Make scheduling appointments seamless with Zoho SalesIQ and Zoho Bookings integration

Make scheduling appointments seamless with Zoho SalesIQ and Zoho Bookings integration

You have streamlined your business’s engagement and customer communication by implementing versatile engagement software like Zoho SalesIQ. And now, you have your customer relationships, engagement, analytics, and more overseen from a single dashboard. But the one thing that is missing is the ability to make the appointment booking platform seamlessly flow along with the customer conversation.

You are currently using outdated apps to send calendar invites and exchange texts with visitors and operators to schedule appointments. Rescheduling, checking slot availability, and canceling appointments can be a tedious process.

As a solution, by integrating Zoho SalesIQ with Zoho Bookings, you can overcome all these limitations by scheduling appointments and sessions in a click while conversing with your customers.

Let’s look at a customer journey with and without Zoho Bookings integration.  

From the above journey, we can quickly identify how drastically Zoho Bookings integration has uplifted the customer journey.


 


What value does this bring to my business? 

  • Seamless Connectivity: Leverage the integration with Zoho Bookings to allow operators and bots to quickly access Zoho Bookings and share suitable appointments with visitors.

  • Contextual bookings: Interact with your customers and allow them to book appointments from the chat window during an ongoing conversation.

  • Improved resource utilization: The one-click integration with Zoho Bookings will help you save the resource that would have been spent in developing and integrating a third-party or custom appointment scheduling software.

  • Hassle-free rescheduling and cancellation: Save your operators’ and customers' time and make it an effortless process by allowing them to re-schedule and cancel appointments right from the chat window.

  • Fully automated bookings: Maximize your operators’ efficiency by implementing bots that can fully handle bookings for your business.

  • Linked customer journey: Create a smoother customer experience by providing an all-in-one solution from the SalesIQ chat window.

    

What can your visitors do with this integration:  

This integration provides a streamlined way of booking appointments or sessions while conversing with your operators without leaving the SalesIQ chat window, keeping the appointments in the loop with the conversation.

  • Visitors can view all the available slots dynamically and select them per their preference.

  • Visitors can reschedule or cancel the appointments anytime directly from the conversation without contacting the operator.

Here are some business scenarios where you can use Zoho SalesIQ + Bookings:

  • Dental clinics

  • Salons and Spas

  • Automotive repair shops

  • Physical therapy clinics

  • Fitness studios

  • Law firms

  • Real estate agencies

  • Photography studios

  • Tutoring centers

  • Home repair and maintenance services 

Benefits of integrating Zoho Bookings with Zoho SalesIQ:

  1. Your visitors can now book sessions directly from the SalesIQ chat window.

  2. Appointment/session slots will be updated dynamically as visitors book them.

  3. Booking confirmation over email.

Completely automating your appointment scheduling with chatbots:

One of the most significant benefits you can unlock with this integration is to use the Zoho Bookings in bots, especially in the codeless bot builder, to build chatbots that can automate scheduling appointments and sessions for your business. With these chatbots, your visitors can plan and reschedule appointments anytime without the need for operators.

To conclude, integrating Zoho Bookings with SalesIQ is a powerful solution for businesses looking to streamline their appointment scheduling process. With this integration, companies can provide an enhanced customer experience and improve efficiency. With customer information and appointment history stored in one place, businesses can personalize communication and support, further enhancing customer satisfaction. If you already use Zoho SalesIQ and Zoho Bookings, we recommend integrating them to take your customer experience to the next level.

Integrate Now

Regards,
Naveen


    • Recent Topics

    • Does Zoho Contracts support white-labeling?

      As the title says, do you provide us white-labeling solution?

    • Constantly getting error 429 "Too Many Requests" despite not sending many requests.

      I am currently working on developing an integration between our company's app and our zoho books setup using the api. When testing new functionality, I am very often having the calls fail with Error 429 'You have made too many requests continuously. Please

    • Not receiving emails

      I'm able to send emails, but I can't receive any. Please help

    • Capturing knowledge across many channels

      We actively use Cliq for client discussions, product management etc. Often there are great answers to questions or key announcements. We have no way to tag or capture them along the way. Pinning only gets us so far. For example, imagine a product channel

    • Zoho Campaigns Account Keeps Shutting Down

      Hey hey, I am completely at a loss here. For months we have been back and forth with Zoho Campaigns Support on Spam Trap hits. Each time they can never provide us with a full list of emails, only 1 here or there. So internally we have setup a integration

    • What’s New in 2025 (So Far)

      Hey Recruiters, We’ve wrapped up the first half of 2025 with a few focused enhancements in Zoho Recruit—all aimed at simplifying your day-to-day recruitment tasks. Here’s a quick video that walks you through what’s new so far this year: Here’s a brief

    • Multi-Department Approval for a Single Bill in Zoho Books

      Hello everyone, Hope you're all doing well. I’d like to ask if anyone has found a good workaround for the following scenario in Zoho Books: Let’s say a corporate credit card bill or vendor invoice covers multiple purchases across different projects or

    • Zoho Landing Page "Something went wrong" Error

      Hello, Every time I try to create a new landing page, I receive a "Something went wrong" error with no explanation. I cannot create any new pages, which means we cannot use this application. I did create one landing page successfully over a month ago,

    • Composite items are not seen in zoho commerce

      Composite items are not seen in zoho commerce. Are you scheduled to fix this error?

    • not able to access Zoho from home WIFI

      for some reasone i am not able to access Zoho on my laptop or my iphone while i am connected to my home Wifi, i am able to access these sites both on laptop as well as Iphone and associated apps on any other Wifi as well as when I am on my 4G connection

    • Zoho Books for Service Enterproses

      I would like to know how to use Zoho Books for services such as car rental, travel agency, and hotel services. I notice that Zoho Books is good for goods, but for services, it's very difficult to track the profit or loss on each invoice. I need to capture

    • Email Relay in Zoho Books

      I have set up the email relay in Zoho books and the SMTP test was successful. However, I can't figure out how to sent the POs and invoices via the relay so the copy of the message shows in google workspace sent mail. Any guidance is appreciated

    • E-invoicing/Facturacion Electronica in Peru, SUNAT authority

      Hi Zoho, you are promoting your product very actively in south america as well as in Peru, but since few years there is an obligation for e-invoicing, transmitting information directly to peruvian tax authority SUNAT. Do you have any solution for this?

    • Project Accounting

      Hello Zoho, Can we also bring project accounting in Zohobooks as a ne feature in upcoming developments? This will be helpful for specific business and industries. Thanks

    • Accounts Payable

      hi there  i am using the free version to trial the software. I am working on the acrual basis. When i received a vendor invoice, it gets keyed into the systems as an unpaid invoice as the payment to from the vendor is 14 days. the unpaid invoice does

    • Approval Processes "Record Modification"

      I didn't find any information about the "Record Modification" item in Zoho articles and Tutorials. I see that this item didn't exist a year ago. Help understand how it works, I tested it and didn't see any difference between "all fields" and "no fie

    • How do i add another purchase information heading?

      i would like to add another section right here to enter an amount which then link directly to the cost of goods sold account

    • Help with Zoho CRM API Integration in C# WinForms (Token Generation Issue)

      Hi everyone, I need your help with integrating the Zoho CRM API into a C# desktop application. My goal is to build a WinForms app in Visual Studio that does the following: Fetch the full list of client projects (module: Deals) and display them in a searchable

    • Can we share the URL of My zoho Sheets on other websites?

      Hello everyone? I have sheets on Zoho and I want to share them on other websites like daraz, homeshopping, gepco duplicate bills, etc. I don't have much knowledge about online sharing question forums? I am a student and have a short survey about online

    • Add Support to Upload Inventory Items with Categories or Enable Separate Upload for Inventory Categories

      Currently, Zoho Inventory does not support uploading new items along with their parent and sub inventory categories using the item import feature. This creates challenges for businesses with structured inventory hierarchies when trying to upload items

    • in zoho books while categorizing need to add new name in category by replacing expanses how to edit or make changes need assistance

    • Tip of the Week #62– Use @mentions to loop in teammates.

      Ever been stuck on a customer query because you needed input from someone else on your team? Maybe you were unsure about a refund policy or needed help answering a technical question. So you forward the message … and wait. Or worse, you forget to follow

    • Suggestions for Kiosk Functionality Improvements in Zoho People

      Hello Zoho Team, I’d like to share some feedback and suggestions regarding the Kiosk functionality in Zoho People, as there are two important points that affect user experience and compliance: Visual Confirmation of Check-In Status It would be extremely

    • Needs Separate Permissions levels for Record Attachments

      Currently in Zoho Books Record attachments are tied to the general permission level For example if a role don't have the delete permission level they cannot delete the attachment as well If a role doesn't have the edit permission they cannot upload the

    • Zoho Books integration with Google workspace

      How do I integrate Zoho books with Google Workspace? The steps outlined on the Zoho help sections do not correspond to the actual user interface in Google Workspace. Zoho books is installed on admin level for all users, all users can access it from the

    • Fields of Look up in Custom Modules

      We need to create a custom module in Books for Proforma Invoices Now I created a Custom Module and added a Table and in the table added a lookup field and chose Items Now I want Specific fields of the item such as Tax, Item Cost etc but it only displays

    • Share work items across projects and users

      Hello everyone, We're thrilled to introduce a new feature in Zoho Sprints: "Share work item" Collaboration across projects and users is now easier with the introduction of the Share work item feature. You can now share work items with users who are not

    • Payment Terms Changing Upon Invoicing

      Hello! Our standard payment terms for 95% of our customers are Net 30, and all of our customers that these terms apply to have that setting n their customer profile. However, over the last week or so, when an invoice is generated the majority of these

    • How do I get a refund for email seats?

      Hi, I've been using Zoho for awhile and have been paying for 2 seats. Recently, I created another 9 seats, but I also found out that Zoho does not support cold emails, so these 9 seats created for this purpose became useless. It's within 24 hours that

    • Work Orders / Bundle Requests

      Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of

    • Narrative 1 - The significance of a business account

      Behind the scenes of a successful ticketing system - BTS Series Narrative 1 - The significance of a business account Setting up a proper business account is a crucial step that is often overlooked when launching a ticketing system for your service company,

    • Changed hosting for domain, Zoho mail stopped working.

      I have changed hosting fro my domain and from that time my zoho email stopped working

    • we need to add a Customer Number field to the PDF document templates

      Hello everyone. We are currently using Zoho Inventory for our small business operations and have found it to be a valuable tool. However, we’ve encountered a specific requirement: we need to add a Customer Number field to the PDF document templates (such

    • Joining Two Reports

      Hello Guys, I have three modules: - Orders - Custom module - Clients - Contacts - Basic Pay I am using the order module to store the revenue share amount for each order which will be paid a sales rep The Orders are child or clients so I am pulling a report

    • Power of Automation :: Notify users Automatically when @Mentioned in Tasks Description

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

    • Recording a payment in foreign currency not allowed

      Hi, my base currency is CHF. I made an invoice in EUR, which have been paid with an extra amount (which are the fees I guess). When I record that payment from the invoice page, I can select the EUR bank account. But the amount received is above the invoice

    • Introducing WhatsApp integration and quick editing capabilities in Zoho Sign

      Hi there, Zoho Sign already helps users collect signatures via email and SMS, and we're happy to announce that you can now send documents and authenticate recipients right through WhatsApp. Some of the key benefits include: Communication with recipients

    • Order Wise Expense Tracking and Reporting Possible?

      Hi, We are a manufacturing firm and take up several orders at the same time. Each order will be associated with a single sales order and then once completed to a single invoice. When recording expenses, is it possible to associate each expense with a

    • Layout Rule Fields Appear in "Verify Details" Pop-up — Confirmed Working

      Hey everyone — just wanted to share a quick discovery. I created a Layout Rule in the Deals module that makes two fields show up (and required) when the stage is set to Closed Won or Closed Lost — one pick list and one text field. To my surprise, those

    • Can you please let us know how we can use Zoho for multi store?

      Hello Team, Can you please let us know how we can use Zoho for multi store because when we connect our plugin to Zoho and we create a product and then on another store when we create product with same name then product already exist error occurs, so how

    • Next Page