Calendly to Zoho CRM lead by Cherryl CatipayCalendly to Zoho CRM lead by Cherryl Catipay

Calendly to Zoho CRM lead

Portfolio project
Cherryl Catipay
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.

0 likes · 0 views · Nov 1, 2026

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 bu...

Tags