How to connect Zoho Bookings + Zoho CRM + Microsoft Outlook
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Do even more with Zoho Bookings + Zoho CRM + Microsoft Outlook
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 CRM, and Microsoft Outlook. And don’t forget that you can add more apps and actions to create complex workflows.
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
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How Zoho Bookings + Zoho CRM + Microsoft Outlook Integrations Work
- Step 1: Authenticate Zoho Bookings, Zoho CRM, and Microsoft Outlook.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.