Better integration between Zoho CRM and Zoho Bookings

• Topic Participants

• Ashley Bell

  

• Sunderjan Siddharth

  

• Sticky Posts

• Free Webinar - Digital signatures for digital contract management with Zoho CRM

  Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcoming

• New User Interface for your Email integration in Zoho CRM

  Hello folks,  As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**.  If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below.  **Please note that,

• Fetching leads from Zoho CRM into Zoho Creator, automatically

  I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible?   Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM.  For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically

• Recent Topics

• Can't add my domain to Zoho zeptomail because of error code DE_150

  Hello there, I'm trying to add my domain to ZeptoMail but it's rejected I checked the network tab and I'm getting { "error": { "code": "TM_3601", "details": [ { "code": "DE_150", "message": "Antispam validation failed for your domain in Accounts." } ],

• Automated entries past the current month in a calendar report

  Hi all, I have an automation problem. I have a form which on successfull entry adds either 5 or 10 more of these entries with a slight change so our customers can see it throug a calendar report on the webiste. The entry put in manually shows up perfectly

• [Bug] WebAuthn passkey registration blocked on rpIds with TLDs longer than 6 characters (.accountant, .technology, etc.) — isValidDomain regex too strict

  Hi, Filing on behalf of an enterprise customer where Zoho Vault is deployed across the company. The Chrome extension blocks WebAuthn passkey registration on legitimate sites whose Relying Party ID (rpId) has a TLD longer than 6 letters. This affects every

• Get Files Associated to Data Template via API

  I have a data template with multiple files associated to it, and trying to write a Deluge script that will fetch files associated with this data template. I created the script below based on the WorkDrive API documentation, one request uses the data templates

• ZOHO CRM User management or role

  I need guidance regarding Zoho CRM licensing and user management. I want to purchase one Zoho CRM license and create multiple team users under the same account with the following hierarchy: Super Admin User Manager User Executive Users (with limited access)

• Tip #72 - Exploring Technician Console: Setup Unattended Access - 'Insider Insights'

  Hello Zoho Assist Community! You joined a live session, diagnosed the issue, and got the user back on track. Fix delivered, user happy, session closed. But you know this machine. It needs a follow-up. A cleanup, a patch, maybe a deeper maintenance run.

• #1 New to Zoho Invoice? Do this First!

  "Zoho Invoice has made our company's tax invoices look more elegant and professional. It is effortless to raise an invoice and track payments with it", says Arunkumar Balakrishnan, Director GA Technologies. Generating professional invoices usually begins

• Important update: Migrate to the new SalesIQ live chat widget before May 15, 2026

  The old SalesIQ live chat widget will be deprecated on May 15, 2026. This is a final reminder to migrate to the new SalesIQ live chat widget before this date. After May 15, 2026, the old widget will no longer be maintained, which can lead to slower performance

• Automation Series #5: Supervisor Rule vs Schedule in Zoho Desk

  Supervisor Rules vs Schedules: Choosing the right time-based automation This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused automations

• Error when changing user permission from read only to user.

  Hi there, Ive tried to change one of my users to be able to edit, however i kept getting the error user license exceed.

• Need Help Preventing Overselling in Zoho Inventory

  Hi fellow Zoho Inventory users, I'm reaching out for advice on managing inventory control in our growing business. We've recently encountered situations where sales orders get confirmed despite insufficient stock, creating operational challenges. Our

• Conditional Layouts On Multi Select Field

  How we can use Conditional Layouts On Multi Select Field field? Please help.

• Smart Feature Compatibility Indicators for CRM Field

  Zoho CRM offers a wide range of field types and advanced customization options. However, several field types have feature-specific limitations that are currently documented only in help articles. For example, while configuring a Rich Text field, admins

• Deactivate Zoho CRM for everyone

  We would like to deactivate Zoho CRM for everyone. How can we do that?

• Building extensions #2: Publishing and sharing Zoho Sprints extensions using Sigma Cloud Editor

  Welcome to a new post on Zoho Sprints extension development! In our last post, we explored how to create, test, and edit an extension for Zoho Sprints. In this post, we'll take a look at how to publish and share an extension. Publishing and sharing extensions

• Custom return paths

  How do I delete a custom return path subdomain created in error?

• How do you paginate in schedule function

  How does someone paginate in schedule function in deluge is there an ideal way to do this apart from hardcoding max pages

• Mail bounces due to bad reputation

  Good evening. I'm seeing these errors from both hotmail/outlook and yahoo, as well as hard bounce from Virgin Media and talktalk for some time now. Bounce category: Connection issues Reason: uncategorized-bounce Message: 4.7.650 The mail server [136.143.188.237]

• What is a realistic turnaround time for account review for ZeptoMail?

  On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still

• Calendar in Global View

  When you are working with multiple projects, staying on track with all project activities requires a centralized view of all your project activities. Especially in a work environment, users tend to miss out on their day-to-day activities when it doesn't

• My email sending has beed blocked due to high bounce rate. NEED HELP

  User ID: 886739811 Dear Zoho Team, I hope this message finds you well. My account (User ID: 886739811) was blocked from sending emails last week due to an unusually high bounce rate. This spike was caused by a bot attack on our platform, which led to

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• Extracting Images from a Zoho Creator Report into a Pages

  If you’ve uploaded images in a form and can see them in your report, you might also want to display those same images inside a Page (custom HTML page). This is useful for dashboards, profile pages, or any place where images should be visible dynamically

• How to create a directory report from one-to-many relationship

  Hi all, Newbie here. I'm converting an Access DB to Creator. I've learned Forms are tables and Reports are used to edit table rows, not Forms. I've got the data loaded and can maintain it with the Reports already done. I've done filtering and sorting,

• How to Migrate from MDaemon to Zoho Mail Account?

  Hi there, Zoho Mail is one of the most popular as well as leading competitor for several cloud email service providers. It is It provide cloud email service as well as desktop based email client. In recent years people are migrating from third party cloud servers to Zoho Mail. The reasons are plenty, i.e. the user interface, security, high performance and many countless amazing features. On the other hand MDaemon Mail (aka WorldClient) is also popular among cloud email servers. But there are some

• Ask the Experts: A Live Q&A Session

  We’re back with another exciting edition of the Ask the Experts series, this time exclusively for our Zoho Recruit users from the USA & Canada regions! Whether you're trying to configure your account better, have questions about customization, or want

• Tip #7: Customize the appointment confirmation page

  A confirmation page plays a crucial role in creating the first impression, as that's where customers land when booking with you. It shows your brand identity, engages your audience, and drives more conversions. Yet, this section is often overlooked when

• Add Image Upload Field to Zoho Bookings Registration Form

  Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), but

• Meeting integration with Otter.ai

  Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks

• [Free webinar] AI agents in Zoho Creator - Creator Tech Connect

  Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar featuring in-depth technical sessions designed for developers, administrators,

• プロフェッショナルプランで、見積作成時に原価と利益率を確認する代替案について

  現在、Zoho CRMのプロフェッショナルプランを利用しています。 海外から輸入した商品を販売しており、商品ごとに原価が異なるため、見積書を作成する際（または保存直後）に、その見積の原価合計と利益率を確認したいと考えています。 しかし、現在のプランではDeluge（関数）が使えず、見積書の「商品詳細」の項目をカスタマイズすることもできません。 1,見積作成画面で商品の原価を参照できるような、標準機能での工夫はありますか？ 2,レポート機能を使って、見積単位での原価・利益を算出する方法はありますか？

• Announcing Zoho Sheet desktop app for macOS and Windows (Beta)

  Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that the

• Zoho Books and Pet Pooja Integration

  I've started ti use Zoho books for Accounting and Pet Pooja for billing, pet pooja team says they can integrate with tally but not Zoho books, As zoho books has API integration, I thought it'll be possible for to integrate Petpooja with Zoho books, can

• Moving Project Task to other parent not possible

  We are trying to move an existing Zoho Projects task to a different parent task via API. Example: Task ID: 289214000001385113 Current parent: 289214000001281044 New parent: 289214000001281045 We tested updating the task with: taskParam.put("parent_task_id",

• Remove or hide default views

  I'm looking to only have the views pertinent to my organization. Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...

• Add more than 7 sender addresses in campaigns

  I need to add at least 15 sender email addresses but am currently limited to 7. Please can you increase. Thank you

• Email sent to Hotmail arrives to Spam

  I'm sending email tests to my Hotmail account and they arrives to the Spam folder all the time. My domain has been verified correctly. How can I fix it?

• Let’s Talk Recruit: Your pipeline is full. So why aren’t roles closing?

  Welcome back to Let’s Talk Recruit, where we break down hiring workflows into simple, actionable insights for recruiters. The focus this month is on what slows down your pipeline even when everything looks like it’s working. Picture this. You log in to

• Mirror Component in Zoho CRM: Access real-time related data without leaving your record

  Hi everyone, This feature is now available for the JP, CA, SA, UAE, and AU DCs. We're excited to bring to you Zoho CRM's mirror component, which presents relevant data on a record's details page and keeps everything users need in one place without having

• Search through email contents

  Is there a way to search through the email history of a lead? Meaning if among the 50 emails to a lead about different topics I want to find all the ones with the word "pizza" in the body of the email, is that possible? Thanks for your help, Hanan

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