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