How To Integrate Calendly With Zoho CRM

How To Integrate Calendly With Zoho CRM

1. Create a Calendly Account: Sign up for a Calendly account if you don’t have one.
2. Log into Zoho CRM: Access your Zoho CRM account.
3. Go to Integrations: Navigate to the settings and find the integrations section.
4. Select Calendly: Look for Calendly in the list of available integrations.
5. Authorize Access: Follow the prompts to connect your Calendly account with Zoho CRM.
6. Configure Settings: Adjust the integration settings according to your preferences.
7. Test the Integration: Schedule a test meeting to ensure everything works smoothly.
8. Utilize Features: Start using the integration to manage your appointments and leads effectively.