Bidirectional sync between Zoho Bookings and Zoho CRM - Part 1

Bidirectional sync between Zoho Bookings and Zoho CRM - Part 1

Hey, community members!

The default integration between Zoho CRM and Zoho Bookings is unidirectional, which means that any appointments booked, rescheduled, or deleted in Zoho Bookings will be reflected in Zoho CRM. However, any modifications made to events in Zoho CRM that originated from Zoho Bookings will not be reflected back in Zoho Bookings. Hence, as we're announcing in this community post, we've made the sync bidirectional.

This community post will cover the process of configuring appointment bookings from Zoho CRM in Zoho Bookings, as well as managing appointment statuses such as Canceled, No Show and Completed. We have addressed the rescheduling action in a separate post. To view it, please click on the following link: Reschedule Action

This community post will be beneficial for active Zoho CRM users who handle all their meetings within Zoho CRM. Additionally, you can use this community post as a reference to explore various automation possibilities tailored to your business requirements. For instance, with this post's guidance, when you update a booking's status field to "Completed" in Zoho CRM, it will automatically sync with Zoho Bookings and trigger an automated "Mark as completed" email to customers. This enhancement will improve your Zoho Bookings and Zoho CRM synchronization experience, making appointment management easier.

Prerequisites of bidirectional sync: 
  • Zoho Bookings Premium subscription
  • Zoho CRM paid subscription
  • Enable Zoho CRM integration within Zoho Bookings
The purpose of enabling the Zoho CRM integration within Zoho Bookings is to transfer booking details from Zoho Bookings to Zoho CRM. In this configuration, the mandatory field is the Booking ID, which is passed from Zoho Bookings to Zoho CRM through the integration. Whenever an appointment is booked, customer details will be sent to the designated CRM module, and a corresponding record will be created in the Meetings module within Zoho CRM, which will help in automating the workflow.

Here's the complete demo video that covers all the configurations discussed in the community post below:

Timestamps for your reference: 

0:35 - Purpose of this community post
1:26 - Zoho CRM plugin installation
4:43 - Custom field creation
7:20 - Function creation
9:22 - Connection creation
10:24 - Configuring arguments 
11:06 - Workflow creation
13:33 - Argument mapping
14:41 - Output verification
17:41 - Conclusion



How we're approaching this bidirectional sync

1. Booking an appointment from Zoho CRM

Install the Zoho Bookings for Zoho CRM plugin within your Zoho CRM application. This plugin enables the creation of a "New Appointment" button within the Zoho CRM Leads and Contacts module, which enables you to select the desired booking page you wish to open. You can choose from various workspace, service, or staff booking pages. After configuration, you can initiate the process of scheduling bookings directly from within your Zoho CRM account. 
2. Booking status: Completed or No Show

To update a booking's status (Completed or No Show), we've added a new picklist properties field named "Booking Status" in the Meetings module and configured it with two options: "completed" and "no show". Depending on the booking status chosen, the corresponding booking in Zoho Bookings will be updated.
  • Details on how to add a custom field to the Meetings module : Customizing modules

  • Here's a video that demonstrates how to add a field to a module in Zoho CRM: Adding fields
Reference:




3. Booking status: Canceled 

Whenever a meeting is deleted from the Meetings module, the corresponding booking in the Zoho Bookings app will also be canceled automatically. The meeting can be deleted either from the Meetings module or directly from the calendar.





To enable bidirectional sync between Zoho CRM and Zoho Bookings

Complete these steps in Zoho CRM.

Step 1: Creating connections

You first need to establish a connection between Zoho CRM and Zoho Bookings. Zoho Bookings is listed as one of the default connections in Zoho CRM, making it simple to set up. Select the Zoho Bookings connection, define the connection name and scope, and you'll be all set. This connection will enable you to link both applications and facilitate the seamless transfer of data. 
Read here for more details on how to create connection in Zoho CRM: Connections

Step 2: Creating functions

In this context, we'll be creating three functions: one for marking appointments as completed, another for canceling appointments, a third for marking appointments as no shows, and a fourth for rescheduling appointments. For each function, we must also configure arguments, which pass values or data into a function when making a call. Here, we'll pass the booking ID to the function as an argument to update the necessary booking status.

i. To create a function for marking appointments as completed:
 
     1. Go to Setup > Developer Space > Functions.
     2. In the Functions page, click + Create New Function.

     3. Configure the function name, display name, and description.
     4. Set the category as automation.

More details:  Functions

This opens the Deluge script page.

     5. Next, configure the function's arguments:
          A. Click on Edit Arguments on the Deluge script page.

          B. Set the Parameter Name as bookingID. (Please note that the "bookingID" value is case sensitive and must match 
               the term used in the code).
          C. Set the type as string.

Reference:


Please configure the below code in the Deluge script page. 

Code link: Completed



By completing these steps, we've configured a function that will mark appointments as completed.

ii. To create a function for marking appointments as no shows

      1. Go to Setup > Developer Space > Functions.
      2. In the Functions page, click + Create New Function.

      3. Configure the function name, display name, and description.
      4. Set the category as automation.

More details:  Functions

This opens the Deluge script page.

      5. Next, configure the function's arguments:
           A. Click on Edit Arguments on the Deluge script page.

           B. Set the Parameter Name as bookingID. (Please note that the "bookingID" value is case sensitive and must match
                the term used in the code).
           C. Set the type as string. 

Reference:


Please configure the below code on the Deluge script page.

Code link: No show



By completing these steps, we've configured a function that marks appointments as no shows.

iii. To create a function for marking appointments as canceled

      1. Go to Setup > Developer Space > Functions.
      2. In the Functions page, click + Create New Function.

      3. Configure the function name, display name, and description.
      4. Set the category as automation.

More details:  Functions

This opens the Deluge script page.

      5. Next, configure the function's arguments:
            A. Click on Edit Arguments on the Deluge script page.

            B. Set the Parameter Name as bookingID. (Please note that the "bookingID" value is case sensitive and must match
                 the term used in the code).
            C. Set the type as string. 

Reference



Please configure the below code on the Deluge script page.

Code link: Cancel appointment 



By completing these steps, we've configured a function that marks appointments as canceled.

Code explanation

Below is an explanation of the code that covers all the configurations present in the three functions mentioned above (cancel, mark as completed, and mark as no show).

Line 1: Based on the Zoho Bookings account's data center, we're setting up the API endpoint URL configuration. 
Lines 2 - 4: To update appointments, we utilize the Zoho Bookings API. Within the update appointment API, there are two mandatory fields that need to be included: BookingID and action (completed/cancel/noshow). 

Lines 5 - 10: We use the invokeURL task for API calls. To learn more about the invokeURL task, please refer to the following document: InvokeURL task for API calls

Now, let's proceed and learn about the process of creating a workflow and linking the established functions to it. This will enable us to automate the entire appointment status updating process.


Step 3: Creating a workflow

Workflow rules are sets of actions (email notifications, tasks and field updates) that are executed when specified conditions are met. Here, we'll generate workflow rules for each action to activate the respective function, thereby automating the appointment status updating process.

More details: Workflow overview

i. Creating a workflow for "canceling" appointments in Zoho Bookings when a meeting is deleted in Zoho CRM

Part 1: Creating the rule

      1. Go to Setup > Automation > Workflow Rules.
      2. In the Workflow Rules page, click Create Rule.

      3. Select "Meetings" under Module and configure rule name and description as required.

More details: Create Rule

Reference: 


Part 2: Specifying the rule trigger

More details: Specify rule triggers

      1. Select Record Action > Delete > Done to execute the rule when meetings are deleted.

      2. Configure condition > All Meetings.

      3. Instant Actions > Function.

      4. Click the New Function button.


      5. In the Configure custom function page, select the "cancel" function you created from among the functions users in your organization have created.


Part 3: Argument mapping

      1. Press # to choose an argument value.

      2. Select Meetings under Module and BookingId in the field.

      3. Click the Save and Associate button.

Reference:


Below is the final flow of the cancel booking workflow:


At the end of Part 3, we will have created a workflow that will be executed automatically when meetings are deleted in Zoho CRM. Simultaneously, the bookings associated with the meeting will also be canceled in Zoho Booking.

ii. Creating workflow for updating an appointment's status as "no show" in Zoho Bookings when the meeting's booking status is marked as no show in Zoho CRM

Part 4: Creating the rule

      1. Go to Setup > Automation > Workflow Rules.
      2. In the Workflow Rules page, click Create Rule.

      3. Select Meetings under Module and configure the rule name and description as required.

More details: Create Rule

Reference:

 
Part 5: Specifying the rule trigger

If you encounter difficulties while navigating through the steps mentioned below, please refer to Part 2 above, where we have provided step-by-step screenshots for clarification.

      1. Record Action > Edit. 

      2. Enable the Specific field(s) gets modified and configure it per the screenshot below.
          a. This is to ensure that the workflow is executed only when the booking status under the meeting module is
              updated to "No Show".

      3. Configure condition > All Meetings.
      4. Instant Actions > Function > New Function.
      5. In the Configure custom function page, select the "no show" function you created from among the functions
          users in your organization have created.

Part 6: Argument mapping:

If you encounter difficulties while navigating through the steps mentioned below, please refer to Part 3 above, where we have provided step-by-step screenshots for clarification.

      1. Press # to choose an argument value.
      2. Select Meetings under Module and configure the field as "BookingId".
      3. Click Save and Associate button.

Reference:


Below is the final flow of the "No Show" booking status workflow:


At the end of part 6, we will have created a workflow that automatically executes when the booking status field within the Zoho CRM Meetings module is updated to "No Show." This action will result in the associated bookings for that meeting also being marked as "No Show" in Zoho Bookings.

iii. Creating workflow for updating appointment status as "Completed" in Zoho Bookings when the booking status field of the meeting is marked as completed in Zoho CRM.

Part 7: Creating the rule

      1. Go to Setup > Automation > Workflow Rules.
      2. In the Workflow Rules page, click Create Rule.

      3. Select Meetings under Module and configure rule name and description as required.

Reference:



Part 8: Specifying the rule trigger

If you encounter difficulties while navigating through the steps mentioned below, please refer to Part 2 above, where we have provided step-by-step screenshots for clarification.

      1. Record Action > Edit.

      2. Enable the Specific field(s) gets modified setting and configure it per the screenshot below.
            a. This serves to ensure that the workflow is executed only when the booking status under the Meetings module is
                updated to "Completed".

      3. Configure condition > All Meetings.
      4. Instant Actions > Function > New Function.
      5. In the Configure custom function page, select the "completed" function you created from among the functions users
          in your organization have created.

Part 9: Argument mapping:

If you encounter difficulties while navigating through the steps mentioned below, please refer to Part 3 above, where we have provided step-by-step screenshots for clarification.

      1. Press # to choose an argument value.
      2. Select Meetings under Module and configure the field as "BookingId".
      3. Click Save and Associate button.

Reference:


Below is the final flow of the "Completed" booking status workflow:


At the end of part 9, we will have created a workflow that is automatically executed when the booking status field within the Zoho CRM Meetings module is updated to "Completed." As a result, the associated bookings for that meeting will also be marked as "Completed" in Zoho Bookings.

Conclusion

We've reached the end of this community post. With the integration mentioned above in place, you'll be able to book, cancel, and update the status of appointments in Zoho Bookings directly from your Zoho CRM application. This will help you effectively manage your appointments in one place. As mentioned above, we've covered the rescheduling action in a separate post, which you can access by clicking on the following link: Reschedule Action

Furthermore, we've outlined a method for automating appointment statuses in detail. You can use this document as a reference to explore the various possibilities that suit your needs.
 
If you have any questions or need assistance with your configuration, please email us at hello@zohobookings.com or support@zohobookings.com.

    • Recent Topics

    • You have reached the maximum limit of bank accounts that can be connected to Zoho Books through token.

      I can no longer connect to my bank account to download transactions into Zoho Books. I egt the error message: "You have reached the maximum limit of bank accounts that can be connected to Zoho Books through token. To connect more accounts, write to us

    • Assign emails to lead

      I have some contacts who refers leads but there is no away to manually assign emails to lead.   

    • Print Sales Orders, Purchase Orders or Invoices from API

      Hello, Is it possible to use the print option that is available in Sales Orders Purchase Orders and Invoices with the API?. I don't see any information in the docs about this. Thanks

    • Push Forms to CRM

      Hello, I created a Form but forgot to integrate to CRM before many of the Forms were filled out. Is it possible to push those entries to CRM or should I just export a CSV then upload to CRM?

    • Layout Adjustment.

      Hello Latha, Hope you are doing well. I wanted to check with you about adjusting the layout columns in the Service Report from the backend, as currently there is no capability for us to customize the layout from our end. Below is the output that I am

    • Invoice emails repeatedly "Bounced back" from perfectly good email address of clients.

      Hi For a couple of months now I am getting tens of invoice email invoices "bounced back" from perfectly sound email addresses when they are sent via Zoho Books. (see attached or an example) (the common theme seems to be that the emails are going to either

    • Newby Questions - Vendors, Customers, and Income vs. Other Income Clarifications

      Q1. For Deposits, there does not seem to be an option for "Income". "Other Income" is an option however. What is the process to add the option to assign a deposit to type "Income"? Q2. In many cases Vendors and Customer are the same. Vendors may purchase

    • yodlee bank fees

      My bank feeds have been pretty much error-free until this recent Yodlee update.  I have configured it as per the information however nothing comes through. It says that bank feeds have been refreshed as of 30th June, 2022. It is the end of the financial

    • Create Item group from a composite Item

      I have applied my mind for hours but cannot figure this out. Can you have a composite item in an item group?. E.g. We bundle different color and size SKU's together as composite items. Also Using composite items as Bill of Materials. We want to create

    • Amazon.in FBA multiple warehouse integration with Zoho Inventory

      My organisation subscribed to Zoho One looking at the opportunity to integrate Amazon.in with Inventory. But during the configuration, we understood the integration has severe limitations when it involves multiple warehouses in the same Organisation.

    • Feature Request - Make Available "Alias Name" Field In Item List View

      Hi Zoho Inventory Team, I have noticed that the "Alias Name" field does not appear on the list of selectable columns in the Customise Columns feature in the Items module. This would be very useful to see for businesses who are using the Alias Name field

    • Feature Request - Option To Hide Default System Fields on Items

      Hi Zoho Inventory Team, As far as I know it is not possible to hid some of the defult system fields on Items, such as UPC, MPN, EAN, ISBN. A good use case is that in many cases ISBN is not relevant and it would be an improved user experience if we could

    • OpenAPI Specs are just plain wrong

      The provided yml files for generating the OpenAPI specs are absolutely riddled with errors and inconsistencies. From missing fields on the objects, to just incorrectly named resource objects. I'm having to go through and manually changing the spec to

    • Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

      Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products

    • Categorize Items with Item Headers

      Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title.  Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates.  To add an item header: Go to the Estimates, Invoices

    • Zoho Creator Developer Console | Improved Distribution and Lifecycle Management for apps

      Hello everyone, We're excited to introduce new enhancements now in the Zoho Creator Developer Console. These updates strengthen private app distribution through licensing controls and extend environment support across all installed apps, helping teams

    • Zoho Notebook API

      Hi there, I was wondering if you guys are planning to create an API service for this product? Currently, I have developed a custom program based on Evernote's API that allows me to automate my notes. The program completely changes the way notes are taken and makes anyone more productive, combining notes, logging, reminders, tasks and time management. I would love to deploy it on the Zoho Notebook API. In fact, I think this would be the perfect product for Zoho to package and offer as a service/product.

    • 554 5.1.1 – Mail sending blocked for the domain(s): [gmail.com]

      Here's your corrected text: Hello, I hope you are doing well. I was unable to send a message and received the following error: "554 5.1.1 – Mail sending blocked for the domain(s): [gmail.com]" I tried to send and deliver an email but got this error. I

    • Add Reauthentication Option for Zoho Bug Tracker Integration in Zoho Desk

      Hello Zoho Desk Team, We hope you're doing well. We would like to request an enhancement to the Zoho Bug Tracker integration within Zoho Desk. Current Limitation: At the moment, there is no option to reauthenticate the Zoho Bug Tracker integration in

    • Newby Questions

      Q1. The top bar of Zoho Books has a "Search in Banking (/) " field. What is the proper use of this text box? - Searching for Amazon for example has no results but there are transactions. - Is the search case sensitive? - Are regular expressions allowed?

    • Three Zoho Billing Limitations Blocking Standard Subscription Operations

      After working through Zoho Billing support for over a year on these three issues without resolution, we wanted to flag them to the broader community. We are curious whether other businesses are running into the same walls. 1. Cannot Prepone (Move Earlier)

    • Automation #3 - Auto-sync email attachments to tickets

      This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Most of our customers use email

    • Can't add a sender adress from zoho campaigns

      hi, I need to change the sender address for a campaign.  When i try to add it i get a message to say 'duplicated email address found while adding your sender address'.  This is the first campaign i'm sending so I don't understand why this message is displayed? Thanks Jane 

    • Using a custom single line External ID form as merge fields in templates

      Hey everyone, We're looking to integrate a few external systems better with our Zoho CRM, and we had hoped to use external fields for this purpose. In this case, it would mean being able to use our own inoice system's invoice numbers are a direct id compatible

    • Introducing Workqueue: your all-in-one view to manage daily work

      Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales

    • Dashboard target enhancements

      Often individuals in IT are creating dashboards for their sales team. The ability to create a single dashboard that can be used by multiple people is key. A components for a dashboard have the ability to filter by logged in user which is great. However

    • Zoho Campaigns - Feature Request - Re-Send Existing Email Action in Automations/Journeys

      Hi Zoho Campaigns and Zoho Marketing Automation teams, I would like to suggest a feature that would make building and managing complex automations significantly easier. The Feature Introduce a “Re-Send” or “Send Existing Email” action within Automations

    • Can I write a check in Zoho Books with no associated bill?

      This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply. 

    • ISO 3166-2 Compliant Country and Regions

      Zoho should consider implementing ISO 3166-2 standards for countries and regions in address dropdowns. It adds a lot of noise in the data when items added programmatically conform to ISO 3166-2 (e.g., TX for Texas, CA for Canada, etc.), but the few items

    • US State abbreviations in Address fields

      In regards to all Address fields within Zoho, Is there a way to change the State field to be the 2 letter abbreviation vs the full spelled out US State name? Example: "Washington" should be WA. I am able to type in the abbreviated state, but it's not

    • Zoho Booking - TIN vs ATIN & ITIN

      Zoho Booking Vendors allows for TAX ID values of SSN, EIN, ATIN an ITIN. There is no option for TIN. What is the method to properly add TIN to the list of taxable values for companies? For reference: Social Security Numbers (SSN) Individual Taxpayer Identification

    • Zoho Books | Product updates | October 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple

    • Bill sent for Payment Approval

      Zoho Books currently supports three levels of transaction approval for bills: Draft, Submit, and Approved. We are looking to add a layer of approval like a bill marked for payment before initiating payment requests through HSBC Bank. Can you please guide

    • Ask the Experts - Live Q&A webinar

      Hello Community, We’re excited to host our very first Ask the Experts session! Join us on 7 April 2026 from 11 a.m. to 12 p.m. (IST) for this live webinar Q&A session, where you will have an opportunity to connect directly with our product experts, gain

    • Kaizen #235 - Automating record restoration using Recycle Bin APIs in Zoho CRM

      Welcome to another Kaizen week. Here's a question that came up in our developer forum: "I'm working on a piece of software to automate conversion of Leads into Deals based on order status from my company's website. There are some cases where a previously

    • Open PDFs using Zoho PDF Editor

      Hello users, In this article, we will be exploring the open PDF capability in Zoho PDF Editor to collaboratively edit PDFs, insert text and images, add fillable and e-signature fields, and more. You can upload PDFs upto 50 MB or 150 pages. Password-protected

    • One Contact with Multiple Accounts with Portal enabled

      I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

    • Bank Feeds Breaking Constantly

      Hey Everyone, I have already reached out to support about this issue but I am wondering if anyone else is having the same issue. My bank feeds keep breaking within days of me fixing them by updating the credentials. Its been happening for a while and

    • Timed addition to segments

      Hi there - hoping you can help me figure out a graceful way of doing this: • I want to add contacts to a Segment in Campaigns based on a Stage pick-list field value X in CRM - that bit's fine. The problem is that I only want to add them to the Segment

    • Zoho Developer AI Agent = Claude AI + MCP Server + Zoho Ecosystem

      Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at Officehub Tech: ✅Claude + MCP Server + Zoho Creator Zoho Developer AI Agent – an AI-powered Zoho automation platform This solution connects Zoho applications with an

    • Next Page