Connect a bookings website/program to Zoho CRM along with some additional automations
Budget: $15 – $25 AUD
I would like someone familiar with Zapier to please help my business connect our bookings program/website to Zoho CRM via Zapier.
We want to be able to:
- Have new clients be created in Zoho CRM
- Have existing clients be updated or recognized
- Have appointments (along with the information about the appointment type) made be updated against the timeline of a Zoho CRM contact file
We would also like when this has happened, for the following things to be happening in Zoho CRM:
- Automations (preferably with Zoho Flow) to place new clients/appointments for certain appointment types, into different deal pipeline stages
- For example if a new lead or appointment is made, we would like for the deal to be made and a card entered into the deal journey or pipeline stages
We want to be able to:
- Have new clients be created in Zoho CRM
- Have existing clients be updated or recognized
- Have appointments (along with the information about the appointment type) made be updated against the timeline of a Zoho CRM contact file
We would also like when this has happened, for the following things to be happening in Zoho CRM:
- Automations (preferably with Zoho Flow) to place new clients/appointments for certain appointment types, into different deal pipeline stages
- For example if a new lead or appointment is made, we would like for the deal to be made and a card entered into the deal journey or pipeline stages