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Freshworks CRM + Zoho Books Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

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

Looking for the Zoho Books Alternatives? Here is the list of top Zoho Books Alternatives

  • FreshBooks FreshBooks
  • Freshsales Freshsales

Best ways to Integrate Freshworks CRM + Zoho Books

  • Freshworks CRM Zoho Books

    Freshworks CRM + Zoho Books

    Create Contact to Zoho Books from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Zoho Books Create Contact
  • Freshworks CRM Zoho Books

    Freshworks CRM + Zoho Books

    Create Sales Invoice to Zoho Books from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Zoho Books Create Sales Invoice
  • Freshworks CRM Zoho Books

    Freshworks CRM + Zoho Books

    Create Item to Zoho Books from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Zoho Books Create Item
  • Freshworks CRM Zoho Books

    Freshworks CRM + Zoho Books

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

    Freshworks CRM + Zoho Books

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

    Freshworks CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

  • 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 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 Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

  • 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.

How Freshworks CRM & Zoho Books Integrations Work

  1. Step 1: Choose Freshworks 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 Freshworks CRM to Zoho Books.

    (2 minutes)

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

Integration of Freshworks CRM and Zoho Books

Freshworks CRM?

Freshworks is a cloud-based software company based in Mountain View, California. It was founded in 2011 by co-founders Girish Mathrubootham and Shan Krishnasamy. The company develops and sells business management software for sales and marketing operations for small and mid-sized organizations. The company offers multiple cloud-based applications such as Freshsales (Sales), Freshservice (Service), Freshcaller (Call center), Freshchat (Live Chat. and Freshwork (Project Management. It also offers Freshsales (Sales), Freshsales (Sales), Freshservice (Service), Freshcaller (Call center), Freshchat (Live Chat. and Freshwork (Project Management. It also offers Freshworks (CRM.

It claims to serve over 20,000+ companies such as Uber, Airbnb, Yelp, Motorpa, Sony Pictures, Bose, Hilton Worldwide, Nestle, Avon, Tata Motors and Unilever.

Zoho Books?

Zoho Books is an accounting application that offers accounting and invoicing services. The application provides a platform for creating invoices and tracking the payments received from customers. The application allows users to set up recurring invoices. It allows users to generate invoices with custom fields that can be used to track information on the invoice.

Integration of Freshworks CRM and Zoho Books

Integration of Freshworks CRM and Zoho Books can be done using Zapier which is a web automation app that allows users to create ‘zaps’ or connections between various apps. A zap is a connection between two apps that performs a specific task when a trigger occurs. For example a user can create a zap that creates a new customer record whenever a new lead comes into his/her Freshsales account. A Zapier account is required to integrate between Freshworks CRM and Zoho Books. Zapier supports over 750 apps including both paid and free apps. The integration of Freshworks CRM and Zoho Books can be done by fplowing these steps:

  • To set up the integration between Freshworks CRM and Zoho Books, go to Zapier and login with your account. Once logged in go to the ‘Make a Zap’ page and click ‘Make a Zap’ button to start creating your first zap.
  • Now select the apps you want to connect with each other. In this case select ‘Freshworks CRM’ as one app and ‘Zoho Books’ as another app.
  • Then select what you want to do when the trigger occurs. In this case, choose ‘Create an item in Zoho Books’ option.
  • Now select what action should take place when the trigger happens. In this case, choose ‘Create an Invoice’ option.
  • Next, you will see the parameters for this action. The first parameter is called ‘Trigger Field’. This field defines which field should be used as the trigger for the action. Select ‘Is equal to’ radio button and then click on ‘Field Name’ drop down box to select the field name that you want to use as the trigger for the action. Select ‘is equal to’ radio button and then click on ‘Field Name’ drop down box to select the field name that you want to use as the trigger for the action. Select ‘Customer ID’ option from the drop down box.
  • Next you have to specify which value should be used as the condition for the trigger. To do so, select ‘Value’ radio button and then click on ‘Value’ drop down box to enter the value that should be used as the condition for the trigger. Enter “1” in this box since you are expecting only one customer record will be created every time the trigger happens.
  • Finally you have to select which record should be created when there is a match between the condition defined above and the trigger defined earlier in this step. To do so, select “Creates a new Zoho Book Invoice” option from the drop-down list under “Action” cpumn.
  • Click on Save & Finish option at the bottom right corner of the page once you are done defining all parameters for this zap.
  • Your zap has now been configured successfully! The next time you create a new customer record inside your Freshworks CRM account, Zapier will automatically create an invoice inside your Zoho Books account with the details of this new customer record in it!
  • The process to integrate Freshworks 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.