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.
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
Customerly + Zoho BooksCreate Sales Invoice to Zoho Books from New Lead in Customerly Read More...
Customerly + Zoho BooksUpdate Contact in Zoho Books when New Lead is created in Customerly Read More...
It's easy to connect Customerly + Zoho Books without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created.
Triggers when a new user is created.
Triggers when a new contact is created.
Triggers every time a new credit note is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers every time a new purchase order is created.
Triggers on a new sales invoice in Zoho Books.
Triggers every time a new sales order is created.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Creates a new bill.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Updates an existing invoice in Zoho Books.
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 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.
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.
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.