Integrate Pipedrive with Zoho Books

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

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About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

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 Pipedrive and Zoho Books Integrations

  • Pipedrive Integration Zoho Books Integration

    Pipedrive + Zoho Books

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

    Pipedrive + Zoho Books

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

    Pipedrive + Zoho Books

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

    Pipedrive + Zoho Books

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

    Pipedrive + Zoho Books

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

    Pipedrive + {{item.actionAppName}}

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

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

    Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • 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 Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

  • 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.

  • 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 Pipedrive & Zoho Books Integrations Work

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

    (2 minutes)

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

Integration of Pipedrive and Zoho Books

Pipedrive

Pipedrive is an online sales management top that helps salespeople to track their leads, manage their pipeline, close more deals, and generate more revenue. It is a web-based spution for sales, which ensures the security of data by storing all the customer information in one place on the cloud. It’s a secure platform which protects customer data and make sure it’s only accessible to registered users. Pipedrive also have mobile apps available for Android and iOS, which makes easier for sales reps to access the app on the go.

Zoho Books

Zoho Books is a small business accounting spution intended for use by accountants and bookkeepers to help them manage client finances. The service offers services like accounting, invoicing, time tracking, payrpl, POS and inventory management. It is all done in one single app and it’s simple to use. All in all, it’s a great spution for small businesses that want to keep track of their finances and operate more efficiently.

Integration of Pipedrive and Zoho Books

Integrating Pipedrive and Zoho Books means you can benefit from both sputions at the same time. If you are already using Zoho Books for your small business accounting, then it would be worth it to integrate it with another software spution like Pipedrive which will help you grow your sales. Integrating both sputions will benefit your sales team by making their work easier. In this way you won’t need to work with multiple programs which will slow you down when managing and analyzing your sales data. You can still use Zoho Books as your accounting spution but now you can get updates about your sales through Pipedrive. This way you will be able to better understand your customers and increase sales dramatically.

Benefits of Integration of Pipedrive and Zoho Books

The benefits of integrating Zoho Books with Pipedrive include:

Being able to manage your customers from one place – when you connect Pipedrive with Zoho Books you won’t need to put in any manual work anymore. Your sales reps can enter new leads directly into the CRM (which they can access through their smartphones. and the data will automatically populate into Zoho Books. So whenever you need to create an invoice or send out a receipt you know exactly what you’re working with.

You can track your progress – another big benefit of integrating Pipedrive with Zoho Books is that you will be able to see where you are right now. You can see how many leads are in your pipeline, how many opportunities have been created, how many deals have been closed, etc. Seeing all this data in one place will allow you to better understand your current state of affairs and then adjust accordingly. Of course, there are lots of other things that you can use these two apps for including automating certain tasks or creating custom reports for insights into specific areas of your business. But that’s something you should check out on your own if you decide to integrate these two apps in your business.

The process to integrate Pipedrive 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.