Calendly Zoho CRM Integration
Overview
- Calendly is a huge time saver, but the Calendly Zoho CRM integration is limited.
- Out of the box Calendly creates an Event in Zoho CRM.
The Problem:
- The Event record is not associated with Lead or Contact or Accounts.
- When looking at Events you can not click to navigate to the Contact, Account or Lead and related information does not display (See Image).
- Also, when looking at your Lead or Contact or Account you will not see the Event record because it is not associated.
The Solution
- We set this up for you so everything is synced the way you expect it would.
Required
- Zoho CRM
- Zoho Flow
- Calendly
Price
- $260 USD
Lets discuss how you can get more out of Zoho
Book Our 30 min Free Consultation
Testimonials
I implemented Zoho CRM for my software company and have been the “super admin” for over ten years now. My goal was always to make our CRM system as easy for the user to get things done as possible. I am good at this kind of stuff and I automated almost all aspects of the system over the years. Recently we have had a lot of projects that needed deeper integration with our software platform and custom workflows that were beyond my abilities and we needed to find a Zoho consultant that not only had the technical skills required but had business process experience as well. Tall order, but after a few small projects with Web Sales Design it was clear that Glenn had these capabilities and more. Currently Glenn has done work for every business unit in the company and all of the managers he has worked with here have nothing but good things to say about his technical skills, work ethic and pleasant demeanor. Adam, Founder - Jan/2019
Technical and Business Processes applied to every Business Unit
We have been using Zoho for quite awhile, but realized we were not using it to its full potential or the way we could use it. We have not had great luck with the Zoho team in understanding them and reaching them. After calls with Zoho, we were more confused. One of my co-workers found Glenn, vetted him, and recommended we use him. We worked with Glenn on our overall company Blueprints. He talked us through how Zoho could work for us, how he could extract data, move data, organizing data, added modules, etc. Basically, Glenn got us to the point that we needed to be in a short time. He is fair on his time blocking and tracks all progress so you know exactly where you are on the project and spend. We will use him again, and highly recommend him for your Zoho CRM processes.
Glenn got us where we needed in a short time
We are an early-stage, technology-based company. I’ve used Salesforce in past life, however, when seeking a sales and marketing automation solution, we investigated Zoho based on a recommendation from a close friend running a payroll and HR software business. We selected Zoho and though it is an excellent CRM solution, there are always going to be some challenges. We learned fast that support from the Zoho corporate folks presented an additional challenge. Fortunately, another business associate, also using Zoho, referred us to Glenn and Web Sales Design. That proved to be a godsend. We have no regrets having gone with Zoho – and Glenn is a huge part of that. Glenn is very responsive, patient, and resourceful. He brings subject matter expertise and business acumen that inspires confidence and adds value. And he does what he says he is going to do. The bottom line: Glenn has definitely shortened our Zoho learning curve, helped us to more quickly harness the power of Zoho, and made us more productive. He is a keeper! I recommend Glenn’s consulting services with only one reservation: As more people turn to Glenn to maximize their Zoho investment … we can’t afford to lose him! Steve, Vice President of Sales & Marketing - July/2018
Subject matter expertise and business acumen that inspires confidence
Our current automation is working amazingly now. It’s exactly the integration I envisioned between our asset management software and Zoho Invoice. Thank you very much for going above and beyond to make this work for us. Jaye, Owner - May/2018
Automation exactly what I envisioned
Prior to engaging Glenn, we struggled to find value in the Zoho programs due to our lack of understanding. Having engaged Glenn has allowed us to accelerate our understanding 100 fold. Glenn has great knowledge of the Zoho products and will certainly help you navigate the system beyond your expectations. Chuck, Chief Sales Officer - Jun/2018
Accelerating Zoho Value
I’ve worked closely with Glenn for the past six months to develop an extremely unique CRM for my organization. One of the bigger challenges that my company has faced is that we are unlike any other organization, simply meaning that nearly everything being tracked needs to be customized to fit our complex needs. Glenn has helped bring us from literally nothing to a robust ZOHO CRM that fits the many obscurities we require. We are continually blown away at how far we’ve come in such a short period of time with Glenn’s help. Glenn has been fantastic in developing my ZOHO skills so I am able to do some basic development on my own. However, when those times arrive when I’m in over my head or have simply run out of hours in the week, Glenn is ready to take over and finish what I had started. One of the greatest things I appreciate about Glenn is that he is always willing to meet me wherever I’m at, no matter how random my request might seem or unorganized my thoughts are. If I’m able to paint an end result for Glenn, it’s almost certain he’ll find a way to get me there. Finally, Glenn is always positive and friendly on the phone and always punctual for our meetings. I’m fortunate to continue working with Glenn and would recommend him to anyone who’s in need of a Zoho developer. Phil, Development Manger - Jun/2018
Complex CRM Requirements Made Easy