Using Custom Buttons and URLs
A guide to the different ways of launching Scheduler.
Using Custom Buttons and URLs
While most users will launch Scheduler using the pre-configured custom buttons or the Chrome extension, it can be helpful to understand the underlying URL patterns that are used to trigger the application.
There are two main URL patterns that are used, depending on how you are launching Scheduler:
-
Workflow-based Pattern: This pattern is used when you are launching Scheduler from a custom button in the Enterprise or Ultimate editions of Zoho CRM. The URL includes the workflow ID, which tells Scheduler which configuration to use.
https://app.scheduler.so/search?wf=<WORKFLOW_ID>&recordId=<CRM_RECORD_ID> -
Module-based Pattern: This pattern is used when you are launching Scheduler from the Chrome extension. The URL does not need to include the workflow ID, as the extension is able to determine the correct context from the page you are viewing.
https://app.scheduler.so/search?recordId=<CRM_RECORD_ID>
Your telephone agents do not need to remember these URL patterns. The custom buttons and the Chrome extension are designed to handle the URL creation automatically, providing a seamless and user-friendly experience.
As an administrator, you can add additional custom buttons to any of the supported modules in Zoho CRM (Leads, Contacts, Accounts, Deals) as needed. Simply follow the instructions for creating a new button and use the appropriate merge tokens for the record ID.