Onboard New Clients Using Zoho Forms & Zoho Bookings Integration
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- เผยแพร่เมื่อ 27 ก.ย. 2024
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My name is Lior Izik and I am a Business Coach and a Premium Zoho Partner located in Toronto, Canada. Our company provides various Zoho and Business solutions. More details on our website www.amazingbus...
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Wow! You're THE BEST Lior! Agree: It's extremely valuable. The perfect solution to my todays' problem. It's funny because I was doing every thing well, except copy and paste the names... To see this on your excellent video make my day... Gratefully for you contribution. 👍👏👏👏👏👏
Hi Livia! Thank you for your kind words! My name is Christina and I work with Lior. I would really appreciate it if you would share your amazing review on Google because it will help us reach new customers. Please find the link here for your convenience:
search.google.com/local/writereview?placeid=ChIJDeJf7OcrK4gR2UjNqQRO9O4
Thank you and have an awesome day!
This is exactly the use case I have Lior so you’ve saved me hours of thinking time
Happy it helped you my friend!
Lior, this is an amazing video! Your explanation is very clear and easy to understand.
yeow joan thank you. I really appreciate the kind words.
Wonderful Lior! I have been using the two applications but never crossed my mind to use the feature you just explained!
Thank you! More to come :)
Amazing videos!! Huge fan from Costa Rica 🤘🏼
Thank you 🙏
I've recently started to watch your videos and they are really helpful Thanks! 😁
Thank you 🙏
Hi Lior, thanks so much for this detailed information. Could you please advise on how to integrate a time & date field within the form which is in sync with any calendar (e.g Google calendar)?
I'm using ZohoForms for events bookings. Some bookings may consist of many events occurring on diffeeent dates & time. It would be more efficient if all the dates & time available could be shown while a user is filling in the form.
Zayd Why not use zoho bookings ?
this was very helpful. thanks a lot
Thank you!
great tip! thanks.
Thank you for the support!
You are awsome Lior -:)
Thank you Danny!
Hey Lior, thank You for this, brilliant as always 👌 My question relates to international clients who wanna book a slot with me via ZBookings - does the link open a page in their native language and/or do they have a visible option somewhere to at least change the language ? Since I only need their name, tel & email + payment, I might be able to get by without Zoho Forms but not if there is a language barrier for them.
Thank You in advance for clarifying re: ZohoBookings
Great question. How do you know the language from the first place? Are they on a page with x language and then clicking on book an appointment?
Thank you for the tips
Thank you for the feedback!
This is a great opportunity. But my prefilled areas are not taken over. What could it be?
Hard to say. Join our free webinars every Wednesday morning. We can check it out together.
Hi, Lior, I'm needing to update a related records field in a custom module in Zoho CRM when a booking is made, is this possible? If so id love to use your services. Thank you!
Yes it is possible. Pls book time here so we can review what needs to be done liorizik11.zohobookings.com/#/customer/3848296000000026119
Exactly what I needed thank you!!
Happy to hear that!
I've been all over TH-cam looking for this!! Thank You! -----------> New Subscriber
Thank you
Hi! Thank you for the valuable and helpful tutorial. I'm wondering if I can do it the other way around? For instance, if I have a new client who booked an appointment to thru Zoho Bookings then I want to redirect the client to a Zoho Form to fill-out a more detailed Client Information Sheet. Thanks in advance. :)
Thank you 🙏 Yes this is doable. Just need some coding. The concept is booking coming in. An email from crm is sent with a form. The form is filled and updated the same record.
hi, about the parameters what If i want to use document file number instead of email bec some contacts do not use email address
You can send any info that you like using this approach.
When mapping the form fields in URL parameters, I set the parameter name as "Name" but then on the Form Field it only allows me to specify First Name or Last Name. Is there a way to pull both those values?
Good point. No. you can't merge them. It's a common issue with no solution.
Lior Izik Thank you, Lior. Seems that I just need to create a First Name and Last Name field on the Booking form, then can tie it with the First and Last Name fields that come across from the Form field.
This was great. Thanks so much. Mind blow
Thank you for the nice comment 🔥
My zoho forms is not populating the fields on my calendly booking
GREAT TRAINING
Thank you sir!
Thank you!
Thank you and happy it was useful 🙏
Thanks exactly what I needed
Thank you