Kylas CRM + Zoho Bookings

Create new leads in Kylas CRM when appointments are booked in Zoho Bookings

Streamline your sales process by connecting Zoho Bookings with Kylas CRM. With this workflow, once a new appointment is booked in Zoho Bookings, a lead gets created in your Kylas CRM. This ensures that every potential customer is promptly followed up, enhancing your sales efficiency and helping you to stay ahead in the competitive business environment.

When this happens...
Appointment Booked
Triggers when a new appointment is booked.
TriggerInstant
automatically do this!
Create Lead
Creates a lead on Kylas CRM
ActionWrite

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Supported triggers and actions

Appointment Canceled
Triggers when an appointment is canceled.
Trigger
Instant
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Appointment Rescheduled
Triggers when an appointment is rescheduled.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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Deal Updated
Triggers when a new deal is generated in the system.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated in Kylas CRM.
Trigger
Instant
Try It

- Salutation
- First Name
- Last NameRequired
- Phone Number
- Email Address
- Address
- City
- State
- Country
- Timezone
- Zipcode
- LinkedIn
- Facebook
- Twitter
- Department
- Designation
- Company
- Owner
- Campaign
- Source
- Sub Source
- UTM Campaign
- UTM Source
- UTM Medium
- UTM Content
- UTM Term
Action
Write
- Salutation
- Firstname
- LastnameRequired
- Email Address
- Phone Number
- Address
- City
- State
- Country
- Zipcode
- Timezone
- Department
- Designation
- Company Name
- Industry
- Business Type
- Company Employees
- Company Address
- Company City
- Company State
- Company Zipcode
- Company Website
- Source
- Facebook
- LinkedIn
- Twitter
- Campaign
- Company Country
- Company Annual Revenue
- Company Phones
- Requirement
- Currency
- Budget
- Product
- Owner
- Sub Source
- UTM Source
- UTM Campaign
- UTM Medium
- UTM Content
- UTM Term
Action
Write

Appointment Booked
Triggers when a new appointment is booked.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added in Kylas CRM.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is generated in the system.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is generated in the system.
Trigger
Instant
Try It
- Company NameRequired
- Number of Emplyees
- Industry
- Business Type
- Timezone
- Website
- Phone Number
- Email Address
- Address
- City
- State
- Zipcode
- Country
- Currency
- Annual Revenue
- Facebook
- Twitter
- LinkedIn
- Owner
Action
Write
- NameRequired
- Associated Contact Email
- Associated Contact Phone Number
- Associated Contact Name
- Owned ByRequired
- Company
- Products
- Product Discount
- Product Quantity
- Estimated ValueRequired
- Currency
- Campaign
- Source
- Sub Source
- UTM Source
- UTM Campaign
- UTM Medium
- UTM Content
- UTM Term
Action
Write
- Company NameRequired
Action
Search

About Kylas CRM

Kylas is a CRM that helps you to manage your sales process.

Related categories

Sales & CRM

About Zoho Bookings

Zoho Bookings is an appointment scheduler that lets you find the perfect time with your customers. Book quality meetings and increase sales.

Kylas CRM + Zoho Bookings

Create new leads in Kylas CRM when appointments are booked in Zoho Bookings

Supported triggers and actions

Appointment Canceled

Appointment Rescheduled

Contact Updated

Deal Updated

Lead Updated

Create Contact

Create Lead

Appointment Booked

New Contact

New Deal

New Lead

Create Company

Create Deal

Search Company

About Kylas CRM

Related categories

About Zoho Bookings

Related categories