Step 2: Pick one of the apps as a trigger, which will kick off your automation. Add, remove and rearrange cards to change the bot's functionality. ; Now e-Invoicing will be enabled for your organisation and you can proceed to connect with the e-Invoicing portal. Under Location, click the toggle next to Zoom. After you start your session you can practise your session in Zoom if you have enabled this option in your webinar settings from the Event details tab. Video Conferencing with Zoom. Google Meet Integration. Click Configure against the required connection. Pipedream's integration platform allows you to integrate Zoom and Zoho Bookings remarkably fast. 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 Email by Zapier, Zoom, and Zoho Bookings. Zoho Bookings can give you a common calendar by syncing multiple. By integrating Google Meet, you can conduct your Zoho Bookings appointments virtually with just a few clicks. 2 minutes. Zoho Bookings is a free app that helps business owners book appointments straight on the Zoho CRM platform. Zapier Automation Platform No-code automation across 5,000+ apps. Recopile citas para las llamadas de descubrimiento, los servicios y las clases. Make appointment scheduling seamless with Zoho Bookings integrations. This ensures customers. Dear Meeting team, I want to share my thoughts on Meeting vs Zoom and explain why we are moving back to Zoom for all our video conferencing, even though it is part of our Zoho One Subscription. SimplyBook. 30 seconds. Say hello to smart scheduling! Sign up for free SIGN UP FOR FREE. Click the checkmark located at the top to save the meeting. Pipedream. Use Zoho Bookings, the appointment scheduling app from Zoho, to free yourself from email and paper-based scheduling. It offers a booking system for one-on-one meetings, classes, and renting of assets. 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 Microsoft Outlook, Zoho Bookings, and Zoom. Try the simple & easy-to-use cloud bookkeeping system. Let’s dig in! 1. To quickly launch a meeting with your lead or contact from your Zoho CRM account, you can click the Meet Now option from the Record details page. While we can't help you mute everyone ( that's a Zoom setting ), Zapier can help you automate Zoom so you can focus on more impactful work. Configure payments. We need to add the zoom link in the description. Zoho Bookings in SalesIQ Zoho Bookings is an online tool that your customers can use to book appointments with your experts and specialists to avail your services. As we know, repeat customers are vital pillars of every successful business. Step 2: Pick one of the apps as a trigger, which will kick off your automation. resource_id: The unique id of the resource associated with the service. Zoho Meeting is finally a true alternative to Zoom and. The Zoom Webinar integration. Tip: Mention that the service is held online in the service title or subtitle. If you are using other Zoho Services, you can connect them all with Zoho Bookings. With this integration. The reports in this section allow you to view the resources by providing the booking history for each resource and also the future bookings. The page will redirect to the Event details tab in Backstage. Registration & Scheduling. - Update meetings when a customer cancels or reschedules an appointment. Zoho Bookings for managing your entire business. In Zoho CRM, campaign management helps you to plan, execute and monitor campaigns in an. After you've set up Outlook for mobile, follow these steps to schedule a Zoom meeting: Launch the app and open the calendar view. Zoho Bookings for managing your entire business. Zoho Sites' integration with Zoho Bookings lets you add appointment forms and manage bookings without a hassle. Collective bookings (multiple hosts) Meet customers as a team. Manage both your Google Calendar and Zoho Calendar in one space by using the sync feature provided in Zoho Calendar. Envíe notificaciones y recordatorios. A link to join the meeting will show up in the appointment. Calendly integrates with 6,000 other apps on Zapier - it's the easiest way to automate your work. Zoho Bookings facilitates service enablers or service providers to send text notifications or reminders for bookings, cancelations, or. For admins: Go to Integration > Calendars. Your thoughts have been heard. Create business workflows for Zoho Bookings without writing code, using Zoho Flow. Do even more with Zoom + Zoho Bookings + RingCentral. Free forever for core features. For staff and managers: Click Calendar Connections on the top right side of the menu bar. Gmail. Change the permissions for the service:Step 1: Authenticate Zoho Bookings, Zoom, and Microsoft Outlook. You can do one-on-one and group bookings in Zoho Bookings. Step 1: Authenticate Zoho Bookings and Microsoft Office 365. 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, Zoom, and Zoho CRM. Do even more with Zoho Bookings + Microsoft Outlook + Zoom. Appointment start time in customer's time zone. Additionally, browse integration tasks developed in our proprietary programming language, Deluge. Zoho Sites' integration with Zoho Bookings lets you add appointment forms and manage bookings without a hassle. 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 Zoom. Video Conferencing with Zoom. SimplyBook. Your customers can book a time convenient for them, and pay for services, through your website or the customizable. Booking Start Time. 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 Mail, and Zoom. Come try it. Thanks. Once the integration is turned on, all Google Calendar events (six months from the day the integration is enabled) are synced and they block the corresponding slots in the Zoho Bookings calendar. Once the meeting is initiated, you can launch it in Zoho Meeting, copy the meeting URL or invite participants via email or Cliq. Once Authenticated, click Access Zoom to use Zoom from your extension pane of. Appointment scheduling powered by Zoho Bookings + Zoho CRM! The perfect combination to meet with more customers and guarantee more sales. When this happens. In the Zoho Mail skill page, click Enable. ; If you have enabled the auto-record setting, sessions will be recorded and saved in the location that you have indicated in your webinar settings from the Event details tab. Find extensions for each stage of the sales process. Do even more with Zoom + Microsoft Outlook + Zoho Bookings. About Microsoft Excel. By integrating Zoho Bookings with Outlook Calendar and Microsoft Teams, your meetings are synced and updated in the respective dashboards. Use Zoho Meeting's integration to convert events in Zoho Bigin to online meetings and meet with your clients, partners, or customers any time, from anywhere. . Zapier lets you connect TaxDome with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required. 15 seconds. 15 seconds. Zoho Bookings Zoho apps Learn more. people. Important Note: The text shown as the available Action could vary depending on the Webinar Integration that you are using. Zoho Bookings can give you a common calendar by syncing multiple calendars, including yours and your staff's. Super Admins and Admins can enable payments via Mercado Pago. Zapier is the next best thing. 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, Zoom, and Microsoft Excel. Zoho Bookings allows you to offer services online by integrating with Zoom via Zapier. Embed your calendar on your Zoho Sites website and start collecting appointments right away. Save time and the hassle of scheduling appointments across multiple schedules. Managers & Staff will not have access to this information. To enable Google Meet integration: 1. Canada Calgary, T2P 2V6. Bigin by Zoho CRM integrates with 6,000 other apps on Zapier - it's the easiest way to automate your work. Step 2: Pick one of the apps as a trigger, which will kick off your automation. You can't add more hours to the day. The Zoom extension in Zoho Mail now allows you to create Zoom meetings and share links directly from your mailbox. Say hello to smart scheduling! Sign up for free SIGN UP FOR FREE. Jira integration in Zoho Mail allows you to create. For the Zoom mobile app, you can view contacts from your phone's contacts app to call them using Zoom Phone. Online meeting and webinar integrations for Zoho Meeting. Instantly connect Zoho Mail with the apps you use everyday. It has very much affordable pricing point but yet very efficient tool for businesses. Get started with a free 15-day trial. With Zoho Mail's integration. Quick Launch. Click Allow to authorize Zoho Mail to access your Zoom account in the pop-up window. Just like events - these online meetings like zoom need to be integrated with zoho bookings, and there needs to be option for customer to book a time slot. For apps that don’t have a direct integration with Zoho Bookings, you can leverage Zoho Flow to connect the apps and strengthen your scheduling workflows. Read more. Sync your Mailchimp lists with Zoho CRM to manage your email campaigns and track customer engagement. And don’t forget that you can add more apps and actions to create. Calendly and. Calendly Acuity Scheduling Zoho Bookings. Set up an instant meeting. And don’t forget that you can add more apps and actions to. ⭐ Content Management Systems (CMS) Integration:. 2022-05-02 01:30 AM Is there an option to integrate my zoom meeting id in MS Bookings, so customers booking an appointment via my calendar will directly receive the zoom. No credit card required. Zoho Bookings allows you to offer services online by integrating with Zoom via Zapier. Super Admins and Admins can enable payments via Razorpay. Bookings service is based on Exchange online, which is provided by Microsoft 365, all features in it is bounded to your Microsoft 365 Business account. However, it. Using Zoho Meeting’s integration with Microsoft Teams, you can collaborate remotely by sharing your screen or initiating an instant meeting from anywhere, at any time. Step 4: Select the data you want to send from one app to the other. Info: This integration requires an. For time-strapped solopreneurs, busy teams, and every business. Google Meet is a video conferencing tool that enables users to. Choose a trigger and an action: Next, choose a trigger and an action for your integration. Following the integration of Bookings with Zoom, Google Meet and GoTo Meetings, are you guys planning an integration with MS Teams?. Rated The Best CRM Software of 2019. Recent Articles. Step 4: Select the data you want to send from one app to the other. Ease of scheduling for your team. or via Zoom integration: ️: Payment processing within booking form . Create targeted email campaigns based on customer data stored in Zoho CRM. 2 minutes. An SPF record helps maintain a good domain. Zoho Bookings has partnered with Zapier to help. This can be done via a pop-up that appears when the user tries to schedule an online. Book quality meetings and increase sales. Learn MoreZoho Meeting is a cloud-based online meeting software that lets you host virtual meetings, web & video conferences for team meetings, sales presentations & more. Zoho Voice offers a 15-day free trial and has two general phone pricing plans, each with tiered options: Business Phone: contains 4 plans with slab-based pricing, ranging from free for one user to $1000 monthly for up to 100 usersFor online meetings, you can connect Zoho Bookings to Zoho Meeting or Zoom. Zoom is a famous collaboration tool that helps meet people online. Then click Others on the left side panel. Impactful features of Zoho Bookings are as such:- 1) Booking Management 2) Calendar Management 3) Calendar Sync 4) Timely reminders about the bookings to the attendee as well as the Invitee 5) No Conflict in any event 6) Integration with third party calendars and tools through Zoho Flow, Zapier etc. Step 2: Pick one of the apps as a trigger, which will kick off your automation. Video Conferencing with Zoom. Customizable Notifications. Slack (Legacy). Get started for free. Do even more with Google Calendar + Google Meet + Zoho Bookings. Integration. Zoho Bookings Zoho apps Learn more. To do so, enter your Zoho Mail credentials. If you’re already using Zoho CRM, new customers will be added into your. Zoho Bookings Tutorial: Setting up your Integrations. Online meetings (MS Teams, Google Meet, Zoom, and more) Scheduling rules Create Zoom meetings for new Zoho Bookings appointments. Zoho Flow is an integration platform that. Automate email or SMS reminders and confirmations. Connect your e-commerce store with Zoho Books, configure powerful reports like sales analysis and product performance reports, and unlock the. My Profile. Posted on August 24, 2021 You can now auto-generate Zoom link meetings and more to your Bookings Calendar with this latest integration. Also, it is not always necessary to use Zoho Meeting API. With the Zoho Desk and Zoho Bookings integration, it’s now faster for customer support teams to resolve customer issues through online meetings. In Zoho Bookings, when Microsoft Teams is integrated, it will: Automatically create an online meeting when an appointment is booked. At its core, a Sales CRM holds all your customer data in one place and acts as an indispensable source of information for your entire organization. Zoho Bookings facilitates service enablers or service providers to collect payments through. Automatically add video meeting links to appointment confirmations and chat face-to-face with a click. Zoho Bookings; Zoho CRM; Pipedrive; Squarespace; Microsoft Outlook; AWeber; MailerLite Classic; LearnDash; Dropbox; ThunderTix; Ninja Forms; Act-On; Cisco Webex. This integration automatically creates a Zoom meeting link every time a new booking is made in Zoho Bookings. Online Meetings. Step 1: Authenticate Zoom and Zoho Bookings. Following the integration of Bookings with Zoom, Google Meet and GoTo Meetings, are you guys planning an integration with MS Teams? Having the MS Teams meeting link directly in the meeting invite send to the client would be amazing. 7) Inexpensive 8) Easy to embed in. Zapier integration ; Basic fields on booking form ; Advanced fields on booking form ; Customizable email reminders and. 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 Zoom, Zoho CRM, and Zoho Bookings. Zoho Bookings facilitates service enablers or service providers to send text notifications or reminders for bookings, cancelations, or. And don’t forget that you can add more apps and actions to create. Do even more with Microsoft Outlook + Zoho Bookings + Zoom. This appointment scheduling software has a. Meet customers online using Zoho Meeting, Zoom, or GoToMeeting. Our user interface auto-customizes for your industry, meaning you feel right at home. How to connect Calendly + Zoho CRM. To simplify scheduling, Zoho Bookings extension can be installed in Zoho Desk. Whether it's a Zoho CRM agent trying to call a prospect using the click-to-call function, a Zoho Desk support rep looking for customer details in the call pop-up, or a Zoho Recruit user wanting to add call notes while on a call with a candidate, you can now simplify the way you handle business calls and empower all your teams with this. 15 seconds. Share bookable time slots. Zoho Writer - Zoho People: You can share a Zoho Writer document to the list of employees fetched from Zoho People using zoho. Book appointments. It has an amazing UI and easily understandable meeting scheduling steps. 30 seconds. 1. Video & Audio quality - We see a significant downgrade in video quality when using Meeting vs Zoom, even when using the same internet connections. 1). Use PageSense to understand what your visitors are. No credit card information is required. As web meetings and webinar software continue to replace in-person collaboration and training, it has become increasingly crucial to engage your stakeholders and run your business. Zoho Voice Pricing and Plans. shareDocument and zoho. To manage bookings for a specific provider, next to the name of the provider, click Manage bookings. It is not supported for repeat events with no end date. Platform. Square Appointments for the best mobile booking app with built-in POS. Explore Demo Account. The Zoom integration for Zoho Bookings provides you with great benefits. Do even more with Google Calendar + Zoho Bookings + Zoom. Zoho Calendar. The Zoho Bookings and Zoho Meeting integration is now free! Posted on April 6,. You'll need a Zapier account to use the. Migration of existing phone numbers is not supported yet. Zapier is the next best thing. Schedule or start online meetings with screen sharing from inside your CRM using the Zoom extension for Zoho CRM, and track meetings in Activity History. Learn more. New potential customers after registering for a Webinar are created in CRM. You can find list of payment gateways in Connections Available. Microsoft Teams integration in Zoho Bookings . Collective bookings (multiple hosts) Meet customers as a team. Visit Marketplace Free. We would like to show you a description here but the site won’t allow us. Read more. Establezca citas y realice consultas en línea a sus clientes mediante reuniones con audio, video y uso compartido de pantalla. Square Appointments for the best mobile booking app with built-in POS. Zoho Projects. Zoom conferencing for repeat events is not supported for events that occur for more than 24 hours (both all-day and multi-day events). Once you fill in your operational details, you'll receive customizable booking pages for every service, asset, and staff member. ; Automations Put your routine busywork on autopilot. 15 seconds. In this case, moving data between Zoom, SendGrid and Zoho Bookings - all without code! Skip to content. Start free with Google. GoToMeeting Zoom. Once the option is selected, you (travel desk) can make the bookings and add the booking details to Zoho Expense. 3. Step 3: Choose a resulting action from the other app. Try zoho bookings now. See the full details here. Manage registration information, which may include scheduling Zoom experiences or adding or deleting registrants. Zoho Meeting can be launched directly from Zoho Mail from the RHS. Zapier houses. We would like to show you a description here but the site won’t allow us. Note: The access token can be generated from the developer console. Zapier's automation tools make it easy to connect Zoho Bookings and Zoho Campaigns. Our company provides various Zoho and Business solution. User-Friendly Interface: Our intuitive interface makes setup a breeze, no HTML knowledge required. 30 seconds. Browse all available apps. No ads. Didn’t find the Zoho Bookings integration you were looking for? Integrate your apps to automate those tedious tasks. Power breakthrough sales performance with 800+ Zoho CRM integrations from Zoho Marketplace. My name is Lior Izik and I am a Business Coach and a Premium Zoho Partner located in Toronto, Canada. Free forever for core features. Zoho Bookings Setup and Moving from Oncehub. Choose services to create meeting . Free for developers. Find answers to common questions and issues related to Zoom's calendar features. Zoho Bookings facilitates service enablers or service providers to send text notifications or reminders for bookings, cancelations, or. writer. And don’t forget that you can add more apps and actions to. Troubleshooting - Passcode not available for Zoom Meetings. Zoho Sheet - Zoho CRM: You can write formulas in Zoho Sheet to auto-populate columns based on Zoho CRM data using zoho. At present, MS Booking only support Teams and Skype for business online meeting. Send meeting details to staff and customers. Zoho Mail integrates with 6,000 other apps on Zapier - it's the easiest way to automate your work. MS Bookings using Zoom not Teams. Zoho Meeting is an easily scalable, simple to use and secure meeting platform that is trusted and used by. To configure Zoho Assist within Bookings, Navigate to Settings and choose the Manage Business option from the drop-down menu and choose the Others option available under the Integration menu. Your participants will receive email invitations using which they can join the meeting at the scheduled time. ; Choose a Contacts module list view to be synced from the Bigin Contacts View drop-down list. Zoho Bookings facilitates service enablers or service providers to collect payments through Mercado Pago. Setting Up ActiveProspect Consent Tracking On A HighLevel Form. This webinar recording will teach you how to schedule meetings, organize webinars, invite leads and contacts, view RSVP, convert webinar registrants as CRM leads, watch meeting and webinar recordings, view. Zoho Bookings is an appointment scheduler that lets you find the perfect time with your customers. Cardholder : Click or drag and drop the card to the cardholder to add as a card in the bot's flow. Click Add a New Service and select appointment or click an existing service to edit it. It is reliable remote support software that offers a wide range of features under the free remote access. Complete the General info section. Appointment start time (applicable only to appointments raised by the customer) Customer More Info . Once disabled by the Administrator, the integration is disabled for all users in the Organization account. Using the built-in integration with Zoho Meetings, you can also offer online meeting services. Category : Zoho, Calendar, Popular,. Customer Booking Start Time . 1. After you've set up Outlook for mobile, follow these steps to schedule a Zoom meeting: Launch the app and open the calendar view. Video Conferencing with Zoom uses the Zoom API to deliver a fully-integrated experience. Learn more. Step 1: Authenticate Zoho Bookings and Zoom. Step 4: Select the data you want to send from one app to the other. We would like to show you a description here but the site won’t allow us. The Zoho Bookings’ tagline outlines the software’s primary goal, “ More appointments. Connecting your calendars with Bookings makes it easy to handle your appointments across multiple calendars. Do even more with Zoom + Zoho Bookings + Google Forms. Zapier integration is available in all paid plans of Zoho Bookings. end_time Super Admins and Admins can enable payments via Razorpay. Call, text, fax, make conference calls, have online meetings, etc, anytime from any device without the need for changing different systems. Next, you have to complete the authorization of Zoho Assist by allowing calendar to access. During the remote working time, I can use Zoho to easily connect with my colleagues. Step 2: Pick one of the apps as a trigger, which will kick off your automation. 15 seconds. Click the + button to create a new meeting. Managers & Staff will not have access to this information. ; Map the Mailchimp fields with those of Bigin's. Zoho Bookings syncs your calendars while letting customers self-schedule and pay for appointments. Click on the Zoho Meeting icon and select Start a meeting to set up the meeting. Select your Webinar Integration from the Integration drop-down menu. Select the trigger or action required. Route Planning for Field Sales. To add ticket or booking details: Click Admin View. Step 4: Select the data you want to send from one app to the other. And don’t forget that you can add more apps and. Zoho Bookings is an online appointment scheduler for service-based small businesses. With 5,000+ supported apps, the. Your attendees can now join sessions, ask questions, answer polls, and take part in discussions—all from their mobile devices. And don’t forget that you can add more apps and actions. Productive. group_id: The. 4. If you select a trigger, click Next. Click Authorize Zoom on the pop-up. That’s it!Learn more. Create an online Appointment. Zapier does manual, repetitive tasks so that you don’t have to. However, Zoom is a third-party service and I think you also have a separate Zoom account for it. Hi team, Here are list of issues we are facing with Zoho Bookings when migrating from other platforms. When you integrate Zoho Meeting with Zoho Bookings, you can add staff or other users to your organization and conduct online meetings whenever appointments are booked. Use Zoho Bookings, the appointment scheduling app from Zoho, to free yourself from email and paper-based scheduling. Use your Zoom account credentials to log in to your Zoom account or use any one of the federated sign-in options to sign in. Key functionality included: lead management, opportunity management, meeting scheduling using Zoho Booking, Zoom and Zoho Meetings, dialer using Twilio, WhatsApp integration using WozTel, student. Sign in to your Zoom account to join a meeting, update your profile, change your settings, and more!Manage all events on the web or on the Zoho Bookings mobile app. Free for developers. Zoho SalesIQ offers smooth integrations with third-party Analytics, CRM, CMS, ecommerce, and email marketing platforms that improve your efficiency in helping prospects and customers. When in the CRM and selecting the New Appointment link, Only one workspace with its activities are displayed to select from. Learn more. Zoho Bookings is an appointment scheduling software that lets your customers self-schedule an appointment with ease and eliminates the need for back and forth emails/calls. You'll need a Zapier account to use the workflows in. third-party integrations: ️: Payment processing: Doodle We see that Zoom is well integrated with Zoho Mail and Zoho bookings which is great. Buy now. On disabling the RingCentral integration, you will no longer be able to make calls in Zoho CRM via RingCentral. And don’t forget that you can add more apps and actions to. You only get one calendar connection on the free plan, but you’re welcome to book as. Our company provides various Zoho and Business solution. 7. Work Email. And don’t forget that you can add more apps and. Step 1: Authenticate Zoho Bookings and Zoho CRM. Our platform ensures convenient bookings, fare lock-ins, streamlined visa requests, and timely flight alerts, all aligned with your company's policies: Manage business travel with our powerful self-booking tool (SBT). By integration Zoho Meeting with Bookings, you can use booking slots to engage your leads and customers or to provide services online through live meetings. Step 2: Pick one of the apps as a trigger, which will kick off your automation. Home App Gallery Zoho Bookings. Telegram Bot. Zapier works with over 4,000 apps including Hubspot, Active Campaign, Google forms, and more. Team up to enhance productivity Complete your tasks ahead of schedule, get to meetings on time, plan calls with your. Acuity Scheduling for ease of use. Managers & Staff will not have access to this information. Values of custom. Info: This integration requires an. The Zoho Meeting integration in Zoho CRM lets you influence and engage your CRM leads and contacts without leaving your CRM account. Super admins and admins can configure, view and modify the Zoom Meetings integration. Create workflow integrations across 850+ applications using Zoho's no-code integration platform. Zoho Bookings Integration with Zoho Meeting Watch on Setting up Zoho Meeting Creating an Online Meeting for a One-on-One service with Zoho Meeting follows the. Google Integration going to This site can't be reached page "Check if there is a typo in highlevel-backend. Office365/Outlook Calendar. No obligation. 30 seconds. If local delivery is set up in your previous host, emails from the previous server get delivered internally and hence doesn't reach the Zoho Mail servers. You can also set up reminders and share recorded sessions so that no one ever misses another meeting. Zapier is the next best thing. Zoho Mail offers intuitive migration tools, along with 24/7 dedicated migration support to ensure smooth, lossless migration of all of your emails from all of your important folders. By leveraging an integration, your meeting information and scheduling data can sync directly with other tools in your tech stack to eliminate. A quick snapshot about each booking software solution. It's free. However, many important features such as email reminders and online payment processing are only available on their paid plans. Countless third-party integrations: Meetfox: In-browser video calling: ️: Payment processing. Zapier lets you send info between Zoho Bookings and Zoom and Zoho CRM automatically—no code required. Plans and Pricing: Zoho Bookings offers three scheduling plans: Free Forever: The free plan is available for one user. 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 Zoom, Email by Zapier, and Zoho Bookings. Click My Account in the top right corner. Step 3: Choose a resulting action from the other app. Zoom. Zoho Books is online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.