Calendly + Zoho CRM

Create Zoho CRM modules when invitees cancel in Calendly

Stay on top of your client interactions with this smart workflow. Any time a Calendly invitee cancels their appointment, a new record is instantly created within your Zoho CRM system. This seamlessly connects your scheduling and CRM tools, ensuring your team always has the most up-to-date information. Benefit from decreased manual data entry and enhanced customer communication with this efficient process.

Stay on top of your client interactions with this smart workflow. Any time a Calendly invitee cancels their appointment, a new record is instantly created within your Zoho CRM system. This seamlessly connects your scheduling and CRM tools, ensuring your team always has the most up-to-date information. Benefit from decreased manual data entry and enhanced customer communication with this efficient process.

  1. When this happens...
    CalendlyCalendly
    Invitee Canceled

    Triggers when an invitee cancels a scheduled event.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Event NameRequired

    • Host UserRequired

    • Co-hosts

    • Duration (in minutes)Required

    • Time Zone

    • Start DateRequired

    • End DateRequired

    • Location Kind

    • Location

    • Additional Location Info

    Action
    Write
  • Calendly triggers, actions, and search

    Mark Invitee as No Show

    Marks a specific invitee as a no show.

    Action
    Write
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Scheduled
    Try It
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calendly logo

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.
Learn more

Related categories

  • Scheduling & Booking
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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