Integrate pipelinedeals with Zoho Books

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Heart

20 Million work hours saved

Award Winning App Integration Platform

About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

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 pipelinedeals + Zoho Books quick connects for faster integration? Here’s our list of the best pipelinedeals + Zoho Books quick connects.

Explore quick connects

Looking for the Zoho Books Alternatives? Here is the list of top Zoho Books Alternatives

  • FreshBooks Integration FreshBooks
  • Freshsales Integration Freshsales
Connect pipelinedeals + Zoho Books in easier way

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

  • Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • 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 associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • 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.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

How pipelinedeals & Zoho Books Integrations Work

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

    (2 minutes)

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

Integration of pipelinedeals and Zoho Books

pipelinedeals

Pipelinedeals is a business management software that is used for managing and running small and large businesses. It helps the users by providing them with real-time information about their business, helps them take wise decisions based on the data and helps them track each and every transaction being conducted in their business. It also helps them keep a record of both their income and expenditure. Pipelinedeals has more than one million users in over 160 countries all over the world. In fact, it is one of the largest online accounting softwares. The company has offices in India and South Africa.

Zoho Books

Zoho Books is now a part of a larger business management software known as Zoho Office Suite. Zoho Books is meant for small scale businesses, especially those whose transactions are less than Rs 10 lakhs per annum. It is an online accounting software that helps you manage your finances as well as your sales and purchases of your business. You can use it to keep track of your cash flow and take wise decisions based on the data provided to you. It also helps you keep a record of all your transactions, sends you e-mails to inform you about the same and more. It is easy to use, provides accurate information and does not cost much either. Zoho Books is easy to install, simple to maintain and easily accessible from any computer or mobile phone too.

Integration of pipelinedeals and Zoho Books

Both pipelinedeals and Zoho Books are very popular among small scale businesses. Both provide information about a business in real time to its users. Both help them make wise decisions based on the data provided to them by these softwares. Both are very useful to small scale businesses because they help them keep a record of their finances and hence help them maintain a balance between their income and expenditure, which is very important for any business wanting to grow big. They also help these small scale businesses manage their transactions effectively and hence help them save money as well as time. Pipelinedeals is integrated with Zoho Books, which means that the users of Zoho Books can directly import their data into pipelinedeals, which makes it easier for them to use both softwares at the same time and make better use of the services provided by both these softwares.

Benefits of Integration of pipelinedeals and Zoho Books

Importing financial data from Zoho Books into pipelinedeals makes it easier for users to manage their finances from one place itself rather than from two different places. It also helps them save time by ensuring that they do not need to maintain two different accounts at the same time. Moreover, when this integration helps users manage both their sales as well as purchases from one place, it becomes easier for them to keep track of what they are selling as well as what they are buying, which helps them make better decisions regarding the same. Being able to import financial data directly into pipelinedeals makes it easy for users to create reports very quickly, since they do not have to manually enter in all the data again. This increases the efficiency of their work as well as makes it easier for them to manage their finances without any problems whatsoever. Importing financial data from Zoho Books into pipelinedeals also saves storage space on their computers because they do not have to maintain duplicate copies of the data there.

The process to integrate pipelinedeals 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 November 09,2022 06:11 pm