Integrate Salesforce with Zoho Books

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

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About Salesforce

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.

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 Salesforce and Zoho Books Integrations

  • Salesforce Integration Zoho Books Integration

    Salesforce + Zoho Books

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

    Salesforce + Zoho Books

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

    Salesforce + Zoho Books

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

    Salesforce + Zoho Books

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

    Salesforce + Zoho Books

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

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) 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 Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • 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 Salesforce & Zoho Books Integrations Work

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

    (2 minutes)

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

Integration of Salesforce and Zoho Books

Salesforce

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

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.