Link Zoho Bookings event to contact in Zoho CRM
We use zoho bookings to allow our customer to set appointment with our team.
In order to achieve that :
- each e-mail sent to a customer has a "Set appointment" button
- the link in the button is set toward the right service in Zoho Bookings and has additionnal URL parameters to pre-fill customer data in the zoho bookings form
This works, but we do not see the appointment in Zoho CRM... since there is no link from Zoho Bookings to Zoho CRM.
=> How can we get the information about appointment taken by the customer via Zoho Bookings in its Zoho CRM history ?
Please note that we want the customer to set the appointment himself, so no solution based on our team setting the appointment would answer our needs.
Get Started. Write Away!
In order to achieve that :
- each e-mail sent to a customer has a "Set appointment" button
- the link in the button is set toward the right service in Zoho Bookings and has additionnal URL parameters to pre-fill customer data in the zoho bookings form
This works, but we do not see the appointment in Zoho CRM... since there is no link from Zoho Bookings to Zoho CRM.
=> How can we get the information about appointment taken by the customer via Zoho Bookings in its Zoho CRM history ?
Please note that we want the customer to set the appointment himself, so no solution based on our team setting the appointment would answer our needs.
Regards
Ronan
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