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Salesmate.io + Zoho Books Integrations

Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and Zoho Books

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

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
Zoho Books Alternatives

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

  • FreshBooks FreshBooks
  • Freshsales Freshsales

Best ways to Integrate Salesmate.io + Zoho Books

  • Salesmate.io Zoho Books

    Salesmate.io + Zoho Books

    Create Contact to Zoho Books from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    Zoho Books Create Contact
  • Salesmate.io Zoho Books

    Salesmate.io + Zoho Books

    Create Sales Invoice to Zoho Books from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    Zoho Books Create Sales Invoice
  • Salesmate.io Zoho Books

    Salesmate.io + Zoho Books

    Create Item to Zoho Books from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    Zoho Books Create Item
  • Salesmate.io Zoho Books

    Salesmate.io + Zoho Books

    Update Contact in Zoho Books when New Contact is created in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    Zoho Books Update Contact
  • Salesmate.io Zoho Books

    Salesmate.io + Zoho Books

    Create Contact to Zoho Books from New Company in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Company
     
    Then do this...
    Zoho Books Create Contact
  • Salesmate.io {{item.actionAppName}}

    Salesmate.io + {{item.actionAppName}}

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

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

    Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

  • 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 Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

  • 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.

How Salesmate.io & Zoho Books Integrations Work

  1. Step 1: Choose Salesmate.io 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 Salesmate.io to Zoho Books.

    (2 minutes)

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

Integration of Salesmate.io and Zoho Books

Salesmate.io and Zoho Books are both amazing accounting software’s which can help you to manage your accounting and sales on a day to day basis. Both these software’s can be integrated with each other and this integration will provide you a seamless work experience.

Integration of Salesmate.io and Zoho Books

Salesmate.io is an amazing cloud-based, SaaS ERP software with a very user-friendly interface which offers business owners some amazing features. Alongside the standard accounting features, Salesmate.io also provide some amazing features like order management, inventory management, CRM, payrpl, business intelligence etc.

Zoho Books is also another amazing cloud-based accounting software which provides you an easy way to manage your accounting activities on a day to day basis. It also provides you some amazing features like invoicing, time tracking, expense tracking, budgets and reports etc.

Both these software’s can be integrated with each other and this integration will provide you a seamless work experience. You can integrate Salesmate.io with Zoho Books using Zapier. If you want to get full integration between Salesmate.io and Zoho Books then do use this integration. This integration will let you make payments from Salesmate.io to Zoho Books and vice versa. This integration will also allow you to generate purchase orders in Zoho Books directly from Salesmate.io and it will also allow you to generate quotes in Salesmate.io directly from Zoho Books.

It can be concluded that both these software’s are very useful for small business owners as they will help them to manage their business operations seamlessly.

The process to integrate Salesmate.io 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.