Calendly + Zoho CRM
Create new Zoho CRM entries when invitees are added in Calendly
Boost productivity and keep your customer relationship management seamlessly up-to-date with this workflow. When a new invitee is added in Calendly, this automation springs into action, updating or creating a module entry in Zoho CRM promptly. By eliminating the need for manual data entry after each meeting or event, this workflow saves you time and effort whilst ensuring your CRM stays current.
Boost productivity and keep your customer relationship management seamlessly up-to-date with this workflow. When a new invitee is added in Calendly, this automation springs into action, updating or creating a module entry in Zoho CRM promptly. By eliminating the need for manual data entry after each meeting or event, this workflow saves you time and effort whilst ensuring your CRM stays current.
- 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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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
