Calendly + Zoho CRM
Create or update Zoho CRM module entries for new invitees in Calendly
When someone schedules a meeting with you, you'll want their contact info organized in your CRM to be able to follow up . This integration automatically creates/updates module entries in Zoho CRM when you have an invitee created events in Calendly. Now you'll be able to easily find them and follow up in the way you want.
When someone schedules a meeting with you, you'll want their contact info organized in your CRM to be able to follow up . This integration automatically creates/updates module entries in Zoho CRM when you have an invitee created events in Calendly. Now you'll be able to easily find them and follow up in the way you want.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create/Update Module Entry
Create or update module entries
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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
