Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Question

How can I create a meeting on Zoho CRM based on a Calendly booking?

E

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

Did this topic help you find an answer to your question?
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

7 replies

Troy Tessalone
Forum|alt.badge.img+14

Hi @Elveena Yessoo 

Try using these Zap steps:

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

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
E

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.

Troy Tessalone
Forum|alt.badge.img+14

@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?

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
E

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:

 

 

 

Troy Tessalone
Forum|alt.badge.img+14

@Elveena Yessoo 

Try selecting a different Module that represents a Meeting.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
E

 

 

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

Troy Tessalone
Forum|alt.badge.img+14

@Elveena Yessoo 

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

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Terms & Conditions