How to Send Bookly Data to Zoho Campaigns

Zoho Campaigns is a email marketing platform for managing subscribers and campaigns. Getting Bookly appointment into Zoho Campaigns does not require external tools. Advanced Form Integration handles it natively, and this guide covers every step.

Skip the automation middleman

Rather than routing data through a third-party cloud, AFI sends it directly from your WordPress server to email marketing. No task meter, no monthly bill.

What you will need

• A WordPress site with Bookly installed and configured.
• A Zoho Campaigns account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Zoho Campaigns to AFI

Zoho Campaigns uses OAuth 2.0 for authentication. In AFI → Settings → Zoho Campaigns, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Bookly to Zoho Campaigns.

2. Pick your trigger

Select Bookly as the form provider. AFI fires when an appointment is booked, giving you access to customer name, email, phone, service name, staff member, appointment date, and time.

3. Select Zoho Campaigns as the destination

Choose Zoho Campaigns from the platform dropdown and pick Add Subscriber. This adds a subscriber to a Zoho Campaigns list.

4. Map fields

Match each Zoho Campaigns field on the left to the corresponding Bookly field on the right. Common mappings include customer name, email, phone, service name, staff member, appointment date, and time. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Bookly. Check Zoho Campaigns to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps email and name to Zoho Campaigns with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which Bookly events trigger the integration?

AFI fires when an appointment is booked. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Bookly to Zoho Campaigns in minutes.