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Customerly + Zoho Books Integrations

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

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About Customerly

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 Integrations
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Best ways to Integrate Customerly + Zoho Books

  • Customerly Zoho Books

    Customerly + Zoho Books

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

    Customerly + Zoho Books

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

    Customerly + Zoho Books

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

    Customerly + Zoho Books

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

    Customerly + Zoho Books

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

    Customerly + {{item.actionAppName}}

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

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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 User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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.

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

How Customerly & Zoho Books Integrations Work

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

    (2 minutes)

  6. 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.