This page is applicable for Bookings 2.0 version only. To view the equivalent Bookings 1.0 version, please check this page. Bookings 2.0 is available only for new users signed up after 08-Feb-2025. It will be available for all users shortly.  

1. In a nutshell

The Zoho Bookings for Zoho CRM plugin enables easy scheduling of appointments with your Contacts and Leads synced directly from Zoho CRM. This plugin streamlines appointment management and enhances productivity by connecting your CRM data with Zoho Bookings.

2. Feature availability

• Available only in premium plans.
• Roles

• Super admins and admins can install and configure the Zoho CRM plugin
• Workspace admins, managers, and staff cannot install or configure the plugin, but can connect their respective calendar with Zoho CRM once the admin configures the plugin

3. Overview

3.1 Key benefits of this integration

• Keep your schedule organized with automatic synchronization of bookings to your Zoho CRM Calendar.
  
• Share your booking page link with Contacts and Leads via email for easy appointment scheduling.
• New Zoho Bookings customers are automatically added to any selected module in Zoho CRM.
• Access all Zoho Bookings appointments under the Meetings module in Zoho CRM.
• Push custom booking fields to the Meetings module for better tracking and insights.
  

Note: The plugin can only be used for one CRM org from the new update. For existing plugin users who have set up multiple org, the sync will continue for all the orgs. However, the latest settings can only be made for one org.

4. Setup the Zoho Bookings plugin

4.1 Steps to install the Zoho Bookings plugin

1. Access the plugin here.
   
2. Click Install
   Note: Only the super admin and admin of the Zoho Bookings account can install the plugin.
3. Agree to the terms and conditions in the dialog box by ticking the box beside it.
4. Authorize the plugin to access your Zoho CRM account by clicking Continue to Install.
5. Choose whose accounts you want to add the plugin to.
   
   
   
   

• Admins only: Only users with Admin roles in Zoho CRM will have access.
• All users: All Zoho CRM users will have access.
• Choose profiles: Select specific profiles whose users will have access.
  
  

6. Click Confirm to proceed. 
   The plugin will be installed automatically. In the confirmation box, click Authorize to connect Zoho Bookings with Zoho CRM.
   
   
   
   
   
   
   Note: Clicking Authorize will trigger a pop-up browser window, prompting you to allow access to Zoho Bookings. Please make sure that your browser settings aren't blocking pop-ups.

7. Click Accept to grant Zoho Bookings access to your Zoho CRM account.
   

Note: Users who have already installed the plugin should do the below to get the latest changes
1. Update the plugin.

2. Revoke the access and reauthorize it

4.2 Steps to configure the Zoho Bookings plugin

Go to the extension page in Zoho CRM and select Configure to perform further setup by choosing the Settings button on the same page.

Bookings field mapping to sync customer details

1. Click the Field Mapping button beside the customer to sync the customer details.
   
   
   
2. Choose the CRM module from the dropdown option to push the Booking field values and add a new Zoho Bookings customer in the CRM.
   
    
3. 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.
   

   

4. 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:

• Choose how to map the name field in CRM: either as a single name or separated into first and last names.

• To push the name as a single entity, select the Name radio button shown above.
• To split the name into first and last names, select the First Name, Last Name radio button displayed below.
  
  

• Then, select the appropriate CRM field name from the drop-down menu.
  

Bookings field mapping to sync appointment details

Info: Before mapping, please 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. 

1. Click the Field Mapping button beside the appointments to sync the appointment details to the meetings module.
   
   
2. Select the field in the Meetings module from the right dropdown so that the custom fields added for the selected service will be listed. 
3. Click Save.
   
   
   

Note: Event types can be switched, and their custom fields can be mapped. However, previous event type mappings will remain intact.

1. Choose which booking page should open when New Appointment is clicked in Zoho CRM. 
2. Select any workspace, event type, or user booking page from the drop-down button beneath to open the desired booking page.
   
   
   
   The integration is all set. 
   

A tip to resolve error 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. Also note that only three fields can be mandatory in the selected CRM module. If you get the below error message, map all the three fields present in Zoho CRM.




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

Please note that the default fields (name, email, phone number) can be mapped to any module. Event type-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

5. More configurations

• CRM calendar integration
• How can users connect to CRM?
  
  

5.1 CRM calendar integration

You can configure the CRM calendar to add appointments to it and check for conflicts between CRM events and your Booking calendar.

• 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.
  
  
  
  

5.2 How can users connect to CRM?

• 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  on the top right side of the Bookings menu bar. Then, 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.
   
   

6.Reauthorize

6.1 When to reauthorize the Zoho Bookings plugin

• A new admin or super admin taking over will need to reestablish the connection.
  
• Errors or connectivity issues between Zoho Bookings and Zoho CRM may need reauthorization.
• Reauthorization is required to apply the latest changes in the plugin.
• Switching Zoho accounts or updating organization details may require the plugin to be reauthorized.
  
  

Note: Reauthorization can only be performed by an admin or super admin who initially authorized the connection.

To reauthorise:

Go to the extension page in Zoho CRM and select Configure.

1. Select Revoke in the Integrations section. 
   
   
2. After revoking access, select Authorize in the same section.
   
   

After authorizing, continue setting up to ensure all configurations, field mappings, and Bookings page selection are intact for seamless integration.

7.What can you do with this extension?   

7.1 Scheduling bookings from Zoho CRM

1. Open the details page of the Contacts or Leads you want to schedule a booking with.
   
2. Click New Appointment in the top panel.
   
   
3. Select booking details like event type, date, and time in the pop-up window. The customer details will be prefilled.
   
   
   
   
4. Click Proceed As Guest
   to schedule the booking. You'll instantly receive an in-product notification in Zoho CRM confirming the booking.
   
   

   Note: The appointment can be rescheduled or cancelled from the appointment summary or the booking summary page.

7.2 Sending booking page URL to a Customer or Lead

1. Open the details page of the Contact or Lead you want to email the booking page link to.
2. Click the dropdown menu next to New Appointment in the top panel.
3. Click Email Booking URL. An email with booking links will be sent automatically to the customer or lead.
   
   
   
   

8. More Funtionalities

8.1 How to customize the content of your email

1. Click the Send Email button in Zoho CRM. This is a default option in your CRM account, and isn't affected by the plugin's installation. A new window will open with a blank message. 
   
   
2. Click the Choose Template option.
   
   
3. Select the required Zoho Bookings Template.
   
   
4. A default message will appear with a link to your booking page. Customize the message as you wish.
   
   
   
   

8.2 Accessing settings and editing preferences for your plugin

1. Click Settings in your Zoho CRM account.
2. Click All under Marketplace.
3. Click the Installed tab. You'll see all the plugins you've installed in your CRM account.
4. Click the Settings link of the Zoho Bookings for Zoho CRM plugin.
   
   

8.3 Use Custom Functions

You can also use custom functions to integrate with Zoho CRM and other services. Custom functions help you perform custom actions during the various events in Zoho Bookings.

9. Related links

• Integrate Zoho Bookings with Zoho CRM