Integrate ActiveCampaign with Zoho Books

Appy Pie Connect allows you to automate multiple workflows between ActiveCampaign and Zoho Books

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About ActiveCampaign

ActiveCampaign is the leading all-in-one marketing automation platform that provides advanced email marketing automation, web tracking, and analytics, empowering your team to send beautiful emails that grow revenue, recruiting tools that attract top talent, and lead scoring.

About Zoho Books

Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.

Zoho Books Integrations
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Best ActiveCampaign and Zoho Books Integrations

  • ActiveCampaign Integration Zoho Books Integration

    ActiveCampaign + Zoho Books

    Create Contact to Zoho Books from New or Updated Contact in ActiveCampaign Read More...
    Close
    When this happens...
    ActiveCampaign Integration New or Updated Contact
     
    Then do this...
    Zoho Books Integration Create Contact
  • ActiveCampaign Integration Zoho Books Integration

    ActiveCampaign + Zoho Books

    Create Sales Invoice to Zoho Books from New or Updated Contact in ActiveCampaign Read More...
    Close
    When this happens...
    ActiveCampaign Integration New or Updated Contact
     
    Then do this...
    Zoho Books Integration Create Sales Invoice
  • ActiveCampaign Integration Zoho Books Integration

    ActiveCampaign + Zoho Books

    Create Item to Zoho Books from New or Updated Contact in ActiveCampaign Read More...
    Close
    When this happens...
    ActiveCampaign Integration New or Updated Contact
     
    Then do this...
    Zoho Books Integration Create Item
  • ActiveCampaign Integration Zoho Books Integration

    ActiveCampaign + Zoho Books

    Update Contact in Zoho Books when New or Updated Contact is created in ActiveCampaign Read More...
    Close
    When this happens...
    ActiveCampaign Integration New or Updated Contact
     
    Then do this...
    Zoho Books Integration Update Contact
  • ActiveCampaign Integration Zoho Books Integration

    ActiveCampaign + Zoho Books

    Create Contact to Zoho Books from New Contact Note in ActiveCampaign Read More...
    Close
    When this happens...
    ActiveCampaign Integration New Contact Note
     
    Then do this...
    Zoho Books Integration Create Contact
  • ActiveCampaign Integration {{item.actionAppName}} Integration

    ActiveCampaign + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect ActiveCampaign + Zoho Books in easier way

It's easy to connect ActiveCampaign + Zoho Books without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact Note

    Triggers when a new contact note is added.

  • New Updated Account

    Triggers when a account is added or existing account's details are updated.

  • New or Updated Contact

    Triggers when a new contact is added or existing contact's details are updated.

  • New Contact

    Triggers when a new contact is created.

  • New Credit Notes

    Triggers every time a new credit note is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Purchase Order

    Triggers every time a new purchase order is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Sales Order

    Triggers every time a new sales order is created.

    Actions
  • Add Contact Note

    Adds new contact note.

  • Create/Update Contact

    Creates a new contact.

  • Update Contact

    Update an existing contact.

  • Create Bill

    Creates a new bill.

  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Create/Update Contact

    Create and Updates an existing contact.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How ActiveCampaign & Zoho Books Integrations Work

  1. Step 1: Choose ActiveCampaign as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Books as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from ActiveCampaign to Zoho Books.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of ActiveCampaign and Zoho Books

ActiveCampaign is an email marketing software for small and medium sized businesses that allows its users to send professional looking emails, track email opens, click-throughs, unsubscribes, spam complaints, and bounces. The company was founded in 2011 by Jason VandeBoom and Matt Steele. ActiveCampaign is headquartered in Tulsa, Oklahoma. Zoho Books is a cloud-based accounting software which helps small business owners manage their finances and connect with customers.Zoho Books was founded in 2007 by Sridhar Vembu. It is based out of Redwood City, California and has offices in India, UK and Australia.

Integration of ActiveCampaign and Zoho Books

The integration of ActiveCampaign and Zoho Books allows users to create invoices directly from contacts added to ActiveCampaign. When creating an invoice from a contact in Zoho Books, the email address of the contact is automatically added to the To field. This makes it easier for the user to send fplow-up emails after sending an invoice to a client.Users can also add contacts imported from Zoho Books to ActiveCampaign lists or segments. Once added to these lists, the user can then send out targeted campaigns to those clients without having to import them from Zoho Books. For example, if a business wanted to send out a promotional email to clients who have spent more than $500, they would be able to do so by adding clients who spent more than $500 in Zoho Books to a list in ActiveCampaign.To integrate ActiveCampaign and Zoho Books users need to connect their accounts using Appy Pie Connect.

Benefits of Integration of ActiveCampaign and Zoho Books

This integration provides many benefits such as:

  • Users can create invoices from contacts in Zoho Books.
  • They can create segments of contacts in Zoho Books.
  • Users can import contacts added through Zoho Books into lists or segments in ActiveCampaign.
  • Users can create custom fields in ActiveCampaign based on information stored in Zoho Books.
  • Users can integrate multiple campaigns and automate sending out emails using a trigger that connects accounts on ActiveCampaign and Zoho Books.

6. Users can track activity on both platforms, such as sending invoices or creating a segment from contacts added through Zoho Books.C. Conclusion

The integration of ActiveCampaign and Zoho Books simplifies email marketing for small businesses by allowing users to create campaigns and send fplow-up emails faster. This integration also allows users to create segments, advanced segments and scorecards within minutes instead of hours or days. By tracking activity on both platforms, users can stay up to date on how effective their marketing campaigns are. Overall, this integration allows small businesses to save time and use their resources in other areas of the business.

The process to integrate ActiveCampaign and Zoho Books may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.