Calendly Extension for ZOHO CRM

Описание: About Calendly – Zoho CRM Integration
Calendly is an online scheduling tool that streamlines appointment management. With its seamless Zoho CRM integration, you can schedule meetings, classes, and appointments directly from your CRM interface — saving time and boosting productivity.

This video walks you through installation, setup, and how to make the most out of Calendly within Zoho CRM.

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Key Features

Seamless Zoho CRM Integration – Schedule meetings directly from Zoho CRM.
Dashboard – View complete history of meetings: Upcoming & Past Events.
Centralized Appointment Management – Access all client appointments & agent data in one place.
Agent-to-User Sync – Map Calendly agents to Zoho CRM users for better collaboration.
Boost Productivity – Unified scheduling & client management for growing teams.

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Chapters

0:00 Introduction
0:10 Installation
0:40 Authorization
1:08 Calendly Settings Page
1:30 Calendly Dashboard
3:00 New Appointments
3:40 Meeting Schedules
4:04 Conclusion