Calendly + Zoho CRM
Create Zoho CRM app extensions whenever new Calendly invitees are added
Efficiently manage your client interactions and event scheduling. With this workflow, when a new invitee signs up for an event on Calendly, their information is directly recorded in your Zoho CRM. This efficient process ensures swift client or contact integration into your CRM system, boosting your data management practices.
Efficiently manage your client interactions and event scheduling. With this workflow, when a new invitee signs up for an event on Calendly, their information is directly recorded in your Zoho CRM. This efficient process ensures swift client or contact integration into your CRM system, boosting your data management practices.
- 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
