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
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.
- Guide on Zoho Bookings and Zoho CRM plugin installation: Booking page selection for Zoho CRM plugin
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.
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.
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.
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.
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.
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.
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:
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.
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".
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.
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.
New to Zoho Recruit?
Zoho Campaigns Resources
Topic Participants
Kaushik S
bruce
Ishwarya SG
PrismaNote Support
Sticky Posts
Good news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesConsumers are talking about your business. Are you listening?👂
A loyal customer might be praising your product in a forum. A frustrated user could be posting a harsh review on a public site. An excited partner may have left a comment on your campaign. A domain expert might be deconstructing your product. A prospectEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithElevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
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
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Recent Topics
Standard Payment Term is not pulled from account to quotation
Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get theOAuth integration issues
I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'Zoho Mail Android app update: Manage folders
Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POPShortcut to fill a range of cells
Good evening: I'm writing because I haven't been able to find a feature that allows you to select a range of cells, type in one of them, and then use a key combination to type in all of them. In Excel, the keyboard shortcut is Ctrl+Enter. I haven't foundvalidation rules doesn't work in Blueprint when it is validated using function?
I have tried to create a validation rule in the deal module. it works if I try to create a deal manually or if I try to update the empty field inside a deal. but when I try to update the field via the blueprint mandatory field, it seems the validationGet Zoho Mail API working (including DRE Connector, Oauth Token, ZUID, ZOID & ACCOUNT_ID)
Disclaimer: I’m not a professional coder! Do you need to use Zoho Mail API? Me too. It lets you do all sorts of things — like reading the complete header of an email, or forwarding an email with its attachments — which is what I wanted to do. But settingRevenue Deferrals
Does ZOHO books and subscriptions handle Revenue Deferrals?Can I make a website open inside Zoho whenever I log in?
Hi Zoho Team, Every day, I check a few websites for updates, for example, Rojgar--result, where I see the latest government job results and notifications. I was wondering if there’s any option in Zoho to make a website like that open inside Zoho wheneverZoho Analytics & SQL Server - Live connect
Below are the steps I did Created a fresh database and table in my own virtual server Created a new data source connection with live connect I was able to select the tables and created the data source successfully I am getting the error when I try toKaizen #214 - Workflow APIs - Part 2
Welcome back to another week of Kaizen! Last week, we discussed how Zylker Cloud Services used the Workflow APIs to discover and audit all the automations in their CRM, listing every workflow, checking triggers, and understanding their automation limits.Playback and Management Enhancements for Zoho Quartz Recordings
Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to recordImplementing a Self-Invoicing/Vendor Portal in Zoho Creator
Hello Zoho Community / Creator Experts, We would like to build a Self-Invoicing Portal (Vendor Portal) in Zoho Creator for our external contractors. Our goal is to allow approved contractors to log in, submit their invoice details (hours worked, projectZoho CRM Community Digest - September P1 | 2025
Hello Everyone! September's Here! Before we jump into product updates, and community highlights, here's a quick spotlight! Zoho has launched a Professional Sales Rep Certification course on Coursera, tailored for sales professionals to strengthen theirUpload my theme.
Hello. I would like to upload my own theme, this one: https://themeforest.net/item/panagea-travel-and-tours-listings-template/21957086 Is it compatible and where I upload it? If not I will hire a developer, what do I have to ask when I search for one?Explore the Redesigned Quotes Module in Zoho Billing
Dear users, We’re excited to introduce a refreshed look for the Quotes details page in Zoho Billing! This update brings you a more efficient user interface experience without changing your existing workflow. We've enhanced layouts with organized tabs,Product Updates in Zoho Workplace applications | September 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this September. Zoho Mail Attach email as EML file in Compose Effortlessly attach emails as EML file in Compose by simplyVehicle Tracking
we have GPS devices that installed on our vehicles, and we would like to know if it's possible to get vehicle live location data from the GPS device To Zoho Creator App. Thank You🤝 Rencontres, partage et inspiration au Zoho Community Meetup de novembre
Chers utilisateurs, Bonne nouvelle 🎉 : notre Meetup Zoho Community approche, et nous serions ravis de vous y voir ! 📍 Toulouse : le 25 novembre 📍 Lyon : le 27 novembre (🎯 Il ne reste que quelques places !) Que vous soyez débutant ou utilisateur avancé,Need Help Mapping GST Registration Number Field Between Zoho Books & Zoho CRM + Slow Sync Issues
am facing an issue with field mapping between Zoho Books and Zoho CRM. I want to map the GST Registration Number field from the Customer module in Zoho Books to a custom GST field inside the Accounts module in Zoho CRM. However, I am getting a warningNotification received when self-assigning tickets
When I assign tickets in Zoho Desk the relevant agent gets a notification email. When assigning myself a ticket in Zoho Desk, I get a notification email. Now, as I am the person who assigned the ticket to myself, getting a notification in this regardNouveauté dans Zoho Writer - Création de documents et de modèles assistée par l'IA
Zia, l’assistant IA de Zoho Writer, soutient les utilisateurs dans l’amélioration de leur écriture et la création de contenus : correction orthographique et grammaticale en temps réel, suggestions adaptées au contexte, détection du plagiat, révisionsSession Expired
I constantly get "Session Expired" and need to relogin or close and open the application again. This gets really frustrating during the day. Is this something that can be solved? This really makes me want to leave the app as it is no go to need to reopenIntegrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API
Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’sDisable Buttons for Users with Profiles without permission
Hey, I've noticed that users without permission of setting up things in the marketplace, can still see the icon: On a click, you see this: It would be way better, if they couldn't see this menu icon at all. (Aside from the fact that it completely misplacedLink to images
I have added images in pages. I would like to link those images with linked in URL so that they open in new window. There is an option of image -> link but I am not able to use the same to open URL in new window. Please check the attached image. Can youMapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually
Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be ableZoho Analytics - Make text clickable in underlying data
Hi Community, I have a simple sales report based on a Invoice query table. I have included a link on to each invoice on the table and sent the Invoice number URL to the link. This works find in the query table, but when I click underlying data on theCredit Management: #5 Advanced Refund Policy
You're subscribed to a well-known SaaS design tool. You've used it to manage your team's projects, create marketing visuals, brochures, and so on. But your needs change over time. Your company may switch to another tool or hire an in-house designer whoExported Slide Image Lacks Portion of the Background Image
This does not always happen, but when I export (or "download") the rendered image of a slide, it sometimes lacks a portion of the background image. I created a sample slide deck to demonstrate it and shared it with the admins. It is also publicly availableHow to create a Zoho Mail extension similar to Outlook's OnSend add-in?
Hi, I want to create a Zoho Mail extension similar to Outlook’s OnSend add-in. The extension should: Let the user select headers and footers from a taskpane while composing an email. When the user clicks Send, the extension should: Automatically insertEffective Inbox Organization: Folders vs Tags in Zoho Mail?
I'm exploring the best ways to organize a busy inbox, especially when managing multiple clients or project using Zoho Mail. I’d love to know what works best for others: 1. Do you prefer **folders** (possibly with sub-folders) for each client or project?Piss poor service in Support in Domains and email
Srijith Narayanan B contacted me today. Very pleasant fellow. Just didn't want to tell him how bad your support service is. You help the person, but you leave before we can finish the next stage. Which causes a lot of frustration. It's been 8 days nowZoho Mail android app update: Block & reject future emails, Report phishing, Spam alerts, Suspicious URL detection
Hello everyone! In the most recent Zoho Mail Android app update, we have brought in support for the following features: Block & reject future emails Report Phishing Spam alerts in the mail details screen. Suspicious URL detection. Block & reject futureZohomail does not support additional fields in mailto links
Hello, I set up Zohomail as default composer in Firefox according to manual here: https://www.zoho.com/mail/help/defaultcomposer.html#alink2 Later, I wanted to use this functionality to answer in a Linux mailing list thread using mailto link: mailto:xxxxx@kernel.org?In-Reply-To=%3C727o0521-q24p-s0qq-66n0-sn436rpqqr1p@example.com%3E&Cc=xxxxx%example.org&Subject=Re%3A%20%5BPATCH%20v2%28%29Emails not being received from a particular domain
Cannot receive any emails sent from atco.com Domain is in the spam whitelist so should be no reason for it not to be coming through. Have filed a ticket and besides a generic response of we are looking at it - it seems there is no actual support workersEmail address for forwarding is not saving and there's no confirmation ema
Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwardingThis domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and makeAuto CC - Moving Departments
We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then moveunable to send message reason 554 5.1.8 Email outgoing blocked
unable to send message reason 554 5.1.8 Email outgoing blockedMailk got blocked / Inquiry About Email Sending Limits and Upgrade Options
Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I receivedNext Page