Integrate Gmail with Zoho Books

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

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About Gmail

Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.

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.

Want to explore Gmail + Zoho Books quick connects for faster integration? Here’s our list of the best Gmail + Zoho Books quick connects.

Explore quick connects

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Connect Gmail + Zoho Books in easier way

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

  • Triggers
  • New Attachment

    Triggers whenever a new attachment is received (trigger is initiated once per attachment).

  • New Email

    Triggers when a new e-mail appears in the specified mailbox.

  • New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

  • New Labeled Email

    Triggers when you receive a new email in a label.

  • New Starred Email

    Triggers everytime you receive a new email and Starmark it within two days.

  • New Thread

    Triggers every time a new thread starts.

  • 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 Draft

    Draft a new email message(but don't send).

  • Create Label

    Creates a new label.

  • Send Email

    Draft a new email message & send it.

  • 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.

  • Create/Update Contact

    Create and Updates an existing contact.

  • Delete Invoice

    Delete an existing Invoice.

  • Mark Invoice as Paid

    Mark Invoice as Paid

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

How Gmail & Zoho Books Integrations Work

  1. Step 1: Choose Gmail 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 Gmail to Zoho Books.

    (2 minutes)

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

Integration of Gmail and Zoho Books

Email is the most important form of communication in the modern world. Many people use it everyday to communicate with clients, customers, and cpleagues. Zoho Books is an online application that allows users to manage their accounts, send invoices, track expenses and other financial data. Gmail is a free webmail service provided by Google. It consists of storage for email, contacts, and calendars.

Zoho Books and Gmail can be integrated to produce better results in business. Gmail is used as a platform for sending emails. Google Mail is a very powerful top for sending and receiving emails. It is used by more than 400 million users worldwide. Gmail has so many features that anyone can benefit from its integration with any other program. It has a large capacity for storing data, but still it operates very quickly. Google Mail is considered one of the most popular email services on the Internet. Its features make it easy to work with large amounts of data. Zoho Books also provides a comprehensive set of tops for managing accounts, invoices, contacts, payments, etc. One of its most interesting features is the ability to integrate with Google Apps like Google Docs, Google Calendar, etc. This means that it will be possible to create documents, appointments or tasks directly from Zoho Books. The integration of both programs means that you can create new contacts or appointments directly from your emails. This way all the necessary information will be stored in one place – the email account. The Gmail-Zoho Books integration was introduced at the end of 2011, but it is still not widely used among users. Most of them do not even know about this possibility, which is why we need to raise awareness about this process and tell our readers about it.

It is worth saying once again that Gmail and Zoho Books can be integrated for better business management. Gmail is a powerful top for sending and receiving emails and Zoho Books is an application for managing finance and accounting affairs. We hope that this article will help our readers better understand how they can benefit from using these two programs together.

The process to integrate Gmail 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm