Zoho CRM Integration and Automation
Hi,
I would like to understand the ability of auto scheduling an online meeting via the CRM, firstly is this possible or is it still a manual task of creating the meeting?
What I would like to do is..
Customer visits a booking page such as Calendly to book a Demo
When a booking is made the CRM creates an online meeting within Zoho CRM and/or Zoho Meeting
Email sent to both parties to add to their outlook calender/update calender request.
Thanks
A