Zapier Integration
The Flow
Setting up Zapier Integration
Zapier Basics
Connect Zapier
- Click Integration on the top right corner of menu panel, then click Others on the left side panel. Zapier integration is available under the Connections Available section.
- Hover over Zapier and click the card.
- The Overview tab opens up with details about the integration and its requirements. Click Connect Zapier.
Note:
1. You can also click Try out our predefined Zap templates and start connecting to apps instantly.
2. Zaps for Zoho Bookings can be executed on three triggers - Appointment Booked, Appointment Rescheduled & Appointment Canceled.
3. A zap can span across multiple apps (a multi-step zap). For instance, the "Appointment Booked" trigger can send a confirmation email through Gmail and add the Customer to Zoho CRM and so on. - The integrations page for Zoho Bookings on Zapier opens up. You can sign up or sign in to work with zaps.
- Once you are logged into Zapier, you can start creating zaps. Click Sign in to authorize your Zoho Bookings account (if you are not already signed in).
- Choose the domain or your Zoho Bookings account and click Yes, Continue.
- You will be directed to the Zoho Sign in page. Enter your username and click NEXT.
- Enter you password and click SIGN IN.
- Click Accept to allow the integration to access required data.
-
Your Zoho Bookings account is now configured.
Use predefined Zaps
- Select the Zap Templates tab and click Use this Zap against the required zap.
- You will be redirected to Zapier page where you will be asked to sign in to your app to try out the chosen zap (Google Meet in this case).
Note: You can start configuring the zap once you authorize your app. - You can also check out other apps available to integrate for Zoho Bookings by clicking "Create from scratch" available at the bottom of the page.
Plans supporting this feature
|
Applicable Plans |
| Basic |
| Premium |
Note: You can view all the pricing plans for Zoho Bookings here.Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
|
Quick Links |
Workflow Automation |
Data Collection |
|
|
||
|
Form Templates |
||
|
|
||
|
|
||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Zoom meetings integration via Zapier
Only Super Admins and Admins can create a zap to connect to Zoom. Zoho Bookings allows you to offer services online by integrating with Zoom via Zapier. Zoom is a famous collaboration tool that helps meet people online. Zoho Bookings has partnered ...Microsoft Teams Integration
What does this page cover? Learn how to integrate Microsoft Teams with Zoho Bookings to conduct virtual meetings. Availability This integration can be accessed by Zoho Bookings users of all plans. Super admin and admin can access this integration. ...Zoho CRM Integration
Super admin and admins can access this integration. Managers and staff cannot access this integration By integrating Zoho Bookings with Zoho CRM, your business can seamlessly centralize customer information in your CRM. The customer details that are ...Google Meet Integration
Super admins and admins can configure this integration. Managers and staff will not have access to this information. Google Meet is a video conferencing tool that enables users to have online meetings, share screens, and collaborate in real time. By ...Zoom Meetings Integration
Super admins and admins can configure, view and modify the Zoom Meetings integration. Managers & staff will not have access to this information. Zoho Bookings allows support, sales, and other customer-facing teams to offer online consultations ...