Adding Trigger Buttons to Zoho CRM

For users with the Enterprise or Ultimate edition of Zoho CRM, you can add custom buttons to your CRM modules to launch Scheduler. This provides a seamless and integrated experience for your telephone agents.

When you install the Scheduler for Zoho CRM extension, buttons for Workflow 1 are automatically added to the Leads, Accounts, Contacts, and Deals modules. However, if you create additional workflows, you will need to add the buttons for these workflows manually.

How to Add a Custom Button

To add a custom button to a module in Zoho CRM, follow these steps:

1. Go to Settings > Customisation > Modules and Fields.
2. Select the module you want to add the button to (e.g., Accounts).
3. Click on the Buttons tab and then click Create New Button.
4. Configure the button with the following settings:
   • Action: Select "Invoke a URL".
   • Page: Select "In Record".
   • Position: Select "Details".
   • Layouts: Select the layouts where you want the button to be visible.
   • URL: Enter the URL in the following format: https://app.scheduler.so/search?wf=<WORKFLOW_ID>&recordId=${RecordID}.
     • Replace <WORKFLOW_ID> with the ID of your workflow.
     • Use the appropriate merge field for the record ID (e.g., ${Accounts.Account Id}).
   • Encoding: Select "UTF-8".
   • Disposition: Select "New Window".
   • Access: Choose which user profiles should have access to the button.
5. Click Save.