Calendly + Zoho CRM
Create Zoho CRM entries for new Calendly invitees
Improve your productivity with this workflow that springs into action the moment a new invitee is added in Calendly. In response, a new module entry gets created in Zoho CRM, keeping your customer relationship management neatly organized. This streamline integration between Calendly and Zoho CRM ensures efficient data entry while clearing tasks off your daily schedule.
Improve your productivity with this workflow that springs into action the moment a new invitee is added in Calendly. In response, a new module entry gets created in Zoho CRM, keeping your customer relationship management neatly organized. This streamline integration between Calendly and Zoho CRM ensures efficient data entry while clearing tasks off your daily schedule.
- 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
