Calendly + Zoho CRM
Create Zoho CRM entries for new Calendly invitees
Ensure no potential client slips through the cracks with this powerful workflow between Calendly and Zoho CRM. When a new invitee creates an appointment in Calendly, this easy-to-use automation will simultaneously add a new entry for them into Zoho CRM. With each booking, you create a meaningful touch point in your CRM system, saving you time, minimizing manual data entry, and helping you nurture client relationships with ease.
Ensure no potential client slips through the cracks with this powerful workflow between Calendly and Zoho CRM. When a new invitee creates an appointment in Calendly, this easy-to-use automation will simultaneously add a new entry for them into Zoho CRM. With each booking, you create a meaningful touch point in your CRM system, saving you time, minimizing manual data entry, and helping you nurture client relationships with ease.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Module Entry
Creates a new entry in a module
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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
