Calendly + Zoho CRM + Keap Integrations

How to connect Calendly + Zoho CRM + Keap

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Do even more with Calendly + Zoho CRM + Keap

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Calendly, Zoho CRM, and Keap. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Invitee Canceled
Triggers when an invitee cancels a scheduled event.
Trigger
Instant
Try It
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
- ModuleRequired
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

- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
  Account to which the lead need to be merged.
- Overwrite
  If set to true Account name of the above selected Account will be replaced by the Company name.
- Contact ID
  Contact to which the lead need to be merged.
- Assign to
  User ID to which the new contact/account ownership to be assigned.
Action
Write

- ModuleRequired
  Select the module you want to update an entry in.
- LayoutRequired
  Select the layout you want to use to update the entry with.
- Entry IDRequired
  Entry ID to update
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
  Connection should be of 'Administrator' privilege to fetch all entries in the module, otherwise the entries owned by respective users will only be returned.
Action
Search
- E-mailRequired
- LayoutRequired
  Select the layout you want to use to create a lead with.
- Trigger Workflow?
  If "yes", we will trigger any further workflows, approvals, or blueprints inside Zoho. If "no", we will not.
Action
Search or write
- TagRequired
Trigger
Scheduled
Try It
New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Trigger
Instant
Try It
New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Company NameRequired
Action
Write
- Contact IdRequired
- BodyRequired
- Title
- Type
- User Id
Action
Write
- Invoice IDRequired
- Product
- Product QuanityRequired
- Price Override
  Specify a price to charge for this product. This will override the current price in Keap.
Action
Write
- How To Check For DuplicatesRequired
  If a match is found using the option provided, the existing contact will be updated. Otherwise a new contact will be created.
- Email 1Required
- Opt-In
  Has this person opted-in to receiving marketing communications from you? Chose "true" to send them email through Keap.
- First Name
- Last Name
- Middle Name
- Tags
  This field will only add tags. Leaving this field blank during an update will not remove the current tags.
- Title
- Suffix
- Company
  This can be a Company ID or a Company Name.
- Job Title
- Website
- Email 2
- Email 3
- Phone1 Number
- Phone1 Type
- Phone2 Number
- Phone2 Type
- Phone3 Number
- Phone3 Type
- Phone4 Number
- Phone4 Type
- Phone5 Number
- Phone5 Type
- Billing Address Country Code
- Billing Address Street (Line 1)
- Billing Address Street (Line 2)
- Billing Address City
- Billing Address State
- Billing Address Zip Code
- Shipping Address Country Code
- Shipping Address Street (Line 1)
- Shipping Address Street (Line 2)
- Shipping Address City
- Shipping Address State
- Shipping Address Zip Code
- Other Address Country Code
- Other Address Street (Line 1)
- Other Address Street (Line 2)
- Other Address City
- Other Address State
- Other Address Zip Code
- Birthday
- Anniversary
- Spouse Name
- Facebook
- Linked In
- Twitter
Action
Write
- Company NameRequired
Action
Search

Invitee Created
Triggers when an invitee schedules an event.
Trigger
Instant
Try It
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
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
  Comma separated Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
  API docs for Zoho CRM are located here https://www.zoho.com/crm/developer/docs/api/v2/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- E-mailRequired
- LayoutRequired
  Select the layout you want to use to create a contact with.
- Trigger Workflow?
  If "yes", we will trigger any further workflows, approvals, or blueprints inside Zoho. If "no", we will not.
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
  Connection should be of 'Administrator' privilege to fetch all entries in the module, otherwise the entries owned by respective users will only be returned.
- LayoutRequired
- Trigger
  Choose the triggers related to this entry which needs to be executed
Action
Search or write
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Trigger
Instant
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
Try It
- Contact IDRequired
- Order DateRequired
- Product
- Product QuantityRequired
- Price Override
  Specify a price to charge for this product. This will override the current price in Keap.
Action
Write
- Contact Id
- Due DateRequired
- TitleRequired
- User Id
- Description
Action
Write
- ContactRequired
- TagsRequired
Action
Write
- FieldRequired
- ValueRequired
Action
Search
- Company NameRequired
Action
Search or write

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How Calendly + Zoho CRM + Keap Integrations Work

Step 1: Authenticate Calendly, Zoho CRM, and Keap.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Calendly + Zoho CRM + Keap

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

About Zoho CRM

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

Related categories

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About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.

Learn more

Related categories

CRM (Customer Relationship Management)

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Calendly + Zoho CRM + Keap Integrations

How to connect Calendly + Zoho CRM + Keap

Do even more with Calendly + Zoho CRM + Keap

Invitee Canceled

New Contact

New Module Entry

ModuleRequired

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

ModuleRequired

LayoutRequired

Entry IDRequired

Trigger

Create/Update Module Entry

ModuleRequired

LayoutRequired

Trigger

duplicate check fields

Find Module Entry

ModuleRequired

Field nameRequired

ValueRequired

Find or Create Lead

E-mailRequired

LayoutRequired

Trigger Workflow?

Tag Added to Contact

TagRequired

New Credit Card Charge - Merchant Only

New Manual Payment – (Cash, Check)

New Task

Create Company

Company NameRequired

Create Note

Contact IdRequired

BodyRequired

Title

Type

User Id

Add a Product to an Invoice

Invoice IDRequired

Product

Product QuanityRequired

Price Override

Create or Update Contact

How To Check For DuplicatesRequired

Email 1Required

Opt-In

First Name

Last Name

Middle Name

Tags

Title

Suffix

Company

Job Title

Website

Email 2

Email 3

Phone1 Number

Phone1 Type

Phone2 Number

Phone2 Type

Phone3 Number

Phone3 Type

Phone4 Number