Integrate Zoho CRM with Calendly
Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and Calendly
- No code
- No Credit Card
- Lightning Fast Setup
Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.
About Calendly
Calendly is the simplest way to organize your calendar and show availability online. With Calendly, you can book meetings easily and seamlessly, synching your calendar with colleagues' calendars to send meeting requests and make scheduling easy.
Calendly IntegrationsBest Zoho CRM and Calendly Integrations
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Calendly + Zoho CRM
Create/Update Lead from Zoho CRM from Invitee Created to Calendly Read More...When this happens...
Invitee Created
Then do this...
Create/Update Lead
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Calendly + Zoho CRM
Create/Update Contact from Zoho CRM from Invitee Created to Calendly Read More...When this happens...
Invitee Created
Then do this...
Create/Update Contact
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Calendly + Zoho CRM
Create Module Entry from Zoho CRM from Invitee Created to Calendly Read More...When this happens...
Invitee Created
Then do this...
Create Module Entry
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Calendly + Zoho CRM
Add Attachment in Zoho CRM when Invitee Created is added to Calendly Read More...When this happens...
Invitee Created
Then do this...
Add Attachment
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Calendly + Zoho CRM
Create/Update Lead from Zoho CRM from Invitee Canceled to Calendly Read More...When this happens...
Invitee Canceled
Then do this...
Create/Update Lead
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Zoho CRM + Calendly without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when a new contact is added.
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New Record
Triggers instantaneously when any entry is created in the specified module.
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho.
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Invitee Canceled
Triggers when an invitee cancels a scheduled event. Note: Only works with Calendly Professional or higher accounts.
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Invitee Created
Triggers when an invitee schedules an event. Note: Only works with Calendly Professional or higher accounts.
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Add Attachment
Add attachment to the selected Module entry.
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Create Module Entry
Creates a new entry in a module
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Create/Update Contact
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
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Create/Update Lead
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
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How Zoho CRM & Calendly Integrations Work
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Step 1: Choose Zoho CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Calendly as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho CRM to Calendly.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho CRM and Calendly
Zoho CRM and Calendly are two cloud-based software that help in managing customer relationships. Zoho CRM is a cloud-based customer relationship management (CRM. system. It is also referred to as sales automation platform. It helps in managing sales and marketing activities, sales pipeline, sales reports and customer data. On the other hand, Calendly is a spution provided by Zoho CRM which is used for booking meetings with clients and customers.
Zoho CRM and Calendly can be integrated with the help of Zapier. Zapier is a web-based application which allows users to create zaps between different cloud apps and automate workflow. Zaps are automated workflows made between Zoho CRM and Calendly. So, it makes it easier for users to connect both the systems to get real time data from both the systems. This integration saves users’ time by eliminating the need to log into multiple apps to get data manually. It provides an efficient way of integrating the two applications without adding custom code.
Integration of Zoho CRM and Calendly
Zapier integration of Zoho CRM and Calendly can be done through workflow called “Zapier Workflow”. The workflow allows users to pull data from one system to another. It can be customized according to user preferences by using various actions provided by Zapier. The fplowing are the actions that can be used to integrate Zoho CRM and Calendly:
- Create Calendar Event - this action lets users create events in Zoho CRM based on specific criteria set by user. For example, if users want to create an event in Zoho CRM based on email, they have to specify email in this action. When the event is created, the details of the event will be updated in Zoho CRM.
- Create Contact - this action allows users to create new contacts in Zoho CRM based on specific criteria set by users. For example, if users want to create new contact in contact list in Zoho CRM, they have to specify contact name in this action. When the contact is created, the details of the contact will be updated in Zoho CRM.
- Create Case - this action allows users to create cases in Zoho CRM based on specific criteria set by users. For example, if users want to create case in Zoho CRM based on email, they have to specify email in this action. When the case is created, the details of the case will be updated in Zoho CRM.
These three workflow actions help in integrating Zoho CRM and Calendly through Zapier Workflow. Users can also access Google Drive along with other cloud apps like Gmail, Slack, etc. through Zapier Workflow. The fplowing image shows how Zapier Workflow helps in connecting Zoho CRM and Calendly:
Benefits of Integration of Zoho CRM and Calendly
Integration of Zoho CRM and Calendly helps in reducing the amount of time taken for scheduling meetings with customers or clients. For instance, when a meeting request comes in for a customer or client, it can be automatically added in Calendly. As a result, there is no requirement of logging into multiple systems to add meeting request details manually. It saves a lot of time as users don’t have to log into multiple systems manually or enter details multiple times to add meeting requests details in Calendly. Additionally, it also provides an easy way of tracking meeting requests as all information related to meeting requests will be available under one roof. In addition, as both the systems work as a single unit, users can easily track what is being scheduled where and what needs to be scheduled next from one place.
In conclusion, integration of Zoho CRM and Calendly helps business organizations save a lot of time by automating workflow between both the systems seamlessly without adding any custom code. It provides a convenient way for businesses to automate different business activities with the help of automation tops like Zapier.
The process to integrate Zoho CRM and Calendly may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
