■Overview
This is a flow to add a lead to Zoho CRM when an appointment is registered in Calendly.
■Recommended for
1. Those who create and manage appointments with Calendly
・Sales representatives or sales assistants who create meetings with clients
・Customer service department staff who plan and manage webinars
・Marketing personnel involved in attracting attendees to free seminars
2. Those who register customers using Zoho CRM
・Sales representatives or sales assistants who manage customer information
・Administrative staff managing information and data of related companies
・Managers of the headquarters department of companies with many branches
3. Those looking to reduce manual input and consider automation
・Startup company executives aiming for operational efficiency
・Administrative staff handling a lot of data entry tasks
・Marketing personnel conducting business using digital tools
■Benefits of using this template
・By automatically registering the contents from Calendly as leads in Zoho CRM, it reduces the burden on sales representatives by eliminating the need for manual input.
・Automatically registering leads in Zoho CRM prevents registration omissions and ensures reliable sales approaches.
・Since information is entered into Zoho CRM at the same time as the appointment is registered, it allows sufficient time for preparation before the appointment starts, enabling high-quality marketing and sales.
・By sending a completion notification again via Slack after registration, the person in charge can verify the content, thereby improving the accuracy of the registration information in Zoho CRM.
■Notes
・Please integrate both Calendly and Zoho CRM with Yoom.
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