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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Webhook subscription scopeRequired
Try ItNew 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.
Try ItModuleRequired
Try ItNew 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.
Try It
Webhook subscription scopeRequired
Try ItNew 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.
Try ItNew 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.
Try ItModuleRequired
Try It