Integrate Agile CRM with Zoho Books

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About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

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.

Want to explore Agile CRM + Zoho Books quick connects for faster integration? Here’s our list of the best Agile CRM + Zoho Books quick connects.

Explore quick connects

Looking for the Zoho Books Alternatives? Here is the list of top Zoho Books Alternatives

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Connect Agile CRM + Zoho Books in easier way

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

  • Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • 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 Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • 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.

  • Delete Invoice

    Delete an existing Invoice.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

How Agile CRM & Zoho Books Integrations Work

  1. Step 1: Choose Agile CRM 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 Agile CRM to Zoho Books.

    (2 minutes)

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

Integration of Agile CRM and Zoho Books

In this article, I will discuss Agile CRM and Zoho Books integration. Also, I will highlight the benefits of integration of these two products.

Agile CRM and Zoho Books are two very useful applications for businesses, especially those that offer services to clients. For example, a company that offers bookkeeping services can use Agile CRM to manage their client’s data in an organized and convenient way. Zoho Books is the software component of Zoho Office Suite, which is used by small- and mid-sized businesses for accounting purposes.

Zoho Books offers a wide range of capabilities that make it suitable for any type of business. It allows keeping track of payments received, making payments, managing expenses, tracking inventory and analyzing profit and loss. In addition, the program enables clients to access their financial reports from any location using a web browser.

    Integration of Agile CRM and Zoho Books

Integration of Agile CRM and Zoho Books is helpful in many ways. The first important point is that it allows users to take advantage of the full-featured functionality of both products. For example, Agile CRM provides features such as lead management, pipeline management, sales forecasting, competitive intelligence, etc. Zoho Books provides reports and tools for financial analysis, but lack some other essential components like lead management or pipeline management. However, these features are available in Agile CRM, so if you integrate the two systems together, you get more powerful tools for your business.Another benefit that comes with integration is streamlined data flow between Agile CRM and Zoho Books. Users can easily import information from one product into the other using a CSV file or API. This way you can avoid manual copying of data and save time.The third benefit is integration means no need to install multiple programs on your computer. This saves space on your hard drive and makes it easier to keep track of installed software.Also, integration means that you don’t have to spend money for additional hardware. You can use existing computers for running both applications smoothly.

    What is Agile CRM?

Agile CRM is a comprehensive solution for managing sales processes in small and mid-sized businesses. The program is based on an open source platform called SugarCRM which was created by a US company called SugarCRM Inc.The major features that come with Agile CRM include email marketing, calendar management, lead management, social media management, etc. The program also includes a mobile app for Android devices and iPhone. Using this app users can access their contacts’ information on the go. Nowadays most people use their smartphones to access the Internet; therefore this feature becomes quite useful. Besides, there is a Chrome extension for Agile CRM that allows users to stay connected with their client database on any device with an Internet connection (PC, laptop, smartphone or tablet.

    What is Zoho Books?

Zoho Books is an accounting software package developed by a company called Zoho Corp based in California, US. Zoho Corporation is a network of companies working in different areas like e-commerce, ERP (enterprise resource planning), online communication solutions or productivity suites for businesses and individuals. Zoho Corporation has offices in countries like India, Ireland, Indonesia, Malaysia, Singapore, Thailand, Philippines and Vietnam etc. Now let’s see what Zoho Book has to offer for its customers.Reports and Analysis Tools – The reports module allows users to create custom reports or choose from predefined ones like Profit & Loss Statement (P&L. or balance sheets. Also, there

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

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm