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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Booking Card Hold" from BookingKoala.

Add your action

An action happens after the trigger—such as "Add Attachment" in Zoho CRM.

You’re connected!

Zapier seamlessly connects BookingKoala and Zoho CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Booking Card Hold
Triggered when booking's card put on hold.
Trigger
Instant
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Booking Charge Declined
Triggered when booking charge is declined.
Trigger
Instant
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Booking Cancelled
Triggered when booking is cancelled.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated (does not trigger on Notes, Addresses, or Billing Info).
Trigger
Instant
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Charge Invoice
Triggered when invoice is partially paid/ fully paid.
Trigger
Instant
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New Customer
Triggers when a customer is created.
Trigger
Instant
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New Quote
Triggered when quote is created.
Trigger
Instant
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Provider Deleted
Triggers when a provider is deleted.
Trigger
Instant
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Provider Updated
Triggers when a provider profile is updated.
Trigger
Instant
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Update Invoice
Triggered when invoice is updated.
Trigger
Instant
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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
Polling
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- Module
  Required
Trigger
Instant
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New 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.
Trigger
Polling
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

Booking Charged
Triggered when booking is charged.
Trigger
Instant
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Booking Completed
Triggers when a booking is completed.
Trigger
Instant
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New Invoice
Triggered when invoice is created.
Trigger
Instant
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Booking Deleted
Triggered when booking is deleted.
Trigger
Instant
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New Booking
Triggers when a booking is created.
Trigger
Instant
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New Provider
Triggers when a provider is created.
Trigger
Instant
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New Rating
Triggers when a customer rates your service.
Trigger
Instant
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Provider Payout
Triggers when provider payments paid
Trigger
Instant
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Booking Updated
Triggers when a booking is updated.
Trigger
Instant
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- First Name
- Last Name
- Email
  Required
- Phone Number
- Referrer Path
- Referrer Source
- Address
- City
- State
- Zipcode
- Country
- Apt
Action
Write
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
Polling
Try It
New 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.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

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Connect BookingKoala and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your BookingKoala to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about BookingKoala + Zoho CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with BookingKoala and Zoho CRM

How do I integrate BookingKoala with Zoho CRM?

You can integrate BookingKoala with Zoho CRM by using our platform to create automated workflows. Our process allows you to set up triggers such as a new booking in BookingKoala and have actions like adding a new contact in Zoho CRM.

What triggers are available for BookingKoala in the integration?

In our integration, you can use triggers such as 'New Booking Created,' 'Booking Updated,' or 'Customer Added' in BookingKoala. These triggers allow you to automate corresponding actions within your Zoho CRM account.

Can I update a contact in Zoho CRM when a booking is modified in BookingKoala?

Yes, when a booking is modified in BookingKoala, we can trigger an update action that modifies the corresponding contact's information in Zoho CRM automatically.

Does the integration support two-way data synchronization?

Currently, our integration supports one-way data synchronization from BookingKoala to Zoho CRM. You can set up specific triggers and actions to replicate this flow. Two-way sync is not supported at this moment.

Are there any limitations on the number of bookings that can be transferred to Zoho CRM?

There aren't specific limitations imposed by us on the number of bookings transferred from BookingKoala to Zoho CRM; however, you should check Zoho's limitations regarding their API usage or data storage capacities.

How can I automatically add new leads from bookings into Zoho CRM?

You can automatically add new leads from your bookings into Zoho CRM by setting up a workflow where a new booking acts as a trigger. This will enable us to create an action that adds these bookings as new leads directly into your CRM system.

Is it possible to customize data fields transferred from BookingKoala to Zoho CRM during integration?

Yes, we allow customization of data fields that are transferred during integration. You can map fields from BookingKoala into corresponding fields within your Zoho CRM setup during initial configuration or later adjustments.

About BookingKoala

BookingKoala is a booking platform for service businesses such as cleaning, dog walking, spa, and tutoring services.

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Related categories

Scheduling & Booking

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

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Related categories

CRM (Customer Relationship Management)Zoho

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