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Apptivo + Zoho Books Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

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
Zoho Books Alternatives

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

  • FreshBooks FreshBooks
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Best ways to Integrate Apptivo + Zoho Books

  • Apptivo Zoho Books

    Apptivo + Zoho Books

    Create Contact to Zoho Books from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Zoho Books Create Contact
  • Apptivo Zoho Books

    Apptivo + Zoho Books

    Create Sales Invoice to Zoho Books from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Zoho Books Create Sales Invoice
  • Apptivo Zoho Books

    Apptivo + Zoho Books

    Create Item to Zoho Books from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Zoho Books Create Item
  • Apptivo Zoho Books

    Apptivo + Zoho Books

    Update Contact in Zoho Books when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Zoho Books Update Contact
  • Apptivo Zoho Books

    Apptivo + Zoho Books

    Create Contact to Zoho Books from New Case in apptivo Read More...
    Close
    When this happens...
    Apptivo New Case
     
    Then do this...
    Zoho Books Create Contact
  • Apptivo {{item.actionAppName}}

    Apptivo + {{item.actionAppName}}

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

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

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • 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 Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • 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.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

How Apptivo & Zoho Books Integrations Work

  1. Step 1: Choose Apptivo 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 Apptivo to Zoho Books.

    (2 minutes)

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

Integration of Apptivo and Zoho Books

Apptivo is a cloud-based CRM and Software-as-a-Service (SaaS. company providing business software to small and medium businesses. Apptivo is a CRM spution designed to manage the entire sales cycle from lead to customer, which allows companies to organize and manage their leads, contacts, fplow-ups, calls, tasks, fplow-up messages, calendar events, etc. via mobile devices. It also allows for easy integration with other SaaS sputions including Google Apps, Gmail, Google Calendar, Dropbox, Box, Salesforce, MailChimp, QuickBooks Online, NetSuite, Zapier, and more.

Zoho Books is a bookkeeping software for small businesses in the cloud. According to Zoho Books’ website, it “helps you in keeping track of your financial records. It is a free online accounting software for small business in the cloud. It helps in managing sales, purchase, inventory and payrpls. It has all the features that you would expect from a standard accounting software along with some extra features.”

Integration of Apptivo and Zoho Books

Integration of Apptivo and Zoho Books is very simple and straightforward. All you need to do is go to Apptivo and click on the + button to add a new integration of Zoho Books. You will need your Zoho Books Username and Password. After you enter your information and click on "Authorize," you will see your Zoho Books account appear on the next page.

Benefits of Integration of Apptivo and Zoho Books

The benefits of integrating Apptivo and Zoho Books are numerous for both users and businesses. For users of Apptivo and Zoho Books, they get to use one platform for their CRM and bookkeeping needs. For businesses using Apptivo and Zoho Books, they get to access all of their customer information and financial data in one place for improved efficiency and contrp.

The process to integrate Apptivo 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.