Create new Zoho CRM entries from new meetergo appointments
Initiate a seamless workflow between the MeeterGo and Zoho CRM platforms. When you add a new appointment in MeeterGo, this integration will instantly create a corresponding module entry in Zoho CRM. Stay organized and ensure all your important meeting details are transferred accurately and efficiently to your CRM system. Streamline your scheduling and sales processes with this handy setup.
Initiate a seamless workflow between the MeeterGo and Zoho CRM platforms. When you add a new appointment in MeeterGo, this integration will instantly create a corresponding module entry in Zoho CRM. Stay organized and ensure all your important meeting details are transferred accurately and efficiently to your CRM system. Streamline your scheduling and sales processes with this handy setup.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create Module Entry
Creates a new entry in a module
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New Appointment
Triggers when a new appointment is created.
Try ItAppointment IDRequired
New 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
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New Employee
Triggers when a new employee joins your brand.
Try ItAppointment
Appointment HostRequired
Start TimeRequired
Attendee's first nameRequired
Attendee's Last NameRequired
Attendee's EmailRequired
Notes
Meeting TypeRequired
Receive RemindersRequired
Language
Time Zone
Data Policy Accepted
New 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.
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