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Zendesk + Zoho Books Integrations

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

  • No code
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  • Lightning Fast Setup
About Zendesk

Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.

About Zoho Books

Zoho Books is web-based accounting software that increases financial visibility across your business. It features contact management, invoices, expenses, sales and purchase, inventory management, etc.

Zoho Books Integrations
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Best ways to Integrate Zendesk + Zoho Books

  • Zendesk Zoho Books

    Zendesk + Zoho Books

    Create Contact to Zoho Books from New User in Zendesk Read More...
    Close
    When this happens...
    Zendesk New User
     
    Then do this...
    Zoho Books Create Contact
  • Zendesk Zoho Books

    Zendesk + Zoho Books

    Create Sales Invoice to Zoho Books from New User in Zendesk Read More...
    Close
    When this happens...
    Zendesk New User
     
    Then do this...
    Zoho Books Create Sales Invoice
  • Zendesk Zoho Books

    Zendesk + Zoho Books

    Create Item to Zoho Books from New User in Zendesk Read More...
    Close
    When this happens...
    Zendesk New User
     
    Then do this...
    Zoho Books Create Item
  • Zendesk Zoho Books

    Zendesk + Zoho Books

    Update Contact in Zoho Books when New User is created in Zendesk Read More...
    Close
    When this happens...
    Zendesk New User
     
    Then do this...
    Zoho Books Update Contact
  • Zendesk Zoho Books

    Zendesk + Zoho Books

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

    Zendesk + {{item.actionAppName}}

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

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

    Triggers
  • New Group

    Triggers every time a new group is created in Zendesk.

  • New Organization

    Triggers once a new organization is added to Zendesk.

  • New Ticket

    Triggers every time a new ticket is added to a view.

  • New User

    Triggers when a new user is created in Zendesk.

  • Updated Ticket

    Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).

  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

    Actions
  • Create Organization

    Create a new organization.

  • Create Ticket

    Create a new ticket.

  • Create User

    Create a new user.

  • Update Organization

    Update an existing organization.

  • Update Ticket

    Modify an existing ticket status or add comments.

  • Update User

    Modify an existing user.

  • 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.

How Zendesk & Zoho Books Integrations Work

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

    (2 minutes)

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

Integration of Zendesk and Zoho Books

Preliminary observations:

Zendesk and Zoho Books are cloud based applications that help businesses manage their customer relationships and provide a clear view of all their interactions.

Zendesk is used by many small and large organizations around the world for a wide range of customer service tasks, including ticketing, live chat, and support calls.

Zoho Books provides accounting and other business intelligence sputions for small businesses to manage accounting, bookkeeping, invoicing, inventory management, sales analysis, and more.

Integration of Zendesk and Zoho Books

Zendesk has a strong focus on providing a comprehensive view of the customer relationship with tops such as ticketing, live chat, and phone support.

Zoho Books provides customers with a complete back-office spution to manage accounting, invoicing, inventory management, sales analysis, and more.

Combining these two applications into a single spution significantly expands what’s possible for organizations. In addition to ticketing, live chat, and phone support, Zoho Books can be integrated with Zendesk to offer new services such as automated invoicing and billing, order tracking, lead qualification, and more. By combining these applications, organizations will be able to create a deeper level of understanding about their customers than ever before.

Benefits of Integration of Zendesk and Zoho Books

By integrating Zendesk and Zoho Books together, both companies will be able to benefit from an expanded set of features and services that they currently offer. For example, organizations will be able to:

Automate customer billing (through Zoho Invoice), billing (through Zoho Billing), and email marketing (through Zoho Campaigns. based on customer activity so businesses can spend less time on mundane administrative tasks. Zoho Invoice automatically generates invoices based on customer interactions across different apps based on rules set by the administrator. Organizations can also easily automate invoice payments through Zoho Billing or generate customized invoices using Zoho Invoice. This will save businesses time previously spent manually creating invoices and emailing them out. Integration with Zendesk will enable organizations to create customized emails to send to customers after they submit a support request or chat in with a representative via live chat. Customers will also receive an email when their payment is received into the organization’s bank account (if the organization uses Zoho Billing. For example, a restaurant could send an email to an existing customer when they make their next reservation for dinner via Zoho Books. Similarly, a dentist could send an email to existing patients when their next appointment is available through Zoho Dentist. Integration between these applications will allow customers to easily track all their orders from the same place. Organizations will also be able to view all the details of a customer’s order history from their Zendesk dashboard. For example, a customer could search for their previous orders at a restaurant using the “Order History” page in the restaurant’s Zendesk dashboard. They could then review what they ordered, when they ordered it, how much it cost, if they were satisfied with it, etc. Organizations will be able to view sales leads in either of these applications based on specific criteria such as zip code or location name. Sales leads can be exported from either application directly into Salesforce CRM or any other CRM application for fplow up. With the integration of these applications together, businesses can track all customer interactions from one place and build a stronger relationship with customers over time. For example, when a customer submits a support request via Zendesk in the future, they may receive an automated email response from Zoho Books confirming that their issue was respved or informing them of any changes made to their account in light of their request. When a customer submits a support request via live chat on the Zendesk website, they may receive an automated email response from Zoho Books telling them that someone has contacted them via live chat shortly after the support request was submitted. This email would let them know to check their email inbox shortly for a message from live chat. If they don’t receive this email within five minutes of submitting their support request via live chat, they can always contact the live chat agent directly using the instructions provided in the email or by clicking on the link provided in it. The combination of these two applications enables businesses to provide better support to customers at every phase of their relationship with the company.

The process to integrate Zendesk 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.