Calendly + Zoho CRM
Update Zoho CRM entries whenever new invitees are created in Calendly
Boost your sales process by creating a smooth workflow between Calendly and Zoho CRM. With this automation, every time a new invitee is added in Calendly, the corresponding module entry in Zoho CRM will be updated immediately. This streamlined process ensures you always have the latest client information at your fingertips, saving your time and increasing efficiency.
Boost your sales process by creating a smooth workflow between Calendly and Zoho CRM. With this automation, every time a new invitee is added in Calendly, the corresponding module entry in Zoho CRM will be updated immediately. This streamlined process ensures you always have the latest client information at your fingertips, saving your time and increasing efficiency.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Update Module Entry
Update existing entry in the selected 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
