How do I build an integrated enquiry and booking system using Wix and Zoho?
How to Build an Integrated Enquiry and Booking System: Wix + Zoho Complete Guide
Introduction: The Challenge of Disconnected Systems
Running a service-based business often involves multiple platforms, leading to missed opportunities and frustrated customers. This guide shows how to achieve seamless integration using Wix and Zoho.
- Three proven approaches to integrate Wix with Zoho
- Step-by-step implementation for lead capture and booking automation
- Scaling strategies for multi-team operations
- Common pitfalls and how to avoid them
The Problem: Why Most Businesses Struggle with Integration
Core System Requirements
- Lead capture on your website through enquiry forms
- Online booking/scheduling for consultations and assessments
- CRM system to store and progress leads through your sales pipeline
- Automation for notifications, assignments, and follow-ups
- Payment processing for deposits and invoicing
- Analytics to track sources and conversion rates
Key Integration Challenges
- Avoiding duplicate systems
- Ensuring mobile responsiveness
- Preventing calendar conflicts
- Customizing data models
- Maintaining email deliverability
- Ensuring GDPR compliance
- Planning for scalability
Three Proven Integration Approaches (Ranked by Effectiveness)
Approach 1: Zoho-First Stack (Recommended)
Best for: Businesses wanting maximum integration and long-term scalability
This approach uses Zoho Forms for enquiries and Zoho Bookings for scheduling, both embedded directly into your Wix site. Everything syncs automatically with Zoho CRM through native integrations.
Approach 2: Wix-Native with Zoho Bridge
Best for: Businesses heavily invested in Wix's native features
This keeps Wix Forms and Wix Bookings on your site while using automation tools like Make.com to push data into Zoho CRM.
Approach 3: Hybrid with Third-Party Booking
Best for: Quick MVP launches or businesses with existing Calendly setups
Uses Zoho Forms for lead capture while leveraging Calendly or similar tools for booking, connected via automation platforms.
Detailed Implementation: Zoho-First Approach
Phase 1: Foundation Setup
1. Choose Your Licensing Strategy
For most service businesses, Zoho One provides the best value when you need CRM, Bookings, Forms, Sign, and Books.
2. Configure Email Deliverability
Before launching any automation, verify your domain and configure SPF/DKIM records. Add the required DNS records through your Wix domain management panel.
Phase 2: CRM Configuration
Custom Fields for Service Businesses
- Lead Module: Service Type, Property Type, Address
- Deal Module: Assessment Type, Estimated Fee
- Contact/Account: Separate handling for individual vs commercial clients
Phase 3: Form and Booking Integration
Zoho Forms Setup
- Build enquiry forms with conditional logic
- Enable CAPTCHA and anti-spam measures
- Configure hidden fields to capture UTM parameters
Zoho Bookings Configuration
- Define your services with accurate durations
- Connect staff calendars for 2-way synchronization
- Configure confirmation emails and reminders
Phase 4: Automation Workflows
- New Booking: Create/update contact, generate calendar event
- Pre-Appointment: Send reminder emails 24-48 hours before
- Post-Appointment: Trigger follow-up sequences
Phase 5: Payment and Documentation
Payment Integration
Collect deposits at booking time through Zoho Bookings' integrated payment processing.
Document Management
Use Zoho Sign for service agreements and store completed reports in your CRM.