Integrate Zoho CRM with CalendarHero

Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and CalendarHero

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About Zoho CRM

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 CalendarHero

Zoom.ai is a chat-based productivity platform that allows employees to safely automate routine operations such as meeting scheduling, file searching, CRM management, and document generation, allowing them to operate more efficiently.

CalendarHero Integrations
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Best Zoho CRM and CalendarHero Integrations

  • Zoho CRM Integration CalendarHero Integration

    Zoho CRM + CalendarHero

    Create Contact to Zoomai from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    CalendarHero Integration Create Contact
  • Zoho CRM Integration CalendarHero Integration

    Zoho CRM + CalendarHero

    Create Meeting Request to Zoomai from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Contact
     
    Then do this...
    CalendarHero Integration Create Meeting Request
  • Zoho CRM Integration CalendarHero Integration

    Zoho CRM + CalendarHero

    Create Contact to Zoomai from New Record in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Record
     
    Then do this...
    CalendarHero Integration Create Contact
  • Zoho CRM Integration CalendarHero Integration

    Zoho CRM + CalendarHero

    Create Meeting Request to Zoomai from New Record in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New Record
     
    Then do this...
    CalendarHero Integration Create Meeting Request
  • Zoho CRM Integration CalendarHero Integration

    Zoho CRM + CalendarHero

    Create Contact to Zoomai from New or Updated Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM Integration New or Updated Contact
     
    Then do this...
    CalendarHero Integration Create Contact
  • Zoho CRM Integration {{item.actionAppName}} Integration

    Zoho CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Zoho CRM + CalendarHero in easier way

It's easy to connect Zoho CRM + CalendarHero without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • New Contact

    Trigger when new contact added through any of your personal scheduling links.

  • New Meeting Request

    Triggers when new meeting request created by you.

    Actions
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • Create Contact

    Creates a contact

  • Create Meeting Request

    create a meeting request

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Zoho CRM & CalendarHero Integrations Work

  1. Step 1: Choose Zoho CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick CalendarHero as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Zoho CRM to CalendarHero.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Zoho CRM and CalendarHero

I am going to discuss the integration of Zoho CRM and CalendarHero. Zoho CRM is a cloud based application that helps in managing customer relationship. The application helps in managing all the details of customers that are related to the purchase. It helps in managing company’s database as well as email database. It also helps in managing finances and business processes. By using the features of Zoho CRM, it becomes easy for businesses to grow as they can manage their customers as effectively as possible.

CalendarHero is used as a calendar scheduling top so that employees can easily schedule appointments and tasks on a single platform. The application helps in maintaining the schedule by reminding the employees about the tasks and appointments through push notifications so that they don’t forget about them and complete them on time. It has the option to sync the Google and Outlook calendars and is available for free on mobile platforms.

Integration of Zoho CRM and CalendarHero

The features of Zoho CRM that help businesses to manage their customers more efficiently such as email marketing, reports, charts, etc. can be integrated with CalendarHero easily. The user of CalendarHero can use the dashboard of the application for managing the tasks and appointments of any client or client’s team. CalendarHero also helps in assigning tasks and appointments to clients and reminds them about them through notifications and alerts. Thus, an employee can make a note on a client’s profile and assign him/her a task or appointment from there or from Zoho CRM. The employee can then monitor the progress of the tasks from both the application, Zoho CRM as well as from CalendarHero as these applications work as a single platform as they are integrated with each other. In this way, it becomes easy for businesses to manage their clients’ tasks and appointments.

Benefits of Integration of Zoho CRM and CalendarHero

The integration of Zoho CRM with CalendarHero is beneficial for businesses as they can now carry out their activities in a more efficient manner. The users of both the applications can now share calendars with each other easily without any trouble. This way, an employee does not have to spend much time on managing schedules for all his/her projects or clients as the application automatically sends the reminders to him/her about the tasks and appointments that he/she has to do. This saves a lot of time for employees as they do not have to make a note on every client’s profile or on their own calendar to remind themselves about their tasks or appointments. The integration of these applications allows businesses to keep a track on the progress of their projects and tasks by monitoring them from a single platform. Thus, businesses can now avail more benefits than before through this integration which makes things easier for them than earlier to carry out various activities.

The process to integrate Zoho CRM and CalendarHero 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.