Zoho Bookings + Zoho CRM
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Streamline your appointment scheduling and CRM management process by automating the transfer of booking details. With this efficient workflow, whenever an appointment is booked in Zoho Bookings, the details will be sent to Zoho CRM to create or update a module entry accordingly. Focus on providing an excellent experience for your clients and trust this seamless connection to keep your CRM up to date.
Streamline your appointment scheduling and CRM management process by automating the transfer of booking details. With this efficient workflow, whenever an appointment is booked in Zoho Bookings, the details will be sent to Zoho CRM to create or update a module entry accordingly. Focus on providing an excellent experience for your clients and trust this seamless connection to keep your CRM up to date.
- When this happens...Appointment Booked
Triggers when a new appointment is booked.
- automatically do this!Create/Update Module Entry
Create or update module entries
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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.
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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
