With the Zoho Bookings plugin, you can
Enable/Disable your CRM calendar
Configure Field Mapping
Bookings default fields mapping
Custom field mapping
Booking page selection for plugin
When a customer books an appointment, they provide information such as their name, email, phone number, and other details. These details can be pushed to your CRM. In this section, you can map those Booking fields to Zoho CRM fields.
Please note that default fields (name, email, phone number) can be mapped to any module. Service-specific fields (custom fields) can only be mapped to the Meetings module.
Bookings field type
CRM field type
Single line, Multi-line
Single line or Multi-line
You can map the default fields in Bookings (name, email and phone number) to any CRM Module. To map default fields:
A note on the Name field mapping
You have the option to map the name field in CRM either as a single name or split it into first name and last name.
If you want to push the name as a single entity, choose the "Name" radio button displayed in the image above.
If you prefer to push the name as first name and last name, select the "First Name, Last Name" radio button shown in the image below.
Afterwards, choose the corresponding CRM field name from the dropdown menu.
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.
In Bookings, you may have added custom fields to certain services. Those custom fields can be mapped to the Meetings module in Zoho CRM. Before mapping, please create corresponding fields in Meetings module.
Once configured, you can start scheduling bookings from within your Zoho CRM account.
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