Zoho CRM Integration for meetergo
Create contacts, meetings and, if you want, deals in Zoho CRM for every booking. Reschedules and cancellations reach Zoho too.
Connect meetergo with Zoho CRM so your pipeline stays current without manual data entry. meetergo looks up the contact by email, updates it or creates a new one. It then creates a meeting in Zoho with the time, title and video link, linked to the contact. If you want, meetergo creates a deal per booking in the pipeline and stage you choose, or links the meeting to the contact's open deal. When a meeting is rescheduled, meetergo moves it in Zoho. When it is cancelled, meetergo deletes it. You connect with your Zoho login. It works with every Zoho data centre and with Zoho One, and is available on the Light plan and above.
Key Features
What you get with meetergo + Zoho CRM
Contacts without duplicates
meetergo searches for the contact by email and updates it. Only if none exists does it create a new contact with first name, last name, email and phone.
Meetings in Zoho CRM
Every booking appears as a meeting with time, title and video link, linked to the contact and deal and assigned to the host.
Deals in your pipeline
Create a deal per booking in the pipeline and stage you choose, or link the meeting to the contact's open deal.
Sign in with Zoho
You connect with your Zoho login, no API key needed. Your data stays in your Zoho account's data centre.
How It Works
Connect Zoho CRM to meetergo
You need a Zoho CRM account with API access and permission to authorize apps in Zoho.
Start the connection
Open Integrations, find Zoho CRM and click Connect now.
Authorize meetergo in Zoho
Sign in to Zoho and allow meetergo access. The card then shows the Connected status.
Set it up per meeting type
Open your meeting type, go to CRM and click Manage next to Zoho CRM. Choose contacts, deals with pipeline and stage, or linking to open deals.
Use Cases
How teams use meetergo + Zoho CRM
Sales teams on Zoho CRM
Every intro call creates a deal in the right stage. Follow-up calls attach to the open deal instead of creating a new one.
Companies on Zoho One
Meetings from meetergo land in the same system where your team manages contacts and deals.
Requests through routing forms
Routing forms create or update Zoho CRM contacts as soon as someone submits the form.
FAQ
Frequently Asked Questions
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