Schedly + Zoho CRM
Sync Schedly bookings with Zoho CRM automatically via Zapier.
Connect Schedly to Zoho CRM via Zapier to automatically create Leads or Contacts and log Activities in Zoho CRM whenever a new booking is made through Schedly.
What you can do with Zoho CRM
Lead creation from bookings
New Schedly bookings create Lead or Contact records in Zoho CRM with all booking and intake form data.
Activity logging
Booked meetings are logged as Activities in the associated Zoho CRM record, keeping the timeline current.
Workflow triggers
New bookings can trigger Zoho CRM workflow automations -- assigning tasks, sending notifications, or updating record status.
Connect in minutes
No developer required. Set up the Zoho CRM integration yourself in your Schedly dashboard.
Create your Schedly account
Sign up for Schedly free — no credit card required. Your free plan includes unlimited bookings and calendar sync.
Connect Zoho CRM
Navigate to Integrations in your Schedly dashboard and click Connect Zoho CRM. Follow the OAuth flow to authorize the connection.
Configure your event types
Enable the Zoho CRM integration on any event type where you want it active. Configure your preferences and you're live.
Common questions
Schedly + Zoho CRM: Affordable CRM Automation for SMB Service Businesses
Zoho CRM has built a strong position as the CRM of choice for small and medium-sized service businesses that need enterprise-quality contact management, pipeline tracking, and workflow automation at a price point that Salesforce and HubSpot cannot match. For Zoho CRM users, connecting Schedly via Zapier brings the same automatic contact creation, activity logging, and workflow triggering that enterprise users expect -- at the SMB pricing that Zoho's market position targets.
Zoho CRM's Automation Advantage
Zoho CRM's workflow and automation engine is more sophisticated than many competing SMB CRMs. Automations that trigger on new records can send follow-up emails, assign tasks, update related records, send internal notifications, and trigger multi-step workflows based on field values. When Schedly bookings create Zoho CRM records via Zapier, these native Zoho automations activate based on the booking data. A booking with a specific service type can trigger a different Zoho automation than a different service type -- creating the kind of contextual client journey automation that was previously available only to enterprise organizations.
Field Mapping for Rich CRM Records
The value of the Schedly + Zoho CRM integration is maximized through careful field mapping that carries Schedly intake form responses to the right Zoho CRM fields. Company name from the intake form maps to the Zoho Account name. Budget range maps to a custom Revenue Potential field. Project timeline maps to a custom Urgency field. These mapped fields enable Zoho CRM's reporting, filtering, and automation rules to operate on rich, booking-derived data -- not just name and email. The result is a CRM that understands each contact's context from the first interaction, not just after weeks of manual data enrichment.
Stop Losing Bookings to
Scheduling Friction.
Schedly puts your calendar to work around the clock. Every lead, every client, and every meeting lands exactly where it should, automatically.