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Trafft + Zoho CRM

Update Zoho CRM module entries with completed bookings from Trafft

"Keep your CRM updated every time a booking is completed in the Trafft app with this workflow. This automation populates Zoho CRM with fresh data, creating or updating a module entry whenever a Trafft booking is finalized. Save time, maintain up-to-date records and streamline your client management process effortlessly."

"Keep your CRM updated every time a booking is completed in the Trafft app with this workflow. This automation populates Zoho CRM with fresh data, creating or updating a module entry whenever a Trafft booking is finalized. Save time, maintain up-to-date records and streamline your client management process effortlessly."

  1. When this happens...
    TrafftTrafft
    Booking Completed

    Triggers when a new booking is made.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create/Update Module Entry

    Create or update module entries

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Trafft triggers, actions, and search

    Booking Canceled

    Triggers when a booking is canceled.

    Trigger
    Instant
    Try It
  • Trafft triggers, actions, and search

    Booking Rescheduled

    Triggers when a booking is rescheduled.

    Trigger
    Instant
    Try It
  • Trafft triggers, actions, and search

    Customer Created

    Triggers when a new customer is created.

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New 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.

    Trigger
    Scheduled
    Try It
  • Trafft triggers, actions, and search

    Booking Status Changed

    Triggers when a booking status is changed.

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New 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.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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About Trafft

Trafft is a booking software made for businesses and individuals for scheduling appointments, managing staff, and their calendars.
Learn more

Related categories

  • Scheduling & Booking
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