Is there a way to have the meeting details from Calendly sent over to Zoho CRM through Zapier?
Question
How can I create a meeting on Zoho CRM based on a Calendly booking?
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+14- Zapier Orchestrator & Solution Partner
Hi
Try using these Zap steps:
- Trigger: Calendly - Invitee Created
- Action: Zoho CRM - Create Module Entry
- Beginner
Hi
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.
+14- Zapier Orchestrator & Solution Partner
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?
- Beginner
This is how I’ve set up the zap:
What this does, is it update the custom field “Calendly booking”. I’d like to create a meeting like here:
+14- Zapier Orchestrator & Solution Partner
Try selecting a different Module that represents a Meeting.
+14- Zapier Orchestrator & Solution Partner
Perhaps it goes by a different name in Zoho or Meeting may be part of a different Module.
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