Zoho Bookings for Zoho CRM plugin
1. Update the plugin.
2. Revoke the access and reauthorize it.
With the Zoho Bookings plugin, you can
- Schedule appointments with your Contacts and Leads in your Zoho CRM
- Email your booking page link to Leads and Contacts
- Add new Zoho Bookings customers to any module in Zoho CRM
- Access all Zoho Bookings appointments under the Meetings module in Zoho CRM. Push custom fields of Bookings to Meetings module.
- All bookings will also be synced with your Zoho CRM Calendar
Please note that the plugin can only be used for one CRM org from the new update. For existing plugin users who have set up multiple org, the sync will continue for all the orgs. However, the latest settings can only be made for one org.Installing the Zoho Bookings plugin
- Access the plugin here.
- Click Install.
Note: Only the super admin of the Zoho Bookings business account can install the plugin. - In the dialog box, agree to the terms and conditions, then authorize the plugin to access your Zoho CRM account.
- Click Continue to Install.
- Choose whose accounts you want to add the plugin to.
- Admins only — All users who are under the Admin role in Zoho CRM will be able to access the plugin's functionality
- All users — All Zoho CRM users can access the plugin.
- Choose profiles — Select profiles under your Zoho CRM. All users who match that profile can access the plugin.
- Click Confirm.The plugin will be automatically installed. In the confirmation box, click Authorize to connect your Zoho Bookings account with your Zoho CRM account.Note: Clicking Authorize will trigger a pop-up browser window, prompting you to allow access to Zoho Bookings. Please make sure that your browser settings aren't blocking pop-ups.
- Click Accept to allow Zoho Bookings to access your Zoho CRM account.
Reauthorize
- Go the extension page in Zoho CRM and select Configure.
- Select Revoke in the Integrations section.
- After revoking access, select Authorize in the same section.
Configure the plugin
Enable/Disable your CRM calendar
Configure Field Mapping
Bookings default fields mapping
Custom field mapping
Booking page selection for plugin
Step 1: Enable/Disable your CRM Calendar
Step 2: Configure Field Mapping
When a customer books an appointment, they provide information such as their 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 only be mapped to the Meetings module.
Bookings field type | CRM field type |
SingleLine, MultiLine | Single line, Multi-line |
Dropdown | Picklist |
Date | Date |
Checkbox | Multi-select |
Radio button | Single line or Multi-line |
Step 2a: 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:
- Under Bookings default fields mapping section, choose the CRM module to which the customer details needs to be added. Custom modules can also be chosen here.
- Select the corresponding CRM field for the Bookings field.
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 you have not mapped a mandatory field that is present in the chosen CRM module. Please map it or remove the mandatory condition from your CRM. Note that only three fields can be mandatory in the selected CRM module.If you get the below error message, then please map all the three fields.
Step 2b: Custom field mapping
In Bookings, you may 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.
- To map custom fields: Under the Custom field mapping section, choose a service from the dropdown next to Select Service to map the custom fields.
- Custom fields added for the selected service will be listed. Select the field in the Meetings module from the right dropdown. Changes are auto-saved.
Step 3: Booking page selection for plugin
Choose which booking page is to be opened when New Appointment is clicked in Zoho CRM Leads or Contacts module. You can choose any workspace, service, or staff booking page here.
Once configured, you can start scheduling bookings from within your Zoho CRM account.
Scheduling bookings from Zoho CRM
- Open the details page of the Contacts or Leads you want to schedule a booking with.
- Click New Appointment in the top panel.
- Select booking details like service, date, and time in the pop-up window. The customer details will be prefilled.
- Click Confirm to schedule the booking.
- You'll instantly receive an in-product notification in Zoho CRM confirming the booking.
Note: The appointment can be rescheduled or canceled from the appointment summary or the booking summary page.Sending booking page URL to a Customer or Lead
- Open the details page of the Contact or Lead you want to email the booking page link to.
- Click the dropdown menu next to New Appointment in the top panel.
- Click Email Booking URL.
Note: All elements indicated in the screenshot in box braces will be pre-filled with details in your Bookings and CRM accounts.Workaround: How to customize the content of your email
- Click the Send Email button in Zoho CRM. This is a default option in your CRM account, and isn't affected by the plugin's installation.
- A new window will open with a blank message. Click the Choose Template option.
- Select Zoho Bookings Template.
- A default message will appear with a link to your booking page. Customize the message as you wish.
Accessing settings and editing preferences for your plugin
- Click Settings in your Zoho CRM account.
- Click All under Marketplace.
- Click the Installed tab. You'll see all plugins you've installed in your CRM account.
- Click the Settings link of the Zoho Bookings for Zoho CRM plugin.
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