IntegrationsZoho BookingsSalesmate
Zoho Bookings + Salesmate

Connect Zoho Bookings and Salesmate to Build Intelligent Automations

Choose a Trigger

Zoho Bookings

When this happens...

Choose an Action

Salesmate

Automatically do this!

Enable Integrations or automations with these events of Zoho Bookings and Salesmate

Enable Integrations or automations with these events of Zoho Bookings and Salesmate

Actions

List Staffs

List Staffs

Get a list of staffs.

List Services

List Services

Get a list of all services under a workspace.

List Workspaces

List Workspaces

Get a list of Workspaces

Add Note

Add Note

Adds Note based on previous step.

Create Activity

Create Activity

Creates a new Activity, probably with input from previous steps.

Create Company

Create Company

Creates a new Company, probably with input from previous steps.

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Frequently Asked Questions

How do I start an integration between Zoho Bookings and Salesmate?

To start, connect both your Zoho Bookings and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Bookings triggers actions in Salesmate (or vice versa).

Can we customize how data from Zoho Bookings is recorded in Salesmate?

Absolutely. You can customize how Zoho Bookings data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Zoho Bookings and Salesmate?

The data sync between Zoho Bookings and Salesmate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho Bookings to Salesmate?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho Bookings and Salesmate?

Yes, you can set conditional logic to control the flow of data between Zoho Bookings and Salesmate. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Zoho Bookings

About Zoho Bookings

Zoho Bookings is an appointment scheduler that lets you find the perfect time with your customers. Book quality meetings and increase sales.

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Salesmate

About Salesmate

Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.

Learn More