Bigin by Zoho CRM + Calendly

Create deals in Bigin by Zoho CRM for new Calendly invitees

Streamline your sales process by connecting Calendly and Bigin by Zoho CRM with this workflow. When a new invitee is created in Calendly, a deal is instantly created in Bigin by Zoho CRM, saving you time and effort spent on manual data entry. Keep track of your prospects effortlessly and focus on closing deals, while the automation takes care of the rest.

Streamline your sales process by connecting Calendly and Bigin by Zoho CRM with this workflow. When a new invitee is created in Calendly, a deal is instantly created in Bigin by Zoho CRM, saving you time and effort spent on manual data entry. Keep track of your prospects effortlessly and focus on closing deals, while the automation takes care of the rest.

  1. When this happens...
    CalendlyCalendly
    Invitee Created

    Triggers when an invitee schedules an event

    TriggerInstant
  2. automatically do this!
    Bigin by Zoho CRMBigin by Zoho CRM
    Create Pipeline Record

    Creates a new pipeline record

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
  • Calendly triggers, actions, and search

    Cancel Scheduled Event

    Cancels a scheduled event with a specified reason for the cancellation.

    Action
    Write
    • SearchRequired

    Action
    Search
    • Webhook subscription scopeRequired

    Trigger
    Instant
    Try It
    • Event NameRequired

    • Host UserRequired

    • Co-hosts

    • Duration (in minutes)Required

    • Time Zone

    • Start DateRequired

    • End DateRequired

    • Location Kind

    • Location

    • Additional Location Info

    Action
    Write
  • Calendly triggers, actions, and search

    Mark Invitee as No Show

    Marks a specific invitee as a no show.

    Action
    Write
    • OrganizationRequired

    Trigger
    Instant
    Try It
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About Bigin by Zoho CRM

Bigin is a sales pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

Related categories

  • Scheduling & Booking