Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
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
Salesforce + Zoho BooksCreate Sales Invoice to Zoho Books from New Lead in Salesforce Read More...
Salesforce + Zoho BooksUpdate Contact in Zoho Books when New Lead is created in Salesforce Read More...
Salesforce + Zoho BooksCreate Contact to Zoho Books from New Contact in Salesforce Read More...
It's easy to connect Salesforce + Zoho Books without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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 a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Creates a new bill.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Create and Updates an existing contact.
Updates an existing contact.
Updates an existing invoice in Zoho Books.
Salesforce is a successful global enterprise software company that provides cloud computing, customer relationship management (CRM. applications, and other business productivity tops to companies. It provides its services through apps, websites, and mobile devices. The company’s apps can be accessed with a desktop, tablet or phone through an internet connection. The company is headquartered in San Francisco, California, and has offices in Europe, Asia, and Australia. Salesforce was founded by Parker Harris and Marc Benioff in 1999 and was the first company to come up with a complete on-demand CRM spution. In 2013 the company had more than 4,100 employees working across 15 regions.
Salesforce’s Sales Cloud helps companies manage their sales processes. The Customer Service Cloud allows companies to communicate better with customers. Salesforce’s Service Cloud helps companies improve customer service by providing access to real-time information about their customers. The company also provides its own social media platform called Chatter and a marketing automation top called Pardot.
Zoho Books is a cloud-based accounting software that allows businesses to manage their finances and financial information in one place without the need for extra hardware or software. Its features include invoicing, expenses tracking, time tracking, bank reconciliation and payments. It is integrated with Google Apps and Dropbox and can be accessed from any device with an internet connection. Zoho Books is a popular small business accounting software that is used by over 100,000 businesses worldwide.
The process to integrate Salesforce 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.