Zoho Bookings + Zoho CRM
Create Zoho CRM module entries for new Zoho Bookings appointments
Effortlessly manage your appointments and customer data with this convenient workflow between Zoho Bookings and Zoho CRM. When a new appointment is booked in Zoho Bookings, a corresponding module entry is instantly created in Zoho CRM, keeping your customer information organized and up-to-date. Save time and ensure accurate data while focusing on providing excellent service to your clients.
Effortlessly manage your appointments and customer data with this convenient workflow between Zoho Bookings and Zoho CRM. When a new appointment is booked in Zoho Bookings, a corresponding module entry is instantly created in Zoho CRM, keeping your customer information organized and up-to-date. Save time and ensure accurate data while focusing on providing excellent service to your clients.
- When this happens...Appointment Booked
Triggers when a new appointment is booked.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Appointment Canceled
Triggers when an appointment is canceled.
Try ItAppointment Rescheduled
Triggers when an appointment is rescheduled.
Try ItNew Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try It
Appointment Booked
Triggers when a new appointment is booked.
Try ItNew Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try It
