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.
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 IntegrationsMicrosoft Dynamics CRM + Zoho Books
Create Contact to Zoho Books from New Contact in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + Zoho Books
Create Sales Invoice to Zoho Books from New Contact in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + Zoho Books
Create Item to Zoho Books from New Contact in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + Zoho Books
Update Contact in Zoho Books when New Contact is created in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + Zoho Books
Create Contact to Zoho Books from New Lead in Microsoft Dynamics CRM Read More...It's easy to connect Microsoft Dynamics CRM + Zoho Books without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
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.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
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.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
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.