Calendly + Zoho CRM
Create Zoho CRM entries for new Calendly invitees
Improve your productivity with this workflow that springs into action the moment a new invitee is added in Calendly. In response, a new module entry gets created in Zoho CRM, keeping your customer relationship management neatly organized. This streamline integration between Calendly and Zoho CRM ensures efficient data entry while clearing tasks off your daily schedule.
Improve your productivity with this workflow that springs into action the moment a new invitee is added in Calendly. In response, a new module entry gets created in Zoho CRM, keeping your customer relationship management neatly organized. This streamline integration between Calendly and Zoho CRM ensures efficient data entry while clearing tasks off your daily schedule.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create Module Entry
Creates a new entry in a module
- Free forever for core features
- 14 day trial for premium features & apps
Event Canceled
Triggers when an event is canceled.
Try ItFree Plan Copy
Webhook subscription scopeRequired
Event Type
Try ItRouting Form
Try ItEvent NameRequired
Host UserRequired
Co-hosts
Duration (in minutes)Required
Time Zone
Start DateRequired
End DateRequired
Location Kind
Location
Additional Location Info
Free Plan Copy
Webhook subscription scopeRequired
Try ItFree Plan Copy
Webhook subscription scopeRequired
Try ItEvent UUIDRequired
Reason
Event TypeRequired
Start TimeRequired
Invitee EmailRequired
Invitee Full Name
Invitee First Name
Invitee Last Name
Invitee TimezoneRequired
Location Type
Text Reminder Phone Number
Event Guests
Questions
Answers
Enable Invitee Tracking
