Calendly to Zoho CRM lead pipeline for Sam Jackson at Ctrl Grow Financial. Every booking now creates or matches a clean Contact and Account (keyed off the business name, so no duplicates), opens a Deal with the booking details attached, and records how the lead found Sam through a required booking-form question mapped to the Zoho lead source field. I validated the connector end to end, documented the findings for client approval, and set deal rules so returning leads only get a new Deal when their previous one is closed. Phase 2 adds a booking acknowledgement and a stale-lead alert.