Calendly + Zoho Books
Create Zoho Books customers from new Calendly invitees
Simplify your customer onboarding process with this Calendly to Zoho Books workflow. When a new invitee is created in Calendly, this automation swiftly sets up a new customer in Zoho Books. Scaling your business becomes easier as this seamless connection quickly populates your customer base while reducing manual data entry tasks.
Simplify your customer onboarding process with this Calendly to Zoho Books workflow. When a new invitee is created in Calendly, this automation swiftly sets up a new customer in Zoho Books. Scaling your business becomes easier as this seamless connection quickly populates your customer base while reducing manual data entry tasks.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Customer
Creates a new customer.
- Free forever for core features
- 14 day trial for premium features & apps
Event Canceled
Triggers when an event is canceled.
Try ItFree Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItRouting Form
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItEvent UUIDRequired
Reason
Event TypeRequired
Start TimeRequired
Invitee EmailRequired
Invitee Full Name
Invitee First Name
Invitee Last Name
Invitee TimezoneRequired
Location Type
Text Reminder Phone Number
Event Guests
Questions
Answers
Enable Invitee Tracking