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Set up your first integration
Quickly connect Calendly to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Calendly with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Event Canceled" from Calendly.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Calendly and Zoho CRM, automating your workflow.
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.
- Event Canceled
Triggers when an event is canceled.
Try ItTriggerPolling - Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Try ItTriggerInstant- Routing Form
Try ItTriggerInstant- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
ActionWrite
- Free Plan Copy
- Webhook subscription scopeRequired
Try ItTriggerInstant- Free Plan Copy
- Webhook subscription scopeRequired
Try ItTriggerInstant- Event UUIDRequired
- Reason
ActionWrite- Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
ActionWrite
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Practical ways you can use Calendly and Zoho CRM
Create CRM leads from Calendly scheduling.
When an invitee schedules a meeting in Calendly, Zapier automatically creates a new lead in Zoho CRM. This automation helps business owners maintain an up-to-date sales pipeline, saves time, and ensures no prospective client falls through the cracks.
Business Owner
Track meeting cancellations in CRM.
When a Calendly event is canceled, Zapier can log this as an update in Zoho CRM for the corresponding lead. This ensures teams have a clear history of interactions, aiding transparency and data consistency across systems.
ITCapture leads from Calendly into Zoho CRM.
Whenever an invitee schedules a marketing consultation using Calendly, Zapier will automatically create or update a lead record in Zoho CRM. This automation keeps your lead database organized, increasing efficiency and providing your team with accurate data for targeted follow-ups.
Marketing & Marketing OpsLearn how to automate Calendly on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Calendly + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Calendly and Zoho CRM
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.
