- How do they work together?
- What does the integration do?
- Benefits of the integration
Zoho Bigin & Zoho Bookings What they do and how they work together
Zoho Bigin is the go-to CRM for small and medium businesses, made to simplify sales pipeline management and customer relationships.
Zoho Bookings is an intuitive online appointment scheduling software that automates appointment scheduling, reminders, payments, and more, ensuring your meetings are seamless and productive.
Together, they streamline your sales and business process:
- Zoho Bigin streamlines your customer data and keeps your deals on track.
- Zoho Bookings automates client meetings and syncs events and customer data effortlessly.
Transform your sales and scheduling experience
Effortless bookings
Schedule meetings directly within Zoho Bigin—no more toggling between tabs, just smooth, streamlined scheduling.
Automatic data sync
Keep your events and customer data automatically updated in real time between Zoho Bigin and Zoho Bookings.
Simplified appointment management:
Manage all of your customer data and meeting-related information under the events module in Zoho Bigin. Let Zoho Bookings handle reminders and follow-ups, so you can focus more on your business.
Get back more selling time with Zoho Bigin + Zoho Bookings
Close deals, not tabs
Switching between different apps to schedule a meeting is time-consuming and breaks your flow. This native integration allows you to schedule appointments without leaving Bigin, keeping your sales momentum uninterrupted.
- Share meeting links directly inside Zoho Bigin without switching tabs.
- Schedule different meeting types with your customers.
- Manage all of your meeting details in the Events module, keeping everything organized.
- Synchronize appointments across all your calendars to stay on top of your schedule.
Accelerate deal closures
Reduce the friction in scheduling meetings with your prospects. No more back-and-forth emails or missed opportunities, just easy scheduling that moves deals through the pipeline faster.
- Allow customers to self-schedule appointments directly with your sales team.
- Schedule, reschedule, or cancel meetings with flexibility.
- Send meeting reminders with automated emails and text messages.
- Deliver a personalized customer experience that sets your business apart.
Improve lead nurturing
Zoho Bookings's custom notification capabilities ensure your appointment notification workflows are spot-on, while Zoho Bigin handles powerful workflows to manage your customer journey and business processes. This prevents leads from going cold and maximizes your chances of conversion.
- Keep prospects engaged with timely follow-up campaigns.
- Send personalized feedback emails and surveys to build stronger connections.
- Assign new contacts to your team automatically for seamless management.
- Add new records to your contacts, companies, or pipelines.
Strengthen customer relationships
Build stronger customer relationships at every stage of their journey with your business. Get complete customer context and schedule appointments easily with Zoho Bookings at any point.
- Easily manage communications across channels.
- Access all your customer details in one place.
- Generate reports on appointments and revenue to evaluate your team's performance.