Customerly + Zoho Books Integrations
Appy Pie Connect allows you to automate multiple workflows between Customerly and Zoho Books
- No code
- No Credit Card
- Lightning Fast Setup
Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
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 IntegrationsLooking for the Zoho Books Alternatives? Here is the list of top Zoho Books Alternatives
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FreshBooks
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Freshsales
Best ways to Integrate Customerly + Zoho Books
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When this happens...
New Lead
Then do this...
Create Contact
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Customerly + Zoho Books
Create Sales Invoice to Zoho Books from New Lead in Customerly Read More...When this happens...
New Lead
Then do this...
Create Sales Invoice
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When this happens...
New Lead
Then do this...
Create Item
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Customerly + Zoho Books
Update Contact in Zoho Books when New Lead is created in Customerly Read More...When this happens...
New Lead
Then do this...
Update Contact
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When this happens...
New User
Then do this...
Create Contact
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Customerly + Zoho Books without coding knowledge. Start creating your own business flow.
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New Lead
Triggers when a new lead is created.
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New User
Triggers when a new user is created.
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New Contact
Triggers when a new contact is created.
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New Credit Notes
Triggers every time a new credit note is created.
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New Estimate
Triggers every time a new estimate is created.
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New Item
Triggers every time a new item is created.
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New Purchase Order
Triggers every time a new purchase order is created.
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New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
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New Sales Order
Triggers every time a new sales order is created.
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Add User Tag
Attach a tag to an existing user or lead.
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Create or Update Lead
Creates or updates a lead.
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Create or Update User
Creates or updates a new user.
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Create Bill
Creates a new bill.
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Create Contact
Creates a new contact.
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Create Item
Creates a new item.
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Create Sales Invoice
Creates a new sales invoice in Zoho Books.
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Update Contact
Updates an existing contact.
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Update Sales Invoice
Updates an existing invoice in Zoho Books.
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How Customerly & Zoho Books Integrations Work
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Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Zoho Books as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Customerly to Zoho Books.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Customerly and Zoho Books
Customerly
Customerly is a cloud-based customer relationship management (CRM. top for small and mid-size businesses. It helps you manage your customers, leads, and sales growth, but in real time. It’s simple to use, so you can get started and begin selling faster. Customerly is the leading CRM for small businesses.
Zoho Books
Zoho Books is an online accounting software that helps small business owners simplify financial management. With Zoho Books, you can easily track and manage your business finances, and export reports as PDF or Excel format. Features of Zoho Books include invoicing, expenses tracking, free credit card payments, bank reconciliation, and other features.
Integration of Customerly and Zoho Books
Customerly integrates seamlessly with Zoho Books to provide you with real-time access to all customer data, in addition to the ability to create contacts and leads right from the Salesforce platform. This improves your efficiency and reduces the number of steps it takes to complete customer interactions. No more switching between systems!
With this integration, you can:
View full customer profiles within Customerly and update information directly from there.
Create new contacts and leads from Zoho Books and add them to Customerly as leads or contacts.
Capture lead information from Zoho Books on the phone and automatically sync it with Customerly.
Benefits of Integration of Customerly and Zoho Books
Integration of Customerly and Zoho Books allows you to:
Save time with one-click lead creation/update. You can now create/update leads right from Zoho Books without leaving the system. To create a lead from Zoho Books, just go to Contact > New Lead > Create Lead . To update a lead record, just go to Contacts > All Leads and select the lead to update. Update the lead fields you want and click Save Change . The lead will automatically be updated in Customerly.
The process to integrate Customerly 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.
