Integrate With Zoho Products

Integrate With Zoho Products

The Manage Business icon in the top menu bar is your go-to for managing all of your booking preferences. This page discusses integrating with other Zoho products. Note that in order for these integrations to work, you should have admin privileges for these connecting products.

  • Integrating with Zoho Meeting
  • Integrating with Zoho CRM Contacts

To integrate with Zoho Meeting,

Note: This integration is a two-step process:
  1. First, you must enable the integration
  2. Choose the 'Create an online meeting' option when you create a service 

To enable Zoho Meeting,
  1. Click Manage Business in the top menu bar. Note that the General tab is selected by default.
  2. Click Others.
  3. Click Enable on the Zoho Meeting tile.

Note: Once enabled, you can associate a meeting with every service you create. Every Add Service dialog box will have a slider that lets you enable an online meeting for the service. Turn this on, and every time a customer books an appointment for that specific service, a meeting will be created in your Zoho Meeting account. You can access it there as well. Learn more about creating a service.

Currently, if you (the admin) have enabled the Meeting integration, every time someone schedules an appointment with you (the same admin who enabled the integration) for a service that allows for an online meeting, Bookings will create a meeting on your Zoho Meeting account.

If you've enabled notifications, for every appointment scheduled, Zoho Bookings sends a default email confirmation to the customer and staff member.

This email does not include a link to the online meeting.

To include the link in your email,
  1. Navigate to Manage Business > Workspaces > Notifications.
  2. Toggle between the For Staff and For Customers links to change settings based on recipient.
  3. Click Customize under Email.
  4. Click Insert Variables and scroll down to select Zoho Meeting Info.
  5. Customize your message and save.

To integrate with Zoho CRM Contacts
  1. Click Others. (Manage Business > Others)
  2. Click Enable on the Zoho CRM Contacts tile.

Once enabled, every customer who schedules an appointment with you will be added as a contact in your Zoho CRM account.

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