Plugin: Zoho Bookings for Zoho CRM

Plugin: Zoho Bookings for Zoho CRM

With the Zoho Bookings plugin, you can:

  1. Schedule, reschedule, and cancel appointments with your Contacts and Leads in your Zoho CRM
  2. Email a link to your booking page to Leads and Contacts
  3. Add new Zoho Bookings customers as either Contacts or Leads in Zoho CRM
  4. Access all Zoho Bookings appointments under the Activities module in Zoho CRM. All bookings will also be synced with your Zoho CRM Calendar.

Installing the Zoho Bookings plugin

  1. Access the plugin here: https://marketplace.zoho.com/crm/zoho-bookings-for-zoho-crm
  2. Click Install.

    Note that only the administrator of the Zoho business account can install the plugin.

  3. In the dialog box, agree to the terms and conditions, and authorize the plugin to access your Zoho CRM account.
  4. Click Continue to Install.
  5. Choose whose accounts you want to add the plugin to:






    1. Admins only — All users who are under the Admin role in Zoho CRM will be able to access the plugin's functionality
    2. All users — All Zoho CRM users can access the plugin.
    3. Choose profiles — Select profiles under your Zoho CRM. All users who match that profile can access the plugin.



  6. Click Confirm.

    The plugin will be automatically installed. In the confirmation box, click Authorize to connect your Zoho Bookings account with your Zoho CRM account.





    Note:     Clicking Authorize will trigger a pop-up browser window, prompting you to allow access to Zoho Bookings. Please make sure that your browser settings aren't blocking pop-ups.

  7. Click Accept to allow Zoho Bookings to access your Zoho CRM account.



Once authorized, you can start scheduling bookings from within your Zoho CRM account.

Scheduling bookings from Zoho CRM

  1. Open the details page of the Contact or Lead you want to schedule a booking with. 
  2. Click New Appointment on the top panel.



  3. Select booking details like service, date, and time in the pop-up window. The customer details will be pre-filled.



  4. Click Confirm to schedule the booking.
  5. You'll instantly receive an in-product notification in Zoho CRM confirming the booking.



Sending booking page URL to a Customer or Lead

  1. Open the details page of the Contact or Lead you want to email the booking page link to. 
  2. Click the dropdown menu next to New Appointment on the top panel.
  3. Click Email Booking URL.



An email with links to your services will be sent automatically to the Customer or Lead. Currently, you won't be able to directly customize the content of this email. Read on for a workaround. 

Here's the default email that'll be sent.





Note: All elements indicated in the screenshot in box braces will be pre-filled with details in your Bookings and CRM accounts.

Workaround: How to customize the content of your email

  1. Click the Send Email button in Zoho CRM. This is a default option on your CRM account (and isn't affected by the plugin's installation).



  2. A new window will open with a blank message. Click the Choose Template option.



  3. Select Zoho Bookings Template.



  4. A default message will appear with a link to your booking page. Customize the message as you wish.



Accessing settings and editing preferences for your plugin

  1. Click Settings in your Zoho CRM account.
  2. Click All under Marketplace.
  3. Click the Installed tab. You'll see all plugins you've installed in your CRM account.
  4. Click the Settings link of the Zoho Bookings for Zoho CRM plugin.



In this screen, you can:
  1. Choose which module you want to add new Zoho Bookings customers to.
  2. Choose which Workspace (of Zoho Bookings) you want to show when you click New Appointment to add a booking for a Customer or Lead.
  3. Turn on/off Sales Signals notifications for new appointments.

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