Zoho Bookings + Zoho Cliq + Zoho CRM Integrations

How to connect Zoho Bookings + Zoho Cliq + Zoho CRM

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Do even more with Zoho Bookings + Zoho Cliq + Zoho CRM

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Zoho Bookings, Zoho Cliq, and Zoho CRM. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

Appointment Canceled
Triggers when an appointment is canceled.
Trigger
Instant
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Appointment Rescheduled
Triggers when an appointment is rescheduled.
Trigger
Instant
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- To UserRequired
- TextRequired
- Bot Name
- Bot Icon URL
- Card Title
- Card Theme
- Card Thumbnail URL
- Card Icon URL
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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
Scheduled
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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
Scheduled
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- ModuleRequired
Trigger
Instant
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- ModuleRequired
Trigger
Instant
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- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

Appointment Booked
Triggers when a new appointment is booked.
Trigger
Instant
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- BotRequired
- TextRequired
- Card Title
- Card Theme
- Card Thumbnail URL
- Card Icon URL
Action
Write
- ChannelRequired
- TextRequired
- Bot Name
- Bot Icon URL
- Card Title
- Card Theme
- Card Thumbnail URL
- Card Icon URL
Action
Write
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
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- ModuleRequired
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
Scheduled
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
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- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

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How Zoho Bookings + Zoho Cliq + Zoho CRM Integrations Work

Step 1: Authenticate Zoho Bookings, Zoho Cliq, and Zoho CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.