{"id":4085,"date":"2026-05-29T20:02:54","date_gmt":"2026-05-29T20:02:54","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4085"},"modified":"2026-05-29T20:02:54","modified_gmt":"2026-05-29T20:02:54","slug":"meeting-event-zoho-crm","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/meeting-event-zoho-crm\/","title":{"rendered":"Meeting \/ Event"},"content":{"rendered":"<style>\n.gt-body{font-family:'Poppins',sans-serif;color:#111;line-height:1.75}\n.gt-def{border-left:4px solid #E8650A;padding:16px 20px;background:#fff8f4;border-radius:0 8px 8px 0;margin:0 0 32px;font-size:1.05rem}\n.gt-section{margin:0 0 36px}\n.gt-section h2{font-family:'Fraunces',serif;color:#0A1628;font-size:1.5rem;margin:0 0 12px}\n.gt-example-box{background:#f0f4ff;border-radius:10px;padding:20px 24px;margin:0 0 32px}\n.gt-example-box strong{color:#2563EB}\n.gt-related-pills{display:flex;flex-wrap:wrap;gap:10px;margin:0 0 32px}\n.gt-related-pill{background:#f7f4ef;border:1px solid #ddd8cf;border-radius:20px;padding:6px 16px;font-size:.875rem;color:#0A1628;text-decoration:none}\n.gt-faq-item{border:1px solid #ddd8cf;border-radius:10px;padding:16px 20px;margin:0 0 12px}\n<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">A Meeting (also called an Event) in Zoho CRM is a scheduled calendar activity that records interactions such as demos, calls, or site visits. It can be linked to Leads, Contacts, Accounts, or Deals, giving sales teams a shared view of customer touchpoints.<\/div>\n<div class=\"gt-section\">\n<h2>What is a Meeting in Zoho CRM?<\/h2>\n<p>In Zoho CRM, a Meeting (or Event) is a time-bound <a href=\"https:\/\/aaxonix.com\/resources\/glossary\/activity-zoho-crm\/\" class=\"sp-content-link\">Activity<\/a> that records a scheduled interaction with one or more contacts. Unlike a <a href=\"https:\/\/aaxonix.com\/resources\/glossary\/task-zoho-crm\/\" class=\"sp-content-link\">Task<\/a>, which has only a due date, a Meeting has both a start time and an end time, making it visible on the CRM calendar.<\/p>\n<p>Meetings are created from the Activities module or directly from a Contact, Lead, Account, or Deal record. When created from a record, the meeting is automatically associated with that record, so the full interaction history is visible in one place.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Key Fields<\/h2>\n<p>Every Meeting record includes: Title, Location, Start and End DateTime, Participants (CRM users), Contact\/Lead association, Agenda, and Reminder settings. The &#8220;All Day&#8221; toggle converts the event to a full-day block.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Recurring Meetings<\/h2>\n<p>Zoho CRM supports recurring events &#8211; daily, weekly, monthly, or yearly. This is useful for standing calls like monthly business reviews or weekly pipeline check-ins with a key account.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Industry Example<\/h2>\n<div class=\"gt-example-box\"><strong>Manufacturing:<\/strong> A sales rep at a pump manufacturer logs a Meeting titled &#8220;Site Audit &#8211; Rajkot Plant&#8221; linked to the Deal for a new industrial order. The plant manager is added as an external participant. Post-visit notes are added to the same record, keeping the entire pre-sale interaction auditable.<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Related Terms<\/h2>\n<div class=\"gt-related-pills\">\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/activity-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Activity<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/task-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Task<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/call-log-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Call Log<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/deal-opportunity-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Deal<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/contact-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Contact<\/a>\n<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Frequently Asked Questions<\/h2>\n<div class=\"gt-faq-item\"><strong>What is a Meeting in Zoho CRM?<\/strong><\/p>\n<p>A Meeting (also called an Event) in Zoho CRM is a scheduled calendar activity that records interactions such as demos, calls, or site visits. It can be linked to Leads, Contacts, Accounts, or Deals, giving sales teams a shared view of customer touchpoints.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>What is the difference between a Task and a Meeting in Zoho CRM?<\/strong><\/p>\n<p>A Task is a to-do item with a due date and no defined duration. A Meeting (Event) has a start time and end time and appears on the calendar. Use Tasks for follow-ups; use Meetings for scheduled interactions.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>Can I invite external participants to a Meeting in Zoho CRM?<\/strong><\/p>\n<p>Yes. You can add CRM users as participants and also enter external email addresses. Zoho CRM can send calendar invites to those participants automatically.<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A Meeting (also called an Event) in Zoho CRM is a scheduled calendar activity that records interactions such as demos, calls, or site visits. It can be linked to Leads, Contacts, Accounts, or Deals, giving sales teams a shared view of customer touchpoints.<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Meeting \/ Event | Zoho CRM Glossary","seo_description":"A Meeting (also called an Event) in Zoho CRM is a scheduled calendar activity that records interactions such as demos, calls, or site visits. It can be lin","seo_keyword":"meeting event zoho crm","seo_faqs":"[{\"q\": \"What is a Meeting in Zoho CRM?\", \"a\": \"A Meeting (also called an Event) in Zoho CRM is a scheduled calendar activity that records interactions such as demos, calls, or site visits. It can be linked to Leads, Contacts, Accounts, or Deals, giving sales teams a shared view of customer touchpoints.\"}, {\"q\": \"Difference between Task and Meeting in Zoho CRM?\", \"a\": \"A Task has a due date and no duration. A Meeting has start and end times and appears on the CRM calendar. Tasks are for follow-ups; Meetings are for scheduled interactions.\"}]","term_type":"Business","glossary_related":"","glossary_links":""},"glossary_category":[1238],"class_list":["post-4085","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-crm"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/4085","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=4085"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=4085"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}