Automate unavailability in CRM calendar

Dear all,

We've been focused on enhancing the Zoho CRM calendar synchronization to ensure you always remain in sync, regardless of where you schedule your meetings or events. After updating the Google and Microsoft calendars, we're now introducing synchronization with Zoho Calendar and Zoho Recruit.

What’s new?

While setting up calendar preferences, you can now choose to mark slots in your CRM calendar as unavailable based on your events from corresponding Zoho product calendars, without having to sync all events.

With this enhancement, you can choose to mark unavailability from Zoho Calendar and Zoho Recruit based on your operational needs. This allows for a more personalized synchronization experience and helps prevent any scheduling conflicts between your CRM activities and other engagements outside the scope of CRM.

What will happen when a calendar slot is booked?

While the integration enhances transparency regarding a user's availability, we've also prioritized privacy. While all synchronized events will be reflected in the CRM, the in-depth details are exclusive to the individual user. When a time slot is occupied, other CRM users will see that period marked as "unavailable". However, the specifics — like the nature of the event, or who the interview is with — are only accessible to the individual who set it up, ensuring that sensitive information remains confidential.

Points to be noted

For the Zoho Calendar, you can select the calendars that need to be monitored for events. For Zoho Recruit, apart from events, you’ll also be able to select interviews, to block time for.
Changes made in Zoho Calendar or Recruit, if any, at the time of the events or interviews will also automatically reflect in CRM.

That’s all about this enhancement. Let us know your thoughts and feedback in the comments below.

Resources: Managing Calendar in Zoho CRM

Thanks!

Nizamuddin

P.S. These enhancements are currently live for all users in all DCs.

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Nizamuddin Sohel SK

Sticky Posts
Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
Zoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
Canvas templates can now be shared with different CRM organizations
----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
Introducing Zia Presentation in Zoho CRM
----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in the
Blueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all