Calendly + Zoho Books
Create Zoho Books customers from new Calendly invitees
Simplify your customer onboarding process with this Calendly to Zoho Books workflow. When a new invitee is created in Calendly, this automation swiftly sets up a new customer in Zoho Books. Scaling your business becomes easier as this seamless connection quickly populates your customer base while reducing manual data entry tasks.
Simplify your customer onboarding process with this Calendly to Zoho Books workflow. When a new invitee is created in Calendly, this automation swiftly sets up a new customer in Zoho Books. Scaling your business becomes easier as this seamless connection quickly populates your customer base while reducing manual data entry tasks.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Customer
Creates a new customer.
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About Calendly
Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.
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About Zoho Books
Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.