Calendly + Zoho CRM
Create Zoho CRM app extensions whenever new Calendly invitees are added
Efficiently manage your client interactions and event scheduling. With this workflow, when a new invitee signs up for an event on Calendly, their information is directly recorded in your Zoho CRM. This efficient process ensures swift client or contact integration into your CRM system, boosting your data management practices.
Efficiently manage your client interactions and event scheduling. With this workflow, when a new invitee signs up for an event on Calendly, their information is directly recorded in your Zoho CRM. This efficient process ensures swift client or contact integration into your CRM system, boosting your data management practices.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Custom Actions (Beta)
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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
