Add a lead to Zoho CRM when an event is scheduled in Calendly

■Overview

This flow adds a lead to Zoho CRM when an event is scheduled in Calendly.

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■Who should use this template‍

1.Those who create and manage events in Calendly

・Sales representatives and sales assistants who schedule meetings with customers

・Customer service team members who plan and manage webinars

・Marketing team members who attract attendees to free seminars

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2.Those who register customers in Zoho CRM

・Sales representatives and sales assistants who manage customer information

・General affairs team members who manage information and data about affiliated companies

・Team members responsible for coordinating companies with multiple branches

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3.Those who want to reduce manual work and automate their processes

・Startup founders aiming to improve operational efficiency

・Administrative staff who handle a large volume of data entry

・Marketing team members who use digital tools in their work

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■Benefits of using this template

・Automatically registering Calendly event details as leads in Zoho CRM eliminates manual data entry and reduces the workload for sales representatives.

・Automatically adding leads to Zoho CRM prevents missed registrations and ensures timely sales follow-up.

・Because information is added to Zoho CRM as soon as an event is scheduled, you have enough time to prepare before the meeting starts, enabling higher-quality marketing and sales activities.

・Sending a completion notification in Slack after registration allows team members to review the details and improve the accuracy of the information registered in Zoho CRM.

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■Notes

・Connect both Calendly and Zoho CRM with Yoom.

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