Following are instructions to create meeting s in your iOS device as well as Zoho CRM Calendar and view how they synchronize with each other.
To create an meeting on your iPhone
To view the meeting synchronized in Zoho CRM
The meetings that you have created on the iPhone will be synchronized with Zoho CRM instantly.
Also, Zoho CRM recognizes leads/contacts from the meeting invitees and automatically associates them to the meeting synchronized in Zoho CRM as participants.
If the invitee is not part of the CRM database, then just the email address of the invitee is displayed in the Participants section.
As soon as the CalDAV configuration has been enabled, all existing meeting records that denote future meetings are pushed from Zoho CRM to the iOS Calendar. During this initial synchronization, the maximum number of records (meetings for which the Start Date falls within the previous month from the date of CalDAV configuration) that are pushed to the iOS Calendar is 2000. After this initial synchronization, any number of meetings can be created or synchronized between Zoho CRM and your iOS Calendar. Also, note that the meetings under the “My Meetings” list view are only synchronized. In other words, meetings for which you are record owner are only pushed to the iOS Calendar.
To create an meeting in the Zoho CRM Calendar
To view the meeting synchronized on the iPhone
Meeting reminder pop-ups are displayed according to the meeting settings on iPhone and Zoho CRM. You can create up to 20 reminders for one meeting. Following are screenshots of the meeting reminders in Zoho CRM and a couple of iOS devices.
Meeting reminder in Zoho CRM
Meeting reminder on the iPhone
You can also set the synchronization schedule for events that are pushed from Zoho CRM to the iOS Calendar. For example, on selecting “Once every 15 minutes”, meetings will be fetched from Zoho CRM and pushed to the iPhone once every 15 minutes.
To configure the synchronization schedule
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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.
Write to us: firstname.lastname@example.org
Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.
Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.
Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.
Make the most of Zoho CRM with these useful tips.