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Integrate Zoho CRM with Calendly to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Zoho CRM with Calendly - no code necessary. See how you can get setup in minutes.

Select a trigger from Zoho CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Zoho CRM, a trigger could be "New Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from Calendly

An action is what takes place after the automation is triggered. For example, with Calendly, the action could be "Create One-Off Meeting."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Zoho CRM to Calendly

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Triggers and actions are the main components of every automated workflow.

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Set up your first integration

Quickly connect Zoho CRM to Calendly with a Zapier template.

Our most popular template

Create or update Zoho CRM module entries for new invitees in Calendly
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Calendly + Zoho CRM
Create Zoho CRM entries from new Calendly invitees
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Calendly + Zoho CRM
Create new Zoho CRM entries when invitees are added in Calendly
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Calendly + Zoho CRM
Create Zoho CRM entries for new Calendly invitees
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Calendly + Zoho CRM
Create Zoho CRM app extensions whenever new Calendly invitees are added
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Calendly + Zoho CRM
Update Zoho CRM entries when Calendly invitees cancel
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Calendly + Zoho CRM

Create or update Zoho CRM module entries for new invitees in Calendly

Premium

Calendly + Zoho CRM

Create Zoho CRM entries from new Calendly invitees

Premium

Calendly + Zoho CRM

Create new Zoho CRM entries when invitees are added in Calendly

Premium

Calendly + Zoho CRM

Create Zoho CRM entries for new Calendly invitees

Premium

Calendly + Zoho CRM

Create Zoho CRM app extensions whenever new Calendly invitees are added

Premium

Calendly + Zoho CRM

Update Zoho CRM entries when Calendly invitees cancel

Premium

Calendly + Zoho CRM

Update Zoho CRM entries whenever new invitees are created in Calendly
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Calendly + Zoho CRM
Convert new Calendly invitees into leads in Zoho CRM
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Calendly + Zoho CRM

Make work flow with AI

Level up your Zoho CRM to Calendly integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Zoho CRM + Calendly integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Zoho CRM and Calendly

How do I set up the integration between Calendly and Zoho CRM?

To set up the integration, you need to create a Zap where Calendly is the trigger app and Zoho CRM is the action app. Log in to your Zapier account, find / create a Zap, and select 'Calendly' as your trigger. You can then authenticate with Calendly to capture events. Next, select 'Zoho CRM' as your action app and authenticate it to send data into Zoho CRM.

What types of triggers can I use with Calendly for this integration?

You can use triggers such as 'Invitee Created' from Calendly, which fires whenever someone schedules an event with you. This allows you to take immediate actions in Zoho CRM, like creating or updating records.

Can I update existing contacts in Zoho CRM when a new event is scheduled in Calendly?

Yes, when a new invitee is created in Calendly, you can configure an action in Zoho CRM within our Zap to either create a new contact or update an existing one based on the email address matching logic.

How do we manage authentication between Calendly and Zoho CRM through our platform?

Our platform requires you to authenticate both your Calendly and Zoho CRM accounts. During setup, you'll be prompted to grant access permissions via OAuth for both services to ensure data can securely pass between them.

Is there support for handling multiple event types from Calendly in a single integration flow?

Yes, you can filter different event types using our filter feature after setting up triggers from Calendly. This allows specific actions within Zoho CRM depending on which type of event was scheduled.

What happens if there's a failed sync between Calendly and Zoho CRM? How do we troubleshoot it?

If there's a failed sync due to connection issues or invalid triggers/actions setup, check the task history in our dashboard for error details. You might need re-authentication or adjustments in fields mapping. For complex issues, reach out to our support team.

Can we capture reschedules or cancellations from Calendly into Zoho CRM records?

Yes, apart from initial scheduling events as triggers, you can also set triggers for rescheduled or canceled events so that these changes are reflected appropriately within your records on Zoho CRM.

Connect Zoho CRM and Calendly to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Zoho CRM and Calendly to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Event Name
  Required
- Host User
  Required
- Co-hosts
- Duration (in minutes)
  Required
- Time Zone
- Start Date
  Required
- End Date
  Required
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write

New Lead
Triggers when a new lead 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
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related_Module
  Required
- Related Entry ID
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Webhook subscription scope
  Required
Trigger
Instant
Try It
- Webhook subscription scope
  Required
Trigger
Instant
Try It
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- Search
  Required
Action
Search

Learn how to automate Zoho CRM on the Zapier blog

Learn how to automate Calendly on the Zapier blog

About Zoho CRM

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

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 Help

Related categories

Scheduling & Booking

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