1.Captures invitee created booking
Integrate Calendly and scheduling tools to catch new booking details and capture scheduled start and end, event type, venue, and key fields.
Create CRM appointment and update deal record from bookings
Automatically monitor invitee created bookings across Calendly and Bigin by Zoho CRM. Create and update appointment records when invitee created, booking start scheduled, or event type selectedβso you can create events, update deal timelines, and set deal owners without manual follow-up.
How this automation updates your deal timeline
When invitee bookings arrive without a logged appointment, deals miss key context and follow-up slips. This automation monitors Calendly and filters bookings, then finds deals, creates event records, and updates deal closing dates and ownersβso your team has context instantly.
Calendlyor swap with your favorite app
2.Filters qualifying bookings
Integrate Filter by Zapier and rules engines to continue only for qualifying bookings based on configured session types or tiers.
Filter by Zapieror swap with your favorite app
3.Finds the matching deal
Integrate Bigin by Zoho CRM and CRM search tools to find the deal using a composite of event title and a submission field.
Bigin by Zoho CRMor swap with your favorite app
4.Creates the linked event
Integrate Bigin by Zoho CRM and event scheduling tools to create an event, map start and end, set venue fields, and link it to the found deal.
5.Updates deal timeline
Integrate Bigin by Zoho CRM and CRM updates to set deal closing date from the appointment start and update the deal owner field.
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