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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Appointment Complete" from Zenoti.

Add your action

An action happens after the trigger—such as "Add Attachment" in Zoho CRM.

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Zapier seamlessly connects Zenoti and Zoho CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Appointment Complete
Triggers when a appointment is completed.
Trigger
Instant
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Appointment Group Status
Triggers when an appointment group status is changed.
Trigger
Instant
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Class Booking Approve
Triggers when a Class Booking is Approved.
Trigger
Instant
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Class Booking Create
Triggers when a Class Booking is Created.
Trigger
Instant
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Class Booking No Show
Triggers when a Class Booking is marked NoShow.
Trigger
Instant
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Class Schedule Cancel
Triggers when a Class Schedule is Cancelled.
Trigger
Instant
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Class Schedule Delete
Triggers when a Class Schedule is Deleted.
Trigger
Instant
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Employee Create
Triggers when an Employee is created.
Trigger
Instant
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Employee Update
Triggers when an Employee is Updated.
Trigger
Instant
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Guest Delete
Triggers when a Guest is Deleted.
Trigger
Instant
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Guest Membership Create
Triggers when a Guest Membership is Created.
Trigger
Instant
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Guest Membership Reinstate
Triggers when a Guest Membership is Reinstated.
Trigger
Instant
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Guest Merge
Triggers when multiple Guests are merged.
Trigger
Instant
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Invoice Closure
Triggers when an Invoice is Closed.
Trigger
Instant
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- Code
  Required
- Center ID
  Required
- Is Consultant?
- First Name
- Last Name
- email
- Gender
- Date Of Birth
- Mobile Number
  Required
- Mobile Country Code
- Address1
- Address 2
- City
- Country ID
  Required
- State ID
- Zip Code
- User Name
  Required
- Job ID
Action
Write
- Center ID
  Required
- Opportunity Title
  Required
- Opportunity Description
- Opportunity Owner ID
- Guest ID
  Required
- Employee ID
  Required
- Priority
- Follow-Up date
  Required
- expected close date
- listed amount
- offered amount
Action
Write
- Guest ID
  Required
Action
Search
- Guest ID
  Required
- Center ID
  Required
- Code
  Required
- username
- First Name
- Last Name
- email
- Nationality
- Gender
- Date Of Birth
- Mobile Country Code
- Mobile Number
  Required
- Address1
- City
- Country ID
  Required
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
Action
Search or 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
Polling
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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
Polling
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- Module
  Required
Trigger
Instant
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- Module
  Required
Trigger
Instant
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- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related_Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

Appointment Group Create
Triggers when a appointment is completed.
Trigger
Instant
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Appointment Start
Triggers when a Appointment is Started.
Trigger
Instant
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Class Booking Cancel
Triggers when a Class Booking is Cancelled.
Trigger
Instant
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Class Booking Delete
Triggers when a Class Booking is Deleted.
Trigger
Instant
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Class Booking Reject
Triggers when a Class Booking is Rejected.
Trigger
Instant
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Class Schedule Create
Triggers when a Class Schedule is Created.
Trigger
Instant
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Class Schedule Update
Triggers when a Class Schedule is Updated.
Trigger
Instant
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Employee Delete
Triggers when an Employee is Deleted.
Trigger
Instant
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Guest Create
Triggers when a new guest is created.
Trigger
Instant
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Guest Membership Cancel
Triggers when a Guest Membership is cancelled.
Trigger
Instant
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Guest Membership Freeze
Triggers when a Guest Membership is Freezed.
Trigger
Instant
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Guest Membership Unfreeze
Triggers when a Guest Membership Unfreezes.
Trigger
Instant
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Guest Update
Triggers when an existing guest is updated.
Trigger
Instant
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List All Employee Jobs
Api to list the jobs setup at organization.
Trigger
Polling
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- Center ID
  Required
- Code
  Required
- username
- First Name
- Last Name
- email
- Nationality
- Gender
- Date Of Birth
- Mobile Country Code
- Mobile Number
  Required
- Address1
- City
- Country ID
  Required
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
Action
Write
- First Name
- Last Name
- phone
- username
- email
- Guest Center ID
Action
Search
- First Name
- Last Name
- phone
- username
- email
- Guest Center ID
- Center ID
  Required
- Code
  Required
- Nationality
- Gender
- Date Of Birth
- Mobile Country Code
- Mobile Number
  Required
- Address1
- City
- Country ID
  Required
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
Action
Search or 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
Polling
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- Module
  Required
Trigger
Instant
Try It
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
Polling
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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Practical ways you can use Zenoti and Zoho CRM

Sync Zenoti appointment feedback with Zoho CRM

When a new appointment feedback is created in Zenoti, Zapier sends the feedback details to Zoho CRM. This helps IT teams ensure the relevant data is synced for analytics or system updates, minimizing data gaps across platforms.

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Add new Zenoti guests to Zoho CRM contacts

When a new guest is added in Zenoti, Zapier will create a corresponding contact in Zoho CRM. This ensures the marketing team has up-to-date contact information within their CRM, streamlining customer engagement and campaign targeting.

Marketing & Marketing Ops

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Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your Zenoti to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Zenoti + Zoho CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Zenoti and Zoho CRM

How do I get started with integrating Zenoti with Zoho CRM?

To start integrating Zenoti and Zoho CRM, first create accounts in both platforms if you haven't. Then, access our platform to set up the integration. You'll need to connect your Zenoti and Zoho accounts to our application, designating triggers in Zenoti that initiate actions in Zoho CRM.

What types of triggers are available for Zenoti and Zoho CRM integration?

We offer various triggers for the integration, such as when a new customer is added in Zenoti or an appointment is booked. These can trigger actions like creating or updating contact information in Zoho CRM automatically.

Can I map custom fields between Zenoti and Zoho CRM?

Yes, you can map custom fields between Zenoti and Zoho CRM during the setup process. This ensures that specific data points move accurately from one platform to the other according to your business needs.

Is it possible to automate marketing tasks using this integration?

Absolutely! You can set up triggers such as a new customer added in Zenoti to automatically create an entry in a specific marketing campaign within Zoho CRM. This helps streamline your marketing efforts without manual entry.

How often does the data sync between the two platforms?

Data sync frequency depends on how you've configured your triggers and actions. Generally, actions are initiated almost immediately after a trigger event occurs in Zenoti, facilitating near real-time updates in Zoho CRM.

Do I need technical skills to set up the integration?

Not necessarily. Our platform is designed with a user-friendly interface allowing non-technical users to successfully set up integrations by following simple steps and guidelines provided during setup.

What should I do if my integration isn't working as expected?

If you're encountering issues with your integration, first check that all settings are configured correctly on our platform. Make sure that API keys are current and not expired. If issues persist, reach out through our support channels for further assistance.

About Zenoti

Zenoti provides an all-in-one, cloud-based software solution for the spa, salon and med spa industry.

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.