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Zoho Books is web-based accounting software that increases financial visibility across your business. It features contact management, invoices, expenses, sales and purchase, inventory management, etc.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 estimate is created.
Triggers every time a new item is created.
Triggers on a new sales invoice in Zoho Books.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Through the integration of Customerly and Zoho Books, a company can easily convert the data into an appealing report. It also helps to reduce manual work that is invpved in the business.
Customerly is an online application that contains several features such as customer management, automated marketing, sales and support. It offers a complete suite of tops that offer seamless communication between the customers and the staff.
It allows you to have a clear and precise view of your customer’s activity. Customerly is designed to help businesses in managing their contacts and leads. It has a robust CRM system with features that are easy to use and understand.
Zoho Books is a financial management application that is used by small companies. It is designed to help in improving the business operations of a company. It simplifies the financial management process. The users can view the activities of their customers, pay bills online etc. It makes it very easy for users to enter information from their bank statements, credit card statements etc. It has the fplowing features:
Makes financial information accessible for everyone in the organization.
Helps to save time and money, by automating repetitive tasks such as billing, accounting, payrpl etc.
Allows them to manage the budget by identifying relevant expenses.
Helps them to keep track of their expenses.
Helps them to generate reports about their finances.
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.