Bidirectional sync between Zoho Bookings and Zoho CRM - Part 1

Bidirectional sync between Zoho Bookings and Zoho CRM - Part 1

Hey, community members!

The default integration between Zoho CRM and Zoho Bookings is unidirectional, which means that any appointments booked, rescheduled, or deleted in Zoho Bookings will be reflected in Zoho CRM. However, any modifications made to events in Zoho CRM that originated from Zoho Bookings will not be reflected back in Zoho Bookings. Hence, as we're announcing in this community post, we've made the sync bidirectional.

This community post will cover the process of configuring appointment bookings from Zoho CRM in Zoho Bookings, as well as managing appointment statuses such as Canceled, No Show and Completed. We have addressed the rescheduling action in a separate post. To view it, please click on the following link: Reschedule Action

This community post will be beneficial for active Zoho CRM users who handle all their meetings within Zoho CRM. Additionally, you can use this community post as a reference to explore various automation possibilities tailored to your business requirements. For instance, with this post's guidance, when you update a booking's status field to "Completed" in Zoho CRM, it will automatically sync with Zoho Bookings and trigger an automated "Mark as completed" email to customers. This enhancement will improve your Zoho Bookings and Zoho CRM synchronization experience, making appointment management easier.

Prerequisites of bidirectional sync: 
  • Zoho Bookings Premium subscription
  • Zoho CRM paid subscription
  • Enable Zoho CRM integration within Zoho Bookings
The purpose of enabling the Zoho CRM integration within Zoho Bookings is to transfer booking details from Zoho Bookings to Zoho CRM. In this configuration, the mandatory field is the Booking ID, which is passed from Zoho Bookings to Zoho CRM through the integration. Whenever an appointment is booked, customer details will be sent to the designated CRM module, and a corresponding record will be created in the Meetings module within Zoho CRM, which will help in automating the workflow.

Here's the complete demo video that covers all the configurations discussed in the community post below:

Timestamps for your reference: 

0:35 - Purpose of this community post
1:26 - Zoho CRM plugin installation
4:43 - Custom field creation
7:20 - Function creation
9:22 - Connection creation
10:24 - Configuring arguments 
11:06 - Workflow creation
13:33 - Argument mapping
14:41 - Output verification
17:41 - Conclusion



How we're approaching this bidirectional sync

1. Booking an appointment from Zoho CRM

Install the Zoho Bookings for Zoho CRM plugin within your Zoho CRM application. This plugin enables the creation of a "New Appointment" button within the Zoho CRM Leads and Contacts module, which enables you to select the desired booking page you wish to open. You can choose from various workspace, service, or staff booking pages. After configuration, you can initiate the process of scheduling bookings directly from within your Zoho CRM account. 
2. Booking status: Completed or No Show

To update a booking's status (Completed or No Show), we've added a new picklist properties field named "Booking Status" in the Meetings module and configured it with two options: "completed" and "no show". Depending on the booking status chosen, the corresponding booking in Zoho Bookings will be updated.
  • Details on how to add a custom field to the Meetings module : Customizing modules

  • Here's a video that demonstrates how to add a field to a module in Zoho CRM: Adding fields
Reference:




3. Booking status: Canceled 

Whenever a meeting is deleted from the Meetings module, the corresponding booking in the Zoho Bookings app will also be canceled automatically. The meeting can be deleted either from the Meetings module or directly from the calendar.





To enable bidirectional sync between Zoho CRM and Zoho Bookings

Complete these steps in Zoho CRM.

Step 1: Creating connections

You first need to establish a connection between Zoho CRM and Zoho Bookings. Zoho Bookings is listed as one of the default connections in Zoho CRM, making it simple to set up. Select the Zoho Bookings connection, define the connection name and scope, and you'll be all set. This connection will enable you to link both applications and facilitate the seamless transfer of data. 
Read here for more details on how to create connection in Zoho CRM: Connections

Step 2: Creating functions

In this context, we'll be creating three functions: one for marking appointments as completed, another for canceling appointments, a third for marking appointments as no shows, and a fourth for rescheduling appointments. For each function, we must also configure arguments, which pass values or data into a function when making a call. Here, we'll pass the booking ID to the function as an argument to update the necessary booking status.

i. To create a function for marking appointments as completed:
 
     1. Go to Setup > Developer Space > Functions.
     2. In the Functions page, click + Create New Function.

     3. Configure the function name, display name, and description.
     4. Set the category as automation.

More details:  Functions

This opens the Deluge script page.

     5. Next, configure the function's arguments:
          A. Click on Edit Arguments on the Deluge script page.

          B. Set the Parameter Name as bookingID. (Please note that the "bookingID" value is case sensitive and must match 
               the term used in the code).
          C. Set the type as string.

Reference:


Please configure the below code in the Deluge script page. 

Code link: Completed



By completing these steps, we've configured a function that will mark appointments as completed.

ii. To create a function for marking appointments as no shows

      1. Go to Setup > Developer Space > Functions.
      2. In the Functions page, click + Create New Function.

      3. Configure the function name, display name, and description.
      4. Set the category as automation.

More details:  Functions

This opens the Deluge script page.

      5. Next, configure the function's arguments:
           A. Click on Edit Arguments on the Deluge script page.

           B. Set the Parameter Name as bookingID. (Please note that the "bookingID" value is case sensitive and must match
                the term used in the code).
           C. Set the type as string. 

Reference:


Please configure the below code on the Deluge script page.

Code link: No show



By completing these steps, we've configured a function that marks appointments as no shows.

iii. To create a function for marking appointments as canceled

      1. Go to Setup > Developer Space > Functions.
      2. In the Functions page, click + Create New Function.

      3. Configure the function name, display name, and description.
      4. Set the category as automation.

More details:  Functions

This opens the Deluge script page.

      5. Next, configure the function's arguments:
            A. Click on Edit Arguments on the Deluge script page.

            B. Set the Parameter Name as bookingID. (Please note that the "bookingID" value is case sensitive and must match
                 the term used in the code).
            C. Set the type as string. 

Reference



Please configure the below code on the Deluge script page.

Code link: Cancel appointment 



By completing these steps, we've configured a function that marks appointments as canceled.

Code explanation

Below is an explanation of the code that covers all the configurations present in the three functions mentioned above (cancel, mark as completed, and mark as no show).

Line 1: Based on the Zoho Bookings account's data center, we're setting up the API endpoint URL configuration. 
Lines 2 - 4: To update appointments, we utilize the Zoho Bookings API. Within the update appointment API, there are two mandatory fields that need to be included: BookingID and action (completed/cancel/noshow). 

Lines 5 - 10: We use the invokeURL task for API calls. To learn more about the invokeURL task, please refer to the following document: InvokeURL task for API calls

Now, let's proceed and learn about the process of creating a workflow and linking the established functions to it. This will enable us to automate the entire appointment status updating process.


Step 3: Creating a workflow

Workflow rules are sets of actions (email notifications, tasks and field updates) that are executed when specified conditions are met. Here, we'll generate workflow rules for each action to activate the respective function, thereby automating the appointment status updating process.

More details: Workflow overview

i. Creating a workflow for "canceling" appointments in Zoho Bookings when a meeting is deleted in Zoho CRM

Part 1: Creating the rule

      1. Go to Setup > Automation > Workflow Rules.
      2. In the Workflow Rules page, click Create Rule.

      3. Select "Meetings" under Module and configure rule name and description as required.

More details: Create Rule

Reference: 


Part 2: Specifying the rule trigger

More details: Specify rule triggers

      1. Select Record Action > Delete > Done to execute the rule when meetings are deleted.

      2. Configure condition > All Meetings.

      3. Instant Actions > Function.

      4. Click the New Function button.


      5. In the Configure custom function page, select the "cancel" function you created from among the functions users in your organization have created.


Part 3: Argument mapping

      1. Press # to choose an argument value.

      2. Select Meetings under Module and BookingId in the field.

      3. Click the Save and Associate button.

Reference:


Below is the final flow of the cancel booking workflow:


At the end of Part 3, we will have created a workflow that will be executed automatically when meetings are deleted in Zoho CRM. Simultaneously, the bookings associated with the meeting will also be canceled in Zoho Booking.

ii. Creating workflow for updating an appointment's status as "no show" in Zoho Bookings when the meeting's booking status is marked as no show in Zoho CRM

Part 4: Creating the rule

      1. Go to Setup > Automation > Workflow Rules.
      2. In the Workflow Rules page, click Create Rule.

      3. Select Meetings under Module and configure the rule name and description as required.

More details: Create Rule

Reference:

 
Part 5: Specifying the rule trigger

If you encounter difficulties while navigating through the steps mentioned below, please refer to Part 2 above, where we have provided step-by-step screenshots for clarification.

      1. Record Action > Edit. 

      2. Enable the Specific field(s) gets modified and configure it per the screenshot below.
          a. This is to ensure that the workflow is executed only when the booking status under the meeting module is
              updated to "No Show".

      3. Configure condition > All Meetings.
      4. Instant Actions > Function > New Function.
      5. In the Configure custom function page, select the "no show" function you created from among the functions
          users in your organization have created.

Part 6: Argument mapping:

If you encounter difficulties while navigating through the steps mentioned below, please refer to Part 3 above, where we have provided step-by-step screenshots for clarification.

      1. Press # to choose an argument value.
      2. Select Meetings under Module and configure the field as "BookingId".
      3. Click Save and Associate button.

Reference:


Below is the final flow of the "No Show" booking status workflow:


At the end of part 6, we will have created a workflow that automatically executes when the booking status field within the Zoho CRM Meetings module is updated to "No Show." This action will result in the associated bookings for that meeting also being marked as "No Show" in Zoho Bookings.

iii. Creating workflow for updating appointment status as "Completed" in Zoho Bookings when the booking status field of the meeting is marked as completed in Zoho CRM.

Part 7: Creating the rule

      1. Go to Setup > Automation > Workflow Rules.
      2. In the Workflow Rules page, click Create Rule.

      3. Select Meetings under Module and configure rule name and description as required.

Reference:



Part 8: Specifying the rule trigger

If you encounter difficulties while navigating through the steps mentioned below, please refer to Part 2 above, where we have provided step-by-step screenshots for clarification.

      1. Record Action > Edit.

      2. Enable the Specific field(s) gets modified setting and configure it per the screenshot below.
            a. This serves to ensure that the workflow is executed only when the booking status under the Meetings module is
                updated to "Completed".

      3. Configure condition > All Meetings.
      4. Instant Actions > Function > New Function.
      5. In the Configure custom function page, select the "completed" function you created from among the functions users
          in your organization have created.

Part 9: Argument mapping:

If you encounter difficulties while navigating through the steps mentioned below, please refer to Part 3 above, where we have provided step-by-step screenshots for clarification.

      1. Press # to choose an argument value.
      2. Select Meetings under Module and configure the field as "BookingId".
      3. Click Save and Associate button.

Reference:


Below is the final flow of the "Completed" booking status workflow:


At the end of part 9, we will have created a workflow that is automatically executed when the booking status field within the Zoho CRM Meetings module is updated to "Completed." As a result, the associated bookings for that meeting will also be marked as "Completed" in Zoho Bookings.

Conclusion

We've reached the end of this community post. With the integration mentioned above in place, you'll be able to book, cancel, and update the status of appointments in Zoho Bookings directly from your Zoho CRM application. This will help you effectively manage your appointments in one place. As mentioned above, we've covered the rescheduling action in a separate post, which you can access by clicking on the following link: Reschedule Action

Furthermore, we've outlined a method for automating appointment statuses in detail. You can use this document as a reference to explore the various possibilities that suit your needs.
 
If you have any questions or need assistance with your configuration, please email us at hello@zohobookings.com or support@zohobookings.com.


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • CRM project association via deluge

                                    I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associate

                                  • Issue with Zoho Creator Form Full-Screen View in CRM Related List Integration

                                    Hi Team, We have created a custom application in Zoho Creator and integrated it into Zoho CRM as a related list under the Vendor module, which we have renamed as Consignors. Within the Creator application, there is a form named “Pickup Request.” Inside

                                  • Wrapping up 2025 on a high note: CRM Release Highlights of the year

                                    Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you

                                  • Directly Edit, Filter, and Sort Subforms on the Details Page

                                    Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

                                  • Customer Parent Account or Sub-Customer Account

                                    Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

                                  • Drop Down Value

                                    Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.

                                  • Projects custom colors replaced by default orange

                                    Since yesterday, projects uploaded to Zoho, to which I had assigned a custom color, have lost the customization and reverted to the default color (orange). Has anyone else had the same problem? If so, how did you resolve it?

                                  • How to manage task lists in Zoho Desk?

                                    Hello, I use Zoho Desk for IT customer support. I have a list of standard operating procedures (SOPs), including SOPs for onboarding new users, offboarding users, losing a device, etc. These are lists of tasks to be performed depending on the situation.

                                  • Creating a Chart from a Report

                                    In Zoho Analytics, is it possible to create a chart from a Pivot View report? We are looking to use Zoho Analytics to replace Excel for Sales reports and would like to be able to show both the table and the chart together.

                                  • Restrict Users access to login into CRM?

                                    I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to

                                  • Holidays - Cannot Enter Two Holidays on Same Day

                                    I have a fairly common setup, where part-time employees receive 1/2 day's pay on a holiday and full-time employees receive a full day's pay. Historically, I've been able to accommodate this by entering two separate holidays, one that covers full-time

                                  • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

                                    Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

                                  • Unknown table or alias 'A1'

                                    I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement:  SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers), 

                                  • in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null i want to show as blank

                                    in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null ,i want to show as blank instead of showing null. input.Billing_Address.address_line_1 = ifNUll(input.Customers_Name.Address.address_line_1,"");

                                  • Question about upgrade and storage space Zoho Notebook

                                    After upgarding my Zoho Notebook plan, I am running into the following issue. I just upgraded from a free Zoho Notebook subscription to Pro Lite after I got a notification in my Window Zoho Notebook desktop app saying that I had run out of space. However,

                                  • how to add email to existing organization i w

                                    I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?

                                  • add zoho account

                                    How to add a zoho mail to previous zoho account? I have two

                                  • Name changed in settings for mailbox but still not changed when typed in To field

                                    In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If I

                                  • Printing to a brother label maker

                                    I see allot of really old unanswered posts asking how to print to a label maker from a zoho creator app. Has their been any progress on providing the capability to create a customized height & width page or print template or whatever to print labels?

                                  • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

                                    Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

                                  • Track online, in-office, and client location meetings separately with the new meeting venue option

                                    Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at the

                                  • Calling the new 'Custom API' feature from within a Custom Widget

                                    From what I've learned it is not possible to call an endpoint from the new "Custom API" feature within a Creator Widget. The SDK's doesn't support it yet, when calling it natively you end up with CORS issues or at least I couldn't get it working even

                                  • Announcing new features in Trident for Mac (1.32.0)

                                    Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to reinforce email security and protect your inbox from evolving threats. Let’s take a quick look at what’s new. Deliver quarantined emails. Organization admins

                                  • Zoho LandingPage is integrated with Zoho One!

                                    Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,

                                  • Marketing Tip #5: Improve store speed with optimized images

                                    Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.

                                  • PDF Attachment Option for Service Reports

                                    Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments

                                  • ZOHO Work Drive Back Up

                                    I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?

                                  • Zoho Browser??

                                    hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep  

                                  • SMS to customers from within Bigin

                                    Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receive

                                  • No OR Filter for Views with a Related Modules Criteria

                                    We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between

                                  • Admins cannot see each others' Scheduled Reports?!

                                    Very frustrating that as an admin I cannot see what my reports my fellow admins have created and scheduled.  After asking about this on the help chat, I was told the issue is trust and security.  By giving someone Admin status, it means we trust them with those responsibilities. Please change this, it is not a good process to have to bother other users to change a report or change users within a report.

                                  • Automatically CC an address using Zoho CRM Email Templates

                                    Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our

                                  • Writer update results in BitDefender blocking it as malware

                                    After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.

                                  • Is there a way to invoke deluge function from within a widget?

                                    Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?

                                  • Missing Import Options

                                    Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize

                                  • Zoho CRM Portal Field Level Permission Issue

                                    Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for

                                  • Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

                                    I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks

                                  • Zoho Tables is now live in Australia & New Zealand!

                                    Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables

                                  • Custom Fonts in Zoho CRM Template Builder

                                    Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

                                  • Introducing the Zoho Projects Learning Space

                                    Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

                                  • Next Page