Calendly + Zoho CRM
Create or update Zoho CRM module entries for new invitees in Calendly
When someone schedules a meeting with you, you'll want their contact info organized in your CRM to be able to follow up . This integration automatically creates/updates module entries in Zoho CRM when you have an invitee created events in Calendly. Now you'll be able to easily find them and follow up in the way you want.
When someone schedules a meeting with you, you'll want their contact info organized in your CRM to be able to follow up . This integration automatically creates/updates module entries in Zoho CRM when you have an invitee created events in Calendly. Now you'll be able to easily find them and follow up in the way you want.
- 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
