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 stored in CRM through this integration, such as appointment history and preferences, can give a comprehensive understanding about the customer, which can be used to deliver an exceptional customer experience. This, in turn, can improve your business's efficiency and help convert more leads into customers.

 Highlights of this integration 

• Pushes bookings customer details to CRM (any module)

• Adds appointment details to Meetings module in CRM

• Ability to choose CRM customers in Bookings while adding appointments
  

• Connect with Zoho CRM Calendar and sync appointments to it.
  

Step 2: Configure the integration 

1. Configure your CRM calendar
   
2. Configure Field Mapping
           i. Bookings default fields mapping
           ii. Custom field mapping
3. Booking page selection for plugin (only needed if using a plugin)

Step 2a: Configure your CRM Calendar

Configure your CRM Calendar if calendar sync is needed. Otherwise, skip this step.

Click the three-dotted icon and click Configure. This redirects to Calendar integration page. Here, you can:

• Choose a CRM calendar to check the availability when an appointment is booked under the Check Conflicts with section.

• Choose a CRM calendar under the Add Bookings to section to add your appointments. 

Step 2b: Configure Field Mapping

When a customer books an appointment, they provide information such as name, email, phone number, and other details. These details can be pushed to your CRM. In this section, you can map those Booking fields to Zoho CRM fields.

Please note that default fields (name, email, phone number) can be mapped to any module. Service-specific fields (custom fields) can be mapped to the Meetings module.

Bookings default fields mapping

You can map the default fields in Bookings (name, email and phone number) to any CRM Module. To map default fields:

A note on the Name field mapping

             You have the option to map the name field in CRM either as a single name or split it into first name and last name.

                        -- If you want to push the name as a single entity, choose the "Name" radio button displayed in the image above.

                        -- If you prefer to push the name as first name and last name, select the "First Name, Last Name" radio button shown in the image below.

            Afterwards, choose the corresponding CRM field name from the dropdown menu.

           

            If you get the below error message, then please map all the three fields.

Custom field mapping

In Bookings, you might have added custom fields to certain services. Those custom fields can be mapped to the Meetings module in Zoho CRM. Before mapping, please create corresponding fields in Meetings module.

This setup is needed if Zoho Bookings plugin is used in Zoho CRM. Choose which booking page is to be opened when New Appointment is clicked in Zoho CRM. You can choose any workspace, service, or staff booking page here. Read more about plugin here.

How does this integration work?