Create Zoho CRM entries for new Calendly invitees
Ensure no potential client slips through the cracks with this powerful workflow between Calendly and Zoho CRM. When a new invitee creates an appointment in Calendly, this easy-to-use automation will simultaneously add a new entry for them into Zoho CRM. With each booking, you create a meaningful touch point in your CRM system, saving you time, minimizing manual data entry, and helping you nurture client relationships with ease.
Ensure no potential client slips through the cracks with this powerful workflow between Calendly and Zoho CRM. When a new invitee creates an appointment in Calendly, this easy-to-use automation will simultaneously add a new entry for them into Zoho CRM. With each booking, you create a meaningful touch point in your CRM system, saving you time, minimizing manual data entry, and helping you nurture client relationships with ease.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Module Entry
Creates a new entry in a module
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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