Zoho CRM + SavvyCal Integration

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1.

Contact is created in Zoho CRM
Contact is updated in Zoho CRM
Module entry is created/updated in Zoho CRM Instant
Module entry is updated in Zoho CRM Instant
Module entry is added in Zoho CRM Instant
Lead is created in Zoho CRM
Lead is updated in Zoho CRM
User is created in Zoho CRM
Event is created in SavvyCal Instant
Event is cancelled in SavvyCal Instant
Event is rescheduled in SavvyCal Instant

2.

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Ready Workflows for Zoho CRM + SavvyCal Integration

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Most popular automations

Create Zoho CRM module for new SavvyCal event

It's important to keep track of your bookings, and creating a spreadsheet can help you do just that. Automatically creating a new module in Zoho CRM for every new SavvyCal event created will help you keep track of the details of each event, including the date, time, and number of guests.

Also all the relevant data will be stored in one place and can be easily accessed by anyone who needs it. This makes it easier to generate reports on events and their associated data. In short, using this SavvyCal - Zoho CRM integration will save time and hassle down the line, so it is well worth doing. So go ahead and get started today!

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When Event is created in SavvyCal > Check any condition > Convert lead in Zoho CRM

SavvyCal + Zoho CRM Integration

When Event is created in SavvyCal > Convert lead in Zoho CRM > Create module entry in Zoho CRM

SavvyCal + Zoho CRM Integration

When Event is created in SavvyCal > Check any condition > Convert lead in Zoho CRM > Create module entry in Zoho CRM

SavvyCal + Zoho CRM Integration

When Event is cancelled in SavvyCal > Search module entry in Zoho CRM > Check any condition > Update module entry in Zoho CRM

SavvyCal + Zoho CRM Integration

When Event is cancelled in SavvyCal > Search module entry in Zoho CRM > Check any condition > Create or Update Module Entry in Zoho CRM

SavvyCal + Zoho CRM Integration

When Event is cancelled in SavvyCal > Get module entry by Id in Zoho CRM > Check any condition > Update module entry in Zoho CRM

SavvyCal + Zoho CRM Integration

When Event is cancelled in SavvyCal > Get module entry by Id in Zoho CRM > Check any condition > Create or Update Module Entry in Zoho CRM

SavvyCal + Zoho CRM Integration

When Event is created in SavvyCal > Search contact in Zoho CRM > Check condition > (If found) > Update module entry in Zoho CRM > (Else) > Convert lead in Zoho CRM

SavvyCal + Zoho CRM Integration

When Event is created in SavvyCal > Search contact in Zoho CRM > Check condition > (If found) > Create or Update Module Entry in Zoho CRM > (Else) > Convert lead in Zoho CRM

SavvyCal + Zoho CRM Integration

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Who Is This Integration For?

Consultants

Sales Teams

Coaches

Freelancers

Account Managers

Consultants

Consultants often struggle with managing their client appointments and keeping their CRM up-date. They need a seamless way to ensure that when a new meeting is scheduled through SavvyCal, their client details and activity notes are automatically updated in ZohoCRM.

Sales Teams

Sales teams need an efficient way to track leads and customer interactions. A major issue is manually logging every potential client meeting scheduled via SavvyCal into their CRM system like ZohoCRM.

Coaches

Coaches often face challenges in managing their client schedules and ensuring that client progress and interactions are tracked effectively without the tedious task of constant manual updates.

Freelancers

Freelancers need a streamlined method to manage their client appointments and communications. Ensuring that all scheduled meetings through SavvyCal get reflected in their CRM without manual entry can be a hassle.

Account Managers

Account managers have to juggle multiple client schedules and communications. Keeping ZohoCRM updated with the latest meeting information from SavvyCal is crucial to maintain effective customer relationships.

Try This Integration – No Code Needed

What Can You Automate With Zoho CRM + SavvyCal

Add new SavvyCal meeting as ZohoCRM contact

Automatically create a new contact in ZohoCRM whenever a meeting is scheduled through SavvyCal. This helps you maintain an up-to-date contact list and avoids manual data entry.

Log SavvyCal appointments in ZohoCRM activities

Each time a new appointment is scheduled on SavvyCal, log it as an activity in ZohoCRM. This ensures that you have a record of all client interactions without lifting a finger.

Update existing ZohoCRM contacts from SavvyCal appointments

When a scheduled meeting in SavvyCal involves an existing contact, automatically update the corresponding contact details in ZohoCRM. This keeps your CRM information accurate and up-to-date.

Create ZohoCRM tasks from SavvyCal cancellations

If a meeting is cancelled in SavvyCal, create a follow-up task in ZohoCRM. This helps you stay on top of rescheduling needs and maintain client engagement.

Notify team of new SavvyCal appointments via ZohoCRM

Send an automated notification to your team through ZohoCRM whenever a new meeting is set in SavvyCal. Keeps everyone in the loop with real-time updates.

And much more...

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Top 10 Most Popular Zoho CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Create Zoho CRM module for new Elementor Forms form submission

Create Zoho CRM module for new whatsapp event received in WA Web Plus

Create Zoho CRM module for new Google Sheets row

Send AiSensy template message for updated Zoho CRM module

Create Zoho CRM module for new Elite Funnels form submission

Create Zoho CRM module for new Elementor Forms form submission

Create Zoho CRM module for new whatsapp event received in WA Web Plus

Create Zoho CRM module for new Google Sheets row

Send AiSensy template message for updated Zoho CRM module

Create Zoho CRM module for new Elite Funnels form submission

Create Zoho CRM module for new message received in WhatsApp

Create Zoho CRM contact for new Google Sheets row

Create Zoho CRM module for new WPForms form submission

Create Zoho CRM module for new Webflow form submission

Create Zoho CRM module for new Tally response

Create Zoho CRM module for new message received in WhatsApp

Create Zoho CRM contact for new Google Sheets row

Create Zoho CRM module for new WPForms form submission

Create Zoho CRM module for new Webflow form submission

Create Zoho CRM module for new Tally response

Top 10 Most Popular SavvyCal Automations from
Integrately Community

Most popular

01

Create WordPress post for new SavvyCal event

02

Create Webflow post for new SavvyCal event

03

Create RD Station conversion event for new SavvyCal event

04

Create Square event for new SavvyCal event

05

Create Hunter contact for new SavvyCal event

cloud

app integration

06

Send Flock message for new SavvyCal event

07

Send SMS Alert message for new SavvyCal event

08

Send Push by Techulus message for new SavvyCal event

09

Send WhatsApp message for new SavvyCal event

10

Send AiSensy template message for new SavvyCal event

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2

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3

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You Can Also Connect Zoho CRM or SavvyCal With 1400+ Other Apps

Zoho CRM

ZohoCRM is a simple and easy-to-use CRM software that provides you with everything you need to manage your contacts. You can create, store, and share contacts through the web interface or on the mobile app.

See Zoho CRM Integrations

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SavvyCal

SavvyCal is a scheduling software that facilitates the process of finding the best time to meet, while also keeping track of past meetings. The recurring feature allows you to set up reminders and notifications so you will never forget another meeting.

See SavvyCal Integrations

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