Associate Zoho Calendar events with other Zoho Apps

Associate Events with Zoho Apps

Events that are created on Zoho Calendar can be simultaneously added to other Zoho Apps namely Zoho CRM, Zoho Tasks and Zoho Notes. When you associate events with these apps, the event details will be added to the respective app and can be managed from the app itself.

Steps to Associate an event with Zoho Apps

  1. Log in to Zoho Calendar.
  2. Create a new event or edit an existing event created by you.
  3. In the Create event/ Edit event tab check the check-boxes of the Zoho Apps listed under the Associate with Zoho Apps field.

  4. Provide or edit other details related to the event.
  5. Click Save.
  6. Choose any of the options in the Send event invitation pop-up and click Confirm.
The event details will be associated with the chosen Zoho App. An event invitation or event update mail will be sent to the attendees email addresses.

You can view the Associated Zoho Apps in the View event tab.

Note:
Events can be associated with Zoho apps only when added to the calendars under My Calendar section and not to group calendars and subscribed calendars.

Zoho CRM

When an event that is created on Zoho Calendar is associated with Zoho CRM, it is added as a Task on Zoho CRM. You can view the Tasks under the "Activities" tab in Zoho CRM. The date and time at which the event was added along with the owner of the task and the due date is added. You can set the priority of the task and mark the status in Zoho CRM. Deleting the event on Zoho Calendar will delete the CRM Task. You can also make changes to the event on Zoho Calendar and the changes will be reflected upon refreshing both Zoho Calendar and Zoho CRM.

Zoho Tasks

Associating an event that is created on Zoho Calendar with Zoho Tasks, helps you create a task in Zoho Mail Suite Tasks. You can login to Zoho Mail, navigate to Tasks from the left pane of the screen and view your event added as a Task. The Task name, calendar and who the task is assigned to is added. You can click on the task to make the necessary changes to it. When you delete the event on Zoho Calendar, the task will be deleted on Zoho Tasks. Changes made in the event on Zoho Calendar will be reflected on Zoho Tasks after refreshing both the apps.

Zoho Notes

Adding an event on Zoho Calendar and associating it with Zoho Notes creates a note on Zoho Mail Suite Notes. The note displays the date, location and the description that was added to the event. You can delete the note on Zoho Notes but the event will still remain on Zoho Calendar and you need to delete it separately. You can also edit the event on Zoho Calendar and the changes will be updated on Zoho Notes after refreshing.

    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 CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              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 CRM Training

                Zoho SalesIQ Resources



                    Zoho TeamInbox Resources




                              Zoho DataPrep Resources

                                Zoho DataPrep Demo

                                Get a personalized demo or POC

                                REGISTER NOW


                                  Design. Discuss. Deliver.

                                  Create visually engaging stories with Zoho Show.

                                  Get Started Now











                                                        • Related Articles

                                                        • Events in Zoho Calendar

                                                          Zoho Calendar helps you create and manage events across multiple calendars added to your account. If you are organizing meetings at your workplace or personal events like birthday parties, you can add them as an event to your calendar and invite ...
                                                        • Zoho CRM Sync

                                                          The Zoho CRM application is a business suite that helps tap the right customers and engage them, maximize sales, increase conversions and much more that is required to upscale a business. Zoho CRM consists of a set of in-built features that are ...
                                                        • For the events I create, can I associate with Zoho Tasks?

                                                          Yes, you can associate events with Zoho Tasks. With addition to Tasks, you can also associate your events with Zoho CRM, Notes and Meeting. To associate your event with Tasks, enable the Tasks icon under Associate option on the Create/Edit Event ...
                                                        • Create and Edit Events

                                                          You can create an event in Zoho Calendar using three methods. Any of the three methods can be chosen based on the details required to create an event. If the event creation requires more detailed description you can use the  New event  button to ...
                                                        • Why events created on Zoho Calendar do not sync with CRM Calendar?

                                                          Zoho CRM sync is a two-way sync feature supported by Zoho Calendar. When you attempt to sync both the calendars, you might find the Zoho Calendar events not synchronizing with your Zoho CRM Calendar. To synchronize an event from Zoho Calendar to CRM ...

                                                        Resources

                                                        Videos

                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                        eBooks

                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                        Webinars

                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                        CRM Tips

                                                        Make the most of Zoho CRM with these useful tips.



                                                          Zoho Show Resources