Built on Calendly’s export columnsChecked against Salesforce’s import rulesUpdated October 3, 2026
One Calendly row, through the templatecopied as it ischanged on the way1explained below
Calendly export8 columns, 8 used
The template6 formulas
PP
Priya PatelSalesforce Leads, 6 fields
Invitee First NamePriya
Invitee Last NamePatel
Invitee EmailPriya.Patel@example.com
Text Reminder Number+44 7700 900397
Event Type Name30 Minute Demo
Start Date & Time2026-09-08 14:00
Response 1Looking to clean our CRM imports
Invitee Time ZoneEurope/London
First NameFirstNamePriya
Last NameLastNamePatel
EmailEmailpriya.patel@example.com
PhonePhone+44 7700 900397
Lead SourceLeadSource30 Minute Demo
DescriptionDescriptionMeeting time: 2026-09-08 14:00 | Response: Looking to clean our CRM imports | Time zone: Europe/London
Invitee First Name → to First NamePriya
Invitee Last Name → to Last NamePatel
Invitee Email → to Emaillowercasedpriya.patel@example.com
Text Reminder Number → to Phone+44 7700 900397
Event Type Name → to Lead Source30 Minute Demo
Start Date & Time, Response 1, Invitee Time Zone → to Description1joined, with labelsMeeting time: 2026-09-08 14:00 | Response: Looking to clean our CRM imports | Time zone: Europe/London
Where Calendly and Salesforce don’t line up
1
Three columns kept in Description
This template gives Start Date & Time, Response 1 and Invitee Time Zone no Salesforce field of their own.
The template writes them into Description, each with its label, and leaves empty ones out.
CalendlyStart Date & Time 2026-09-08 14:00 Response 1 Looking to clean our CRM imports Invitee Time Zone Europe/London
SalesforceMeeting time: 2026-09-08 14:00 | Response: Looking to clean our CRM imports | Time zone: Europe/London
Check your Calendly export before you import it
Looks for the 8 columns this template reads, and what Salesforce would skip.
Drop your Calendly CSV here
Runs in your browser. Nothing is uploaded, and results are counts only.
Calendly to Salesforce in three steps
Step 1Export from Calendly
Go to the Calendar page.
Use Filter to narrow by date, team member or event type.
Select Export in the top right corner.
The CSV downloads, or arrives by email for a large export.
Calendly lists export on its paid plans; the Free plan is not among them.
Fixes the capitals in names, formats phone numbers, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification, a check against your Salesforce records and dropdowns, and the push, from Starter.
Where does Calendly's export fill Last Name and Company, which Salesforce requires?
Last Name comes from Calendly's Invitee Last Name column; Calendly's export has no column for Company, so add one before you import. The checker above counts the rows with Last Name blank.
Where do Start Date & Time, Response 1 and Invitee Time Zone go?
Into Description on each lead, labeled like "Meeting time: 2026-09-08 14:00 | Response: Looking to clean our CRM imports | Time zone: Europe/London".
Why does Event Type Name go into the Lead Source field?
Salesforce Leads don't have a default event field. Lead Source is the next best home for it, and your reps can filter and report on which event type each lead came from.
Calendly
Salesforce