Calendly + Zoho CRM
Create new Zoho CRM entries when invitees are added in Calendly
Boost productivity and keep your customer relationship management seamlessly up-to-date with this workflow. When a new invitee is added in Calendly, this automation springs into action, updating or creating a module entry in Zoho CRM promptly. By eliminating the need for manual data entry after each meeting or event, this workflow saves you time and effort whilst ensuring your CRM stays current.
Boost productivity and keep your customer relationship management seamlessly up-to-date with this workflow. When a new invitee is added in Calendly, this automation springs into action, updating or creating a module entry in Zoho CRM promptly. By eliminating the need for manual data entry after each meeting or event, this workflow saves you time and effort whilst ensuring your CRM stays current.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create/Update Module Entry
Create or update module entries
- Free forever for core features
- 14 day trial for premium features & apps
Webhook subscription scopeRequired
Try ItWebhook subscription scopeRequired
Try ItCancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
SearchRequired
Webhook subscription scopeRequired
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Mark Invitee as No Show
Marks a specific invitee as a no show.
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try It
