This page is applicable for Bookings 2.0 version only. To view the equivalent Bookings 1.0 version, please check this page.  

1. In a nutshell

2. Feature availability

• Available for premium plan.
• Roles

• Super admins and admins can set up Zoho CRM integration 
• Workspace admins, managers, and staff will be able to connect their Zoho CRM accounts once the admin integrates Zoho CRM
  
  

3. Overview

Zoho CRM integration with Zoho Bookings enables seamless management of customer and appointment details across both platforms. With this integration, customer booking details can be pushed automatically to any module in Zoho CRM, and appointment information is added directly to the Meetings module in Zoho CRM. Admins can easily select the synced Zoho CRM contacts within Zoho Bookings when scheduling appointments from their end, and the appointment details will be synced with Zoho CRM.

Key features of CRM integration

• Pushes Bookings customer details to CRM (any module)

• Adds appointment details to the Meetings module in CRM

• Ability to choose CRM customers in Bookings while adding appointments

• Connect with Zoho CRM Calendar and sync appointments to it.

4. Usecase

5. Steps to setup CRM integration

1. Click the Admin Center  icon in the top-right corner of the Bookings menu bar.
   
2. Select CRM and Sales under Integrations in the left-side panel.
   
   
   
   
3. Click Connect inside the Zoho CRM card. You will be redirected to the page where you can choose the organization and authorize the connection by selecting Accept.
   
   
   
   
   
   

4. Click on the Field Mapping button beside the customer to sync the customer details. A slider will be opened.
   
   
5. Choose the CRM module from the dropdown option to push the Booking field values and add a new Zoho Bookings customer in the CRM.
   
   
   
   
   
   
6. Click the Data Sync Rule dropdown and choose an option as required:
   
1. Checks existing records to update; else, creates a new record – Updates existing records to prevent duplicates, and creates a new record if no match is found.
   
2. Skip checks and add record to the selected module – Adds the record directly to the selected module without checking for duplicates.
   
   
7. Select the corresponding CRM field from the right dropdown option to push the default and custom field values of the booking form to the selected module in the CRM. Click Save.
   
   
   
   
   
   

   Note: Default fields are mandatory, while custom fields are optional when syncing customer details to the selected CRM module.
   

   A note on the name field mapping
   

   1. Choose how to map the name field in CRM, either as a single name or separated into first and last names.
      
   1. To push the name as a single entity, select the Name radio button shown above.
      
   2. ​To split the name into first and last names, select the First Name, Last Name radio button displayed below.
      
      
   3. Select the appropriate CRM field name from the drop-down menu..
8. Click the Field Mapping button beside the appointments to map the appointment details to the Meetings module.
   
   
9. Select the field in the Meetings module from the right dropdown so that the custom fields added for the selected event type will be listed. Click Sav

   
   

   
   

   
   

   
   

   

   Info: Before mapping, create corresponding fields in the Meetings module. These custom fields can be mapped only to the Meetings module in Zoho CRM. These details can be viewed under Open activities -> Open meetings in the selected module in Zoho CRM.

A tip to resolve errors while field mapping

If you get the below error message, then you have not mapped a mandatory field that is present in the chosen CRM module. Please map it or remove the mandatory condition from your CRM. Note that only three fields can be mandatory in the selected CRM module. If you get the below error message, then please map all the three fields present in Zoho CRM.

If you get the below error message, map all three fields.

Note that default fields (name, email, phone number) can be mapped to any module. Eventtype-specific fields (custom fields) can be mapped to the Meetings module. Refer to the field type below for mapping

Bookings field type	CRM field type
SingleLine, MultiLine	Single line, Multi-line
Email	Email
Dropdown	Picklist
Date	Date
Checkbox	Multi-select
Radio button	Single line or Multi-line

6. More configurations

• CRM calendar integration
• Booking page selection for extension
• How can users connect to CRM?
  

6.1 CRM calendar integration

• Toggle the button beside Add my Bookings event to my CRM calendar to add the Bookings event to your CRM calendar.
• Toggle the button beside Block my conflicting CRM in my Bookings Calendar events to block your conflicting CRM events.
  
  

6.2  Bookings page selection for extension

6.3 How can users connect to CRM?

Once an admin set up the integration, users can connect their CRM account to Bookings. To enable a user to connect to the Zoho CRM in Zoho Bookings, the following two conditions must be met:

• Zoho CRM Integration: The super admin or admin must first integrate the Zoho CRM with Zoho Bookings.
• User added to Zoho CRM: The user must be added to the Zoho CRM organization.

Steps to connect with CRM :

1. Click the Admin Center icon  in the top-right corner of the Bookings menu bar. Click Integrations on the left sidebar. 
2. Click Zoho CRM under CRM & Sales.
3. Click Connect. You will be redirected to the page where you can view the Calendar Connections.
   

7. What to expect after integration 

7.1 Customer and appointments sync

CRM contacts can be accessed in Bookings while users add an appointment in Bookings In-app.

7.2 Events sync

Events in CRM will sync to Bookings, which blocks the respective time slot. Appointments can be added as events in the CRM, if required. 

7.3 Integration flow

Once the integration is enabled, you can view Booking's customers being added to your CRM.

Customer details are added in the custom module, which was chosen while configuring.

 

Appointment details are added in the Meetings module. The custom fields (in this example, Age and Number of family members) are also added in the Meetings module.

8. Disable integration

To disable the Zoho CRM integration, click the options icon  in the Zoho CRM card and click Disable.

• Once the integration is disabled, the customer list only shows Zoho Bookings customers, and the Zoho CRM customers do not appear.
• The Zoho Bookings customers synced with Zoho CRM until the time the integration remained enabled are retained. 
• When appointments are booked for new customers in Zoho Bookings after Zoho CRM contact integration is disabled, they will no longer be synced to Zoho CRM.

9. Points to note

• You can also use custom function to integrate with Zoho CRM and other third-party services. Custom functions help you perform custom actions during various Zoho Bookings events. 
  
• To book appointments from Zoho CRM, you have to install the Zoho Bookings for Zoho CRM plugin in your CRM. 
• Only the admin who integrated the connection can reauthorize the CRM connection if the connection is revoked. 
• By default, when CRM integration is enabled, CRM events will be blocked in the Zoho Bookings calendar to prevent conflicts with existing bookings.
  

10. Related links

• Zoho Bookings for Zoho CRM Extension