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CalendarHero + Zoho CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

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.

Zoho CRM Integrations
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Best ways to Integrate CalendarHero + Zoho CRM

  • CalendarHero Zoho CRM

    CalendarHero + Zoho CRM

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

    CalendarHero + Zoho CRM

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

    CalendarHero + Zoho CRM

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

    CalendarHero + Zoho CRM

    Add Attachment in Zoho CRM when New Meeting Request is created in Zoomai Read More...
    Close
    When this happens...
    CalendarHero New Meeting Request
     
    Then do this...
    Zoho CRM Add Attachment
  • CalendarHero Zoho CRM

    CalendarHero + Zoho CRM

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

    CalendarHero + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • Create Contact

    Creates a contact

  • Create Meeting Request

    create a meeting request

  • 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.)

How CalendarHero & Zoho CRM Integrations Work

  1. Step 1: Choose CalendarHero 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 Zoho CRM 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 CalendarHero to Zoho CRM.

    (2 minutes)

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

Integration of CalendarHero and Zoho CRM

CalendarHero

Calendar Hero is a web-based application which helps users manage their schedule. It allows users to manage their calendar, contact list, email and tasks. Using this software, users can create an agenda, schedule appointments and events, while also creating reminders which will help them to get work done on time. The calendar of the user will be synced with their mobile devices. This software is free of cost and can be accessed online.

Zoho CRM

Zoho is a cloud-based customer relationship management (CRM. software which is used by enterprises. It helps businesses in managing their customer relationships better. It has various features like lead management, email marketing, etc., which allow businesses to target customers more accurately. Zoho CRM is available for free for up to 10 users, after which it can be purchased by paying a certain amount of money per month or year. It provides a free 14-day trial.

Integration of CalendarHero and Zoho CRM

Integrating CalendarHero and Zoho CRM will help increase the productivity of enterprises. Businesses can use both these tops in sync with each other to improve their sales and marketing strategies. They could use CalendarHero to create a detailed agenda which includes all meetings and events that they need to attend in a day or week. All the meetings and events could be synced with the CRM software using Google Calendar API. The CRM could then be used to send emails about upcoming meetings to the different participants. These emails could include attachments such as agendas for upcoming meetings. In addition, the CRM software could be used to keep track of leads captured from business cards received at meetings.

Benefits of Integration of CalendarHero and Zoho CRM

Using both these software applications in sync with each other will help businesses in a number of ways:

  • They will be able to reduce time spent on keeping track of meetings and events which are important for them. They could just use CalendarHero to create a detailed agenda for all their regular meetings and events. All the information regarding the meeting could be added to this agenda such as location, date and time. The details of the meeting would be automatically synced with the CRM software via Google Calendar API. The app could then be used to send emails leading up to the meeting which would include details such as agenda, location and date/time of the meeting. Customers who receive these emails would know exactly what the meeting is about and what they should bring with them. This will help reduce time spent on having messaging conversations about these meetings and events with each other. The contact details of participants in the meeting would also be available in the CRM system while making it easier for businesses to track leads from different meetings.
  • There will be no need to remember all the details of all the meetings and events that they have scheduled for themselves due to integration between these two apps. The users need not worry about forgetting any important meeting or event since they could just use CalendarHero to add all the details about the meeting and sync it with Zoho CRM. They will get reminder notifications on their mobile device regarding meetings and events which they did not add into their calendar via CalendarHero. They can then easily add them into their calendar using this software app. This will help them in reducing the chances of forgetting any important event or meeting such as birthdays, weddings, etc., for their family and friends.
  • Integrating Zoho CRM with CalendarHero will make it easier for businesses to communicate with clients who belong to different departments within an organization. For example, if a client belongs to marketing department, different members from this department may be invited for a meeting and hence, using both these apps together will enable businesses to send emails with attachments like agendas and background notes which would contain extra details about the topics that they need to discuss during the meeting. This would help avoid sending multiple emails with attachments back and forth between different individuals within an organization and would also ensure that such clients do not miss out on any important information pertaining to their projects.

Integration of CalendarHero and Zoho CRM will help enterprises increase their productivity as well as improve their sales and marketing strategies. It will also help them save time as well as reduce confusion about upcoming meetings and events since there would be one main platform through which all the meetings and events could be tracked and managed by employees as well as clients invpved in these projects.

The process to integrate CalendarHero and Zoho CRM 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.