Second, keeping data clean is tough. You don’t want to end up with duplicates or missing info.

Third, not everyone knows about Zapier or how to use it to simplify things, which might make integration seem more complicated than it needs to be.

Lastly, setting up workflows and triggers can be confusing.

Once you get past these hurdles, the integration works wonderfully, but getting there can be a little bumpy.

Here’s a simple guide to connecting Calendly with Salesforce using Zapier:

1. Sign up or log in to Zapier:  
  Go to Zapier's website and create an account if you don't have one.  

2. Connect Calendly to Zapier:  
  Once logged in, click on “My Apps” and search for Calendly.  
  Zapier will guide you on how to connect your Calendly account.  

3. Connect Salesforce to Zapier:  
  Just like Calendly, add Salesforce to your Zapier account via “My Apps.”  
  Zapier will ask for your Salesforce login details.  

4. Create a Zap:  
  A Zap is a link or integration between two apps.  
  Click on “Make a Zap” to start.  

5. Select Trigger:  
  Choose Calendly as the trigger app and pick an event, such as “Invitee Created.”  
  This means the Zap starts when someone books an appointment.  

6. Set up Trigger:  
  Follow the prompts to customize the trigger, like which calendars or events to track.  

7. Choose Action:  
  Now, pick Salesforce as the action app.  
  Choose an action, like “Create a Lead.”  
  This action happens when someone uses your Calendly link.  

8. Match the Fields:  
  Map the data from Calendly to the corresponding fields in Salesforce (like name, email, etc.).  

9. Test and Activate:  
  Run a test to make sure everything is working correctly.  
  If the test is successful, turn on your Zap.  

10. Enjoy:  
   Now, every time someone books a call with you using Calendly, their details will go straight into Salesforce.