?>

Integrate Intercom with Zoho Books

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

About Intercom

Intercom is a customer communication platform built for business, used by many businesses from small start-ups to global enterprises. It enables targeted communication with customers on your website, inside your web and mobile apps, and by e-mail.

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 Integration FreshBooks
  • Freshsales Integration Freshsales

Best ways to Integrate Intercom + Zoho Books

  • Intercom Integration Zoho Books Integration

    Intercom + Zoho Books

    Create Contact to Zoho Books from New User in Intercom Read More...
    Close
    When this happens...
    Intercom Integration New User
     
    Then do this...
    Zoho Books Integration Create Contact
  • Intercom Integration Zoho Books Integration

    Intercom + Zoho Books

    Create Sales Invoice to Zoho Books from New User in Intercom Read More...
    Close
    When this happens...
    Intercom Integration New User
     
    Then do this...
    Zoho Books Integration Create Sales Invoice
  • Intercom Integration Zoho Books Integration

    Intercom + Zoho Books

    Create Item to Zoho Books from New User in Intercom Read More...
    Close
    When this happens...
    Intercom Integration New User
     
    Then do this...
    Zoho Books Integration Create Item
  • Intercom Integration Zoho Books Integration

    Intercom + Zoho Books

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

    Intercom + Zoho Books

    Create Contact to Zoho Books from New Conversation in Intercom Read More...
    Close
    When this happens...
    Intercom Integration New Conversation
     
    Then do this...
    Zoho Books Integration Create Contact
  • Intercom Integration {{item.actionAppName}} Integration

    Intercom + {{item.actionAppName}}

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

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

    Triggers
  • New Closed Conversation

    Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).

  • New Conversation

    Triggers when a new conversation is created by a user in Intercom.

  • New Lead

    Triggers when a new Lead is created.

  • New User

    Triggers when a new user is created.

  • 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/Update Lead

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

  • Create/Update User

    Update a user within Intercom given their e-mail address.

  • Send Incoming Message

    Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.

  • 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.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Intercom & Zoho Books Integrations Work

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

    (2 minutes)

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

Integration of Intercom and Zoho Books

  • Intercom? Intercom is a platform that enables businesses to communicate with leads and customers in real-time. It is the most commonly used messaging platform in the world, and has been widely adopted by some of the top brands such as Airbnb, Uber, Slack, Hubspot, Twitter and more. (Zoho)
  • Zoho Books? Zoho Books is cloud accounting software that helps small businesses keep track of their finances. It is designed to be easy to use and affordable. (Zoho)
  • Integration of Intercom and Zoho Books
  • Zoho Books is a cloud accounting software that provides an easy way for small business owners to keep track of their finances. In addition to handling finances, it also features invoicing services. As a cloud accounting software, it makes sense to integrate this platform with Intercom, and it is what Zoho did. Zoho Books’ integration with Intercom gives users the option of adding a “Slack channel” to create notifications for their Slack team. Users can now send emails or create an invoice within Zoho Books, and the relevant information will be shown in Slack so they can work on them from there.

    In addition to sending important information to Slack users, Zoho Books also provides access to their Zoho CRM. Users can create leads or contacts from Slack using Zoho CRM and then monitor these leads or contacts from Zoho Books’ dashboard. This integration works well because both platforms are cloud-based and can be easily integrated.

    Benefits of Integration

    Integrating Intercom and Zoho Books means that businesses can make better use of both platforms and save time in the process. Instead of sending important updates via email or manually entering them into a spreadsheet, users can now send these updates directly to Slack so that they can see them in their own channels. This ensures that everyone sees the same information at the same time without the need for duplicated effort.

    Similarly, it also means that users will not have to switch between different platforms just to get all the information they need. The integration allows users to access Zoho CRM from within Slack, which means no more switching between tabs just to manage leads or contacts.

    Integrating Intercom and Zoho Books means that there is no longer any need for users to get multiple pieces of information from different sources. All vital information will be sent directly to their Slack channels so they can focus on getting things done once their notifications arrive. This integration also helps users avoid the need to switch between different platforms just to get whatever information they need. Overall, integrating Intercom and Zoho Books is an effective top for small businesses that want to work smarter instead of harder.

    The process to integrate Intercom and Zendesk 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.