How to Integrate Calendly with Zoho CRM
You can achieve this integration using automation tools like Zapier. Here’s a step-by-step guide
to set up this integration.
- Log in to Zapier, click on "Create," and then select "Zaps" to get started.
- Click "Trigger" to proceed.
- Search for "Calendly" to set it as Trigger App.
- Choose a trigger event, then sign in to your Calendly account.
- Enter a "Webhook subscription scope."
- Click “Test trigger.”
- Select “Continue.”
- Search and select “Zoho CRM" as the action app.
- Choose an action event, then click "Sign in" to continue.
- Select your Zoho account domain.
- Click "Accept" to grant Zapier access to your Zoho account.
- After signing in to Zoho, click “Continue.”
- Complete and customize the required fields to continue.
- Click “Test step.”
- Select "Publish" to complete the integration.