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.
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
Intercom + Zoho BooksCreate Sales Invoice to Zoho Books from New User in Intercom Read More...
Intercom + Zoho BooksUpdate Contact in Zoho Books when New User is created in Intercom Read More...
Intercom + Zoho BooksCreate Contact to Zoho Books from New Conversation in Intercom Read More...
It's easy to connect Intercom + Zoho Books without coding knowledge. Start creating your own business flow.
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).
Triggers when a new conversation is created by a user in Intercom.
Triggers when a new Lead is created.
Triggers when a new user is created.
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.
Create or update an Intercom lead. If an ID is provided, the lead will be updated.
Update a user within Intercom given their e-mail address.
Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.
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.
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.
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