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Zoho Books + ActiveCampaign Integrations

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

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

About ActiveCampaign

ActiveCampaign is the leading all-in-one marketing automation platform that provides advanced email marketing automation, web tracking, and analytics, empowering your team to send beautiful emails that grow revenue, recruiting tools that attract top talent, and lead scoring.

ActiveCampaign Integrations
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Best ways to Integrate Zoho Books + ActiveCampaign

  • Zoho Books ActiveCampaign

    Zoho Books + ActiveCampaign

    Add Contact Note in ActiveCampaign when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    ActiveCampaign Add Contact Note
  • Zoho Books ActiveCampaign

    Zoho Books + ActiveCampaign

    Create/Update Contact to ActiveCampaign from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    ActiveCampaign Create/Update Contact
  • Zoho Books ActiveCampaign

    Zoho Books + ActiveCampaign

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

    Zoho Books + ActiveCampaign

    Add Contact Note in ActiveCampaign when New Contact is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    ActiveCampaign Add Contact Note
  • Zoho Books ActiveCampaign

    Zoho Books + ActiveCampaign

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

    Zoho Books + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Contact Note

    Triggers when a new contact note is added.

  • New Updated Account

    Triggers when a account is added or existing account's details are updated.

  • New or Updated Contact

    Triggers when a new contact is added or existing contact's details are updated.

    Actions
  • 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.

  • Add Contact Note

    Adds new contact note.

  • Create/Update Contact

    Creates a new contact.

  • Update Contact

    Update an existing contact.

How Zoho Books & ActiveCampaign Integrations Work

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

    (2 minutes)

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

Integration of Zoho Books and ActiveCampaign

Zoho Books and ActiveCampaign are both email marketing software. It is important for a small business to run a strong email marketing campaign as it helps them to connect with the customer. In this article, I will be highlighting the benefits of using Zoho Books and ActiveCampaign together.

Zoho Books is an accounting software that helps you manage your business expenses, invoices, and sales lead generation etc. Zoho Books has multiple features like invoicing, billing, reporting etc. However, the integration of Zoho Books with ActiveCampaign helps you to reach out to your customers in a better way.

I will be explaining the benefits of using Zoho Books and ActiveCampaign together in detail below:

Integration of Zoho Books and ActiveCampaign

The integration between ActiveCampaign and Zoho Books allows you to send automatically generated emails to your customers based on their purchase history. For example, if you have been buying from a particular company for years and know that you have been buying from them regularly then you can easily set up an email chain of receipts from Zoho Books to ActiveCampaign via Zapier. Once you receive a receipt from the company you can send it to the customer via a template in ActiveCampaign. This makes the life of the customers much easier as they don’t have to manually login to their bank account or find any receipt at all. They just need to check their email inbox and see the receipt of their purchases.

Benefits of Integration of Zoho Books and ActiveCampaign

The integration of Zoho Books and ActiveCampaign saves time and also helps you to generate more revenue. The integration of Zoho Books and ActiveCampaign allows you to send automated emails to your customers based on their purchase history. This feature makes your customers feel special as they get a receipt directly in their email inbox. The integration of Zoho Books and ActiveCampaign saves the time of the customers as they don’t need to go through their bank accounts or emails to find their receipts. It also saves the time of your employees who are tasked with sending receipts manually to your customers. Thus, integrating Zoho Books and ActiveCampaign together will help both you as well as your customers.

The process to integrate Zoho Books and ActiveCampaign 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.