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Integrate Klaviyo with Zoho Books

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

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About Klaviyo

Klaviyo is the all-in-one email marketing platform for eCommerce. This tool has everything you need to run marketing campaigns and stay in touch with customers.

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
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Best ways to Integrate Klaviyo + Zoho Books

  • Klaviyo Integration Zoho Books Integration

    Klaviyo + Zoho Books

    Create Contact to Zoho Books from New Event in Klaviyo Read More...
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    When this happens...
    Klaviyo Integration New Event
     
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    Zoho Books Integration Create Contact
  • Klaviyo Integration Zoho Books Integration

    Klaviyo + Zoho Books

    Create Sales Invoice to Zoho Books from New Event in Klaviyo Read More...
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    Zoho Books Integration Create Sales Invoice
  • Klaviyo Integration Zoho Books Integration

    Klaviyo + Zoho Books

    Create Item to Zoho Books from New Event in Klaviyo Read More...
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    When this happens...
    Klaviyo Integration New Event
     
    Then do this...
    Zoho Books Integration Create Item
  • Klaviyo Integration Zoho Books Integration

    Klaviyo + Zoho Books

    Update Contact in Zoho Books when New Event is created in Klaviyo Read More...
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    When this happens...
    Klaviyo Integration New Event
     
    Then do this...
    Zoho Books Integration Update Contact
  • Klaviyo Integration Zoho Books Integration

    Klaviyo + Zoho Books

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

    Klaviyo + {{item.actionAppName}}

    {{item.message}} Read More...
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    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Klaviyo + Zoho Books in easier way

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

    Triggers
  • New Event

    Triggers on a new event for any metric.

  • New Member

    Creates a member.

  • 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
  • Add Members

    Creates a member.

  • Add Subscriber

    Adds a new subscriber to a list you specify. Profiles are single or double opted in based on the list's settings.

  • Update Subscriber

    Updates an existing subscriber.

  • 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 Klaviyo & Zoho Books Integrations Work

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

    (2 minutes)

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

Integration of Klaviyo and Zoho Books

Klaviyo is a marketing automation top that helps e-commerce merchants to connect with its customers and build a strong customer relationship. Klaviyo provides various services like email, Facebook messenger, Instagram, Google Analytics, etc. Zoho Books is an online accounting software that helps small and medium businesses to manage their invoicing, accounting, and payrpl.

Klaviyo and Zoho Books integration is a useful combination of both the platforms. It can help you to automate your business processes and increase the productivity by automating day-to-day activities.

This integration can be achieved by connecting Klaviyo account to Zoho Books account. Let us now discuss how to integrate Klaviyo and Zoho Books account.

Integration of Klaviyo and Zoho Books is easy to achieve with the help of Zapier. Zapier allows you to connect any two apps that are supported on Zapier. Hence, multiple app integrations are easily achievable when you use Zapier. Let us now discuss how to integrate Klaviyo and Zoho Books account in two steps:

Step 1. Create a free account on Zapier here and connect your Klaviyo account and Zoho Books account on Zapier.

Step 2. Now select Klaviyo as Trigger Channel and Zoho Books as Action Channel. Now you have to create two different sets of actions for each channel.

For Klaviyo channel:

  • In the first step, you need to select the type of triggers you want to use for your account. You can choose any trigger that suits your requirements from the list.
  • In the second step, you need to select the options in which you want to create the action of trigger. The actions include Mail, SMS & Text message, Facebook Messenger, Slack, Twitter, etc. You can choose any action that suits your requirements from the list.
  • In the third step, you need to select the destination for your action. You can select any destination for your action from the list. The option includes your own email address or any other email address. For instance, if you want to receive an email from Zoho Books after successfully integrating Klaviyo and Zoho Books account then you need to choose your email address as the destination for your action. If you want to receive an SMS message from Zoho Books after successfully integrating Klaviyo and Zoho Books account then you need to choose your cell phone number as the destination for your action. Similarly, if you want to send an SMS message to someone via Slack after successfully integrating Klaviyo and Zoho Books account then you need to choose Slack as the destination for your action.
  • In the fourth step, you need to select the format of data/content that needs to be sent through the action created for the trigger. You can either send plain text or rich text data via this action created for trigger channel.
  • In the fifth step, provide all the required details related to the action created for trigger channel.
  • For Zoho Books channel:

  • In the first step, you need to select the type of triggers you want to use for your account. You can choose any trigger that suits your requirements from the list.
  • In the second step, you need to select the options in which you want to create the action of trigger. The actions include Mail, SMS & Text message, Facebook Messenger, Slack, Twitter, etc. You can choose any action that suits your requirements from the list.
  • In the third step, you need to select the destination for your action. You can select any destination for your action from the list. The option includes your own email address or any other email address. For instance, if you want to receive an email from Klaviyo after successfully integrating Klaviyo and Zoho Books account then you need to choose your email address as the destination for your action. If you want to receive an SMS message from Klaviyo after successfully integrating Klaviyo and Zoho Books account then you need to choose your cell phone number as the destination for your action. Similarly, if you want to send an SMS message to someone via Slack after successfully integrating Klaviyo and Zoho Books account then you need to choose Slack as the destination for your action.
  • In the fourth step, you need to select the format of data/content that needs to be sent through the action created for the trigger. You can either send plain text or rich text data via this action created for action channel.
  • In the fifth step, provide all the required details related to the action created for action channel.
  • The process to integrate Klaviyo and YouTube 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.