Need Pabbly video connecting Calendly with Zoho CRM create Meeting/Task record and connect to existing Contact

Status: Open · Asked by Rhondalyn Svoboda on · 0 views

rcsvoboda — Question ·

Need Pabbly How To video connecting Calendly with Zoho CRM create Meeting/Task record and connect to existing Contact via Contact email address

Arshil Ahmad — Reply ·

Hey @rcsvoboda,

Could you please elaborate a bit more on your use case, for me to gain a better understanding of your workflow?

rcsvoboda — Reply ·

Using Pabbly integrate Calendly with Zoho CRM Meeting or Task Module
Calendly Invitee Created
Creates Calendly data in Zoho CRM - Meeting/Task Module

Arshil Ahmad — Reply ·

Although we don't have a dedicated video for it, the use case you are describing is possible. Kindly refer to the attached screenshot for a clear understanding of how the workflow will be configured.

I am attaching these videos for your reference. While the steps may vary slightly from your specific use case, the concept remains the same.

youtube.com/watch?v=HOOuuGFvgXM

youtube.com/watch?v=dhTiB4h9lKg

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