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How Zapier works

Zapier makes it easy to integrate Calendly with Zoho CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Calendly

A trigger is an event that starts your Zap and runs the workflow. For example, with Calendly, a trigger could be "Invitee Canceled."
A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho CRM

An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Calendly to Zoho CRM

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Calendly to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Calendly + Zoho CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Calendly and Zoho CRM

How do I set up the integration between Calendly and Zoho CRM?

To set up the integration, you need to create a Zap where Calendly is the trigger app and Zoho CRM is the action app. Log in to your Zapier account, find / create a Zap, and select 'Calendly' as your trigger. You can then authenticate with Calendly to capture events. Next, select 'Zoho CRM' as your action app and authenticate it to send data into Zoho CRM.

What types of triggers can I use with Calendly for this integration?

You can use triggers such as 'Invitee Created' from Calendly, which fires whenever someone schedules an event with you. This allows you to take immediate actions in Zoho CRM, like creating or updating records.

Can I update existing contacts in Zoho CRM when a new event is scheduled in Calendly?

Yes, when a new invitee is created in Calendly, you can configure an action in Zoho CRM within our Zap to either create a new contact or update an existing one based on the email address matching logic.

How do we manage authentication between Calendly and Zoho CRM through our platform?

Our platform requires you to authenticate both your Calendly and Zoho CRM accounts. During setup, you'll be prompted to grant access permissions via OAuth for both services to ensure data can securely pass between them.

Is there support for handling multiple event types from Calendly in a single integration flow?

Yes, you can filter different event types using our filter feature after setting up triggers from Calendly. This allows specific actions within Zoho CRM depending on which type of event was scheduled.

What happens if there's a failed sync between Calendly and Zoho CRM? How do we troubleshoot it?

If there's a failed sync due to connection issues or invalid triggers/actions setup, check the task history in our dashboard for error details. You might need re-authentication or adjustments in fields mapping. For complex issues, reach out to our support team.

Can we capture reschedules or cancellations from Calendly into Zoho CRM records?

Yes, apart from initial scheduling events as triggers, you can also set triggers for rescheduled or canceled events so that these changes are reflected appropriately within your records on Zoho CRM.

Connect Calendly and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Learn how to automate Calendly on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

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About Calendly
Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.
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  • Scheduling & Booking
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About Zoho CRM
Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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  • CRM (Customer Relationship Management)
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