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  2. Microsoft Dynamics CRM
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  4. Zoho Books

Integrate Microsoft Dynamics CRM with Zoho Books

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Zoho Books

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Microsoft Dynamics CRM Integrations
About Microsoft Dynamics CRM

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 cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.

Zoho Books Integrations
Zoho Books Alternatives

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Best ways to Integrate Microsoft Dynamics CRM + Zoho Books

  • Microsoft Dynamics CRM Integration Zoho Books Integration

    Microsoft Dynamics CRM + Zoho Books

    Create Contact to Zoho Books from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Zoho Books Integration Create Contact
  • Microsoft Dynamics CRM Integration Zoho Books Integration

    Microsoft Dynamics CRM + Zoho Books

    Create Sales Invoice to Zoho Books from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Zoho Books Integration Create Sales Invoice
  • Microsoft Dynamics CRM Integration Zoho Books Integration

    Microsoft Dynamics CRM + Zoho Books

    Create Item to Zoho Books from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Zoho Books Integration Create Item
  • Microsoft Dynamics CRM Integration Zoho Books Integration

    Microsoft Dynamics CRM + Zoho Books

    Update Contact in Zoho Books when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Zoho Books Integration Update Contact
  • Microsoft Dynamics CRM Integration Zoho Books Integration

    Microsoft Dynamics CRM + Zoho Books

    Create Contact to Zoho Books from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Zoho Books Integration Create Contact
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • 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
  • 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 Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • 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 Microsoft Dynamics CRM & Zoho Books Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM 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 Microsoft Dynamics CRM to Zoho Books.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and Zoho Books

  • Zoho Books is an online accounting and business management software that was first launched in 2005. In the same year, Microsoft released its CRM application, which is used to manage customer relationships. Zoho Books and Microsoft Dynamics CRM are both cloud-based applications, so they require a web-browser to operate.
  • Microsoft Dynamics CRM includes three modules. Relationship Management, Marketing, and Sales. Each of these modules focuses on a particular component of the customer relationship lifecycle. Relationship Management provides tops for tracking leads and opportunities, managing contacts, and automating tasks. Marketing gives users the ability to create marketing campaigns and track their results. Sales helps sales teams to keep track of leads, create quotes, send emails, track deals, and create contracts.

  • Integration of Microsoft Dynamics CRM and Zoho Books allows companies to view the key information from each program on one screen. Companies can view sales data from Microsoft Dynamics CRM along with accounting data from Zoho Books. For example, companies can see the revenue generated from sales deals in Microsoft Dynamics CRM accompanied by the profit generated from those sales in Zoho Books.
  • Integration of Microsoft Dynamics CRM and Zoho Books enables businesses to view financial information from multiple angles. This integration also allows users to monitor how well they are performing compared to their goals. It also makes it easier for businesses to manage their finances at a fine level of detail.

    • 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.

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