Here are some keynotes from this implementation:
- When a meeting is booked in Calendly, query Leads, then Contacts for a matching email address
- If there is a match, create a CRM Event-related to that specific Lead or Contact -If there is not a match, create a Contact with a related Event
Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to see what we can do to fill that gap!
For more guides on Zoho CRM Click Here.
Are you looking to give Zoho CRM a try? Here is a free trial to see if it is a fit for your business.