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Is there a way to have the meeting details from Calendly sent over to Zoho CRM through Zapier?

Hi @Elveena Yessoo 

Try using these Zap steps:

  1. Trigger: Calendly - Invitee Created
  2. Action: Zoho CRM - Create Module Entry

 

Hi @Troy Tessalone,

 

Thanks, but I’ve done this already. This allows me to update a field in Zoho CRM, but I would like a meeting to be created in Zoho.

@Elveena Yessoo 

The Zap action previously mentioned for Zoho CRM allows you to Create Module Entry.

 

Can you post screenshots with how your Zap steps are outlined and configured in EDIT mode to give us more context?

This is how I’ve set up the zap:

This is the Calendly to Zoho CRM zap
​​​​​

 

This is how I update the module

 

What this does, is it update the custom field “Calendly booking”. I’d like to create a meeting like here:

 

 

 

@Elveena Yessoo 

Try selecting a different Module that represents a Meeting.

 

 

 

I don’t have a Meeting Module. Should I create one?

@Elveena Yessoo 

Perhaps it goes by a different name in Zoho or Meeting may be part of a different Module.

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