Calendly + Zoho CRM
Update Zoho CRM module entries when Calendly invitees cancel
Ensure your CRM remains current with your latest meeting updates. This workflow springs into action when someone cancels a meeting in Calendly—it then generates or updates an entry in your Zoho CRM. By doing so, your customer relationship management becomes more efficient and streamlined, eliminating the need for manual tracking and providing you with real-time insights.
Ensure your CRM remains current with your latest meeting updates. This workflow springs into action when someone cancels a meeting in Calendly—it then generates or updates an entry in your Zoho CRM. By doing so, your customer relationship management becomes more efficient and streamlined, eliminating the need for manual tracking and providing you with real-time insights.
- When this happens...Invitee Canceled
Triggers when an invitee cancels a scheduled 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
