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
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.
- Guide on Zoho Bookings and Zoho CRM plugin installation: Booking page selection for Zoho CRM plugin
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.
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.
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.
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.
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.
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.
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:
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.
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".
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.
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.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Kaushik S
bruce
Ishwarya SG
PrismaNote Support
Sticky Posts
Presenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesCreate and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR
A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standardIn-person ZUG Meetups for Real Estate Professionals - US Q1 2026
The Real Estate Zoho User Group is going on a multi-city, in-person meetup tour across the US, and we’d love to see you there! These meetups are a great opportunity to: Connect with fellow real estate professionals using Zoho Share challenges and discoverNimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Deprecation Notice: OpenAI Assistants API will be shut down on August 26, 2026
I recieved this email from openAI what does it means for us that are using the integration and what should we do? Earlier this year, we shared our plan to deprecate the Assistants API once the Responses API reached feature parity. With the launch of Conversations,How to center a field inside a section?
I’ve been trying to center a field inside a section in Zoho Canvas. When I align it visually, it looks centered in the editor, but after clicking Save, the field appears misaligned on the actual canvas. I also tried setting the field to full width, butKaizen #192 - Implementing Custom Token Persistence in Python SDK
Welcome back to another week of Kaizen! Last week, we discussed how to implement Login with Zoho using OAuth 2.0 and saw how to bring it to life in a real-world application with the Zoho CRM Python SDK. We also discussed how Zylker Academy built a customShowing the map along with mileage expense
When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associatedEnable Validation Rule for Multi-Select Picklist Field
Zoho, Please allow validation rules for multi-select fields.File Upload field not showing in workflow
Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?CRM Custom function updating a module record shows the Super Admin user as the record modifier
Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more usefulBest practice importing items and matching assemblies
Hi, I was wondering what would be the best practice to import items and composite items (assemblies) From my backup, what should I import first? The items or the composite items? I am on Zoho one, using inventory and books. Kind regards, SabineBest way to fetch employee names from Zoho People into Zoho Creator Inventory Stock Form field Employee Name Lookup
Hi Team, I have a requirement in my Zoho Creator application (Inventory Stock Adjustment) where I need to fetch employee names from Zoho People and use them as a lookup in a form. Currently, I am considering using an integration field to fetch this dataget file api is returning Junk data
I am working on extension development where at one point I need to retrieve attachments on records I found out I can use only invokeconnection and not invokeurl in extension development The invoke connection returns the image in raw binary format. WhenNeed help with message box
End user updates many records at once. Each have unique serial number. They want a confirmation box that says starting number, ending number and qty. Is there any way to do this? I been searching and asking support but seems like no great solution.[Webinar] The Transformative Power of Gen BI
Traditional decision-making tools are no longer enough. The integration of generative AI into business intelligence (BI) is proving to be a true game changer—enabling businesses to make faster, smarter, and better informed decisions. Early adopters ofBackorder process review - Automating Removal of Sales Order from "On Hold" When PO is Received
Hello Zoho Inventory Team, Currently, sales orders in On Hold status are released only when the bill for the purchase order is created. In our workflow, it would be much more efficient if the sales order could automatically move out of On Hold as soonHow to access the saved Query using API?
I have created a query in setting. Is it possible to access it from a API? What's the endpoint? I tried /v8/queries/important_deals but didnt' work.création d'une base de données
base de donnee d'un lycéeUser Session variables to recall after form submit & redirect to menu
Hey, Forgive me if this is a simple answer I have overlooked. I have built a big onboarding process for my SAAS platform which is built and managed by an external Dev team. I am hoping to embed my new creator app on the SAAS platform. I have a menu pageZoho Writer Merge Template with data from Zoho Analytics Views
Hello, Is there any way to pull information from Zoho Analytics and put it into a Merge Template? I am trying to create a bulk export of one report that filters on a field to create a single document for each of the filter fields.Having to enter bill before stock shows as available.
Hi, Am I right in thinking you must create a bill from the purchase order receipt before the goods are available for shipping?Agent Availability Report
From data to decisions: A deep dive into ticketing system reports Businesses need to track when their support agents check in and check out from work. This report, titled Agent Availability, is one of the static reports that helps managers track the numberAI-driven construction analytics using Zoho Projects Plus
Construction projects thrive on timelines; if a project is completed on or before the expected time, it makes headlines, but if it gets delayed, the company’s credibility will be at risk. Such projects require precise planning and constant monitoring,Canadian payroll
Hello ZOHO, is any updates on when payroll for Canada will be available?Unified customer view: Bringing product intelligence into your CRM data
For businesses today, applications and digital interfaces are the main touch points in the customer journey. While Zoho CRM data already tells who your customers are and what they buy, Zoho Apptics tells you how they interact and engage with your product.Zoho Creator SaaS app with multiple client AND multiple users
I am close to finalizing a Zoho Creator app that will be used by different companies to manage sale info, and each company can have multiple users using the app. Things were going perfectly until I tried a search on a report. I use a database field in each table to separate the data for each company, which works great. BUT when I do a search, I get to see ALL the data. This means that Company A could easily see the data from Companies B and C via the built-in search. Is there a way to set up theProject Change Orders and Additions
We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure outTrack online, in-office, and client location meetings separately with the new meeting venue option
Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at thePossible to send Zoom AI Companion transcripts and summaries to contacts in CRM?
Title says it all. Is it possible to send Zoom AI Companion transcripts and summaries to contacts in Zoho CRM?How do I edit the Calendar Invite notifications for Interviews in Recruit?
I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sentPosibility to add Emoticons on the Email Subject of Templates
Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also showClarity on extended contract status
Clarity on “extended” status- How does Zoho “extend” a contract? E.g. if client extends by 1 month, can the “end date” be adjusted accordingly in Zoho and tagged as “Extended” with a clear audit trail that also captures the client’s email? Note- EmailCustomizing contract status
Can we customize/add/remove status on Zoho contracts ourselves or does Zoho needs to do this? Context- There is a long list of status on Zoho but not all of them are relevant for us . There are few status which are missing and needs to be added. E.g-Set Custom Business Calendars and Holidays for Global Teams
Managing a project across diverse teams means accounting for more than just tasks and deadlines; it means acknowledging how and when each team actually works. Users might follow different working days or observe region-specific holidays that cannot be[Integration edition] Deluge learning series - Integrations between Zoho apps and Third-party services with Deluge | 28 August 2025
We’re excited to welcome you to the Deluge learning series: Integration edition! The Integration edition will run for three months: Session 1 – Integrating Zoho Apps with Deluge using inbuilt integration tasks Session 2 – Integrating Zoho Apps with DelugeCritical Vulnerability in all major password manager plugins - is Zoho Vault affected?
Hi Zoho, a security researcher found a critical clickjacking vulnerability in all major browser password managers: DOM-based Extension Clickjacking: Your Password Manager Data at Risk | Marek Tóth Is Zoho Vault affected as well? Apparently the Vault extensionChange eMail Template for Event-Invitations
Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, JuergNeed Your Insights
Hi Zoho, I'm confused why the flow only sends to one output. setVariable15 is from a list. It doesn't consider the 2nd entry. Any thoughts?Map Dependency Fields - How can can I limit picklist values from a multi-select Parent field?
I know the "Map Dependency Fields" feature doesn't allow a multi-select parent field. However, I need the functionality. Can I do it through a deluge function, and would it still support color coding picklists? We need the color coding for quick scanningDYK 1 - Color Palette for Enhanced Visual Identification of Status
Introducing the Did You Know series of posts. The goal of this series is to familiarize users with certain features or enhancements in Zoho Projects that may not be evident at first glance. The first post in this series deals with color palettes for indicatingInvalid field in the COQL query
Dear Zoho Support! I believe that you already helped me with a similar problem a few years ago. One of my clients has a custom field named "LOB" in the "Deals" Module (see the field's metadata below). The COQL query using this field: : "select id, Deal_Name,Transferring domain registration to new registrar and switching email hosting at the same time?
I need to transfer an existing domain uv cure adhesive that's currently with SiteGround to Porkbun. I also need to move the existing custom email addresses from SiteGround to Zoho Mail. I'm not sure if I should transfer the domain first and then tackleSplit deposits
Can Zoho do split deposits. One deposit, two checks for two separate invoices from different customers. This is one of the most common tasks I can imaging. When I mark the two invoices paid, there are two deposits in bank register. When I try to match,Next Page