Microsoft Dynamics CRM + Zoho Books Integrations
Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Zoho Books
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
About Zoho Books
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 IntegrationsLooking for the Zoho Books Alternatives? Here is the list of top Zoho Books Alternatives
-
FreshBooks
-
Freshsales
Best ways to Integrate Microsoft Dynamics CRM + Zoho Books
-
Microsoft Dynamics CRM + Zoho Books
Create Contact to Zoho Books from New Contact in Microsoft Dynamics CRM Read More...When this happens...
New Contact
Then do this...
Create Contact
-
Microsoft Dynamics CRM + Zoho Books
Create Sales Invoice to Zoho Books from New Contact in Microsoft Dynamics CRM Read More...When this happens...
New Contact
Then do this...
Create Sales Invoice
-
Microsoft Dynamics CRM + Zoho Books
Create Item to Zoho Books from New Contact in Microsoft Dynamics CRM Read More...When this happens...
New Contact
Then do this...
Create Item
-
Microsoft Dynamics CRM + Zoho Books
Update Contact in Zoho Books when New Contact is created in Microsoft Dynamics CRM Read More...When this happens...
New Contact
Then do this...
Update Contact
-
Microsoft Dynamics CRM + Zoho Books
Create Contact to Zoho Books from New Lead in Microsoft Dynamics CRM Read More...When this happens...
New Lead
Then do this...
Create Contact
-
When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Microsoft Dynamics CRM + Zoho Books without coding knowledge. Start creating your own business flow.
-
New Account
Triggers when a new account is created.
-
New Case
Triggers when a new case is created.
-
New Contact
Triggers when a new contact is created.
-
New Invoice
Triggers when a new invoice is created.
-
New Lead
Triggers when a new lead is created.
-
Updated Lead
Triggers when a lead is updated.
-
New Contact
Triggers when a new contact is created.
-
New Estimate
Triggers every time a new estimate is created.
-
New Item
Triggers every time a new item is created.
-
New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
-
Create Account
Creates a new account.
-
Create Case
Creates a new case.
-
Create Contact
Creates a new contact.
-
Create Lead
Creates a new lead.
-
Create Opportunity
Creates a new Opportunity.
-
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.
How Microsoft Dynamics CRM & Zoho Books Integrations Work
-
Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Zoho Books as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Microsoft Dynamics CRM to Zoho Books.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Microsoft Dynamics CRM and Zoho Books
The process to integrate Microsoft Dynamics CRM 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.
