Calendly
for
Zoho CRM
Schedule Calendly Events from Zoho CRM
About
About
Calendly is an online meeting scheduling software. Calendly helps you schedule meetings without the back-and-forth emails. The Calendly plugin also allows you to book meetings and classes, view appointment histories, and maintain client details all from within Zoho CRM.
$9 / month for an Organization
Installation:
Installation:
- Install the Calendly - Zoho CRM sync extension from the Zoho marketplace.
- To enable the integration between Calendly and Zoho CRM you have to authorize your calendly account by selecting Authorize option.
3. And then click "Connect to Calendly" to connect your calendly account.
3. And then click "Connect to Calendly" to connect your calendly account.
4. Now the extension is successfully authorized and click "Finish" button.
4. Now the extension is successfully authorized and click "Finish" button.
5. You will be redirected to the extension settings page.
5. You will be redirected to the extension settings page.
6. At the extension settings page you will have an option to add your new calendly clients to Zoho CRM Leads/Contacts.
6. At the extension settings page you will have an option to add your new calendly clients to Zoho CRM Leads/Contacts.
7. Whenever a client books an appointment it will be added as a new Lead/Contact inside your Zoho CRM.
7. Whenever a client books an appointment it will be added as a new Lead/Contact inside your Zoho CRM.
Working:
Working:
8. Inside any Lead or contact you can book an appointment using the "New appointment" option.
8. Inside any Lead or contact you can book an appointment using the "New appointment" option.
9. After selecting the new appointment option you can able to select the calendly user if you have multiple users in your calendly account.
9. After selecting the new appointment option you can able to select the calendly user if you have multiple users in your calendly account.
10. You can select the calendly event of the particular calendly user.
10. You can select the calendly event of the particular calendly user.
11. Whenever an appointment is booked the lead owner will receive a notification inside the Zoho CRM.
11. Whenever an appointment is booked the lead owner will receive a notification inside the Zoho CRM.
12. Your booked appointments will be added to your Calendly events and Invited meetings. And it will also be added as Open Activity.
12. Your booked appointments will be added to your Calendly events and Invited meetings. And it will also be added as Open Activity.
13. All your booked meetings can be viewed under "Calendly events" module
13. All your booked meetings can be viewed under "Calendly events" module
