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Zoho Books + Agile CRM Integrations

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

  • 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 Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Agile CRM Integrations
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Looking for the Agile CRM Alternatives? Here is the list of top Agile CRM Alternatives

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Best ways to Integrate Zoho Books + Agile CRM

  • Zoho Books Agile CRM

    Zoho Books + Agile CRM

    Add Score to Contact in Agile CRM when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Agile CRM Add Score to Contact
  • Zoho Books Agile CRM

    Zoho Books + Agile CRM

    Add Event in Agile CRM when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Agile CRM Add Event
  • Zoho Books Agile CRM

    Zoho Books + Agile CRM

    Create Company to Agile CRM from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Agile CRM Create Company
  • Zoho Books Agile CRM

    Zoho Books + Agile CRM

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

    Zoho Books + Agile CRM

    Create Deal to Agile CRM from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Agile CRM Create Deal
  • 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 + Agile CRM in easier way

It's easy to connect Zoho Books + Agile CRM 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.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

    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 Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How Zoho Books & Agile CRM 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 Agile CRM 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 Agile CRM.

    (2 minutes)

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

Integration of Zoho Books and Agile CRM

  • Zoho Books is a web-based accounting software developed by Zoho Corporation, which provides cloud computing. It integrates with other Zoho products, such as Zoho CRM and Zoho Inventory, to provide complete business management sputions for small businesses.
  • Agile CRM is an online customer relationship management (CRM. software that helps businesses manage their sales, marketing, service, and support functions. It features email integration, social media integration, and lead management.
  • Integration of Zoho Books and Agile CRM

    Zoho Books is integrated with Agile CRM to automate workflow process. The integration enables users to create and track opportunities in Agile CRM through the Zoho Books interface. When an opportunity is created within Agile CRM, the information is automatically sent to the Zoho Books database. At the same time, when a user logs into Zoho Books, he or she will see an alert about any newly created opportunities. Both software applications also allow users to convert emails from one system into opportunities in the other system. This integration also reduces manual effort in managing leads.

    Benefits of Integration of Zoho Books and Agile CRM

    Zoho Books and Agile CRM are designed to work together to help businesses manage accounts receivable and accounts payable. The fplowing are some of the benefits that can be derived from the integration of Zoho Books and Agile CRM.

    Pricing. The integration allows companies to get real-time pricing details for deals during the negotiation process. This ensures that companies do not lose out on crucial revenue due to price mismatches between sales records and accounting data.

    The integration allows companies to get real-time pricing details for deals during the negotiation process. This ensures that companies do not lose out on crucial revenue due to price mismatches between sales records and accounting data. Document Sharing. Users can share documents between Zoho Books and Agile CRM without having to leave their respective systems. This makes it easier for users to gain visibility into important deals and activities that occur outside their own departmental systems.

    Users can share documents between Zoho Books and Agile CRM without having to leave their respective systems. This makes it easier for users to gain visibility into important deals and activities that occur outside their own departmental systems. Attachments. Users can attach relevant files to every opportunity in both Zoho Books and Agile CRM. They can also add attachments to emails that are forwarded from one application to the other. This improves the flow of information between different departments of a company, which ultimately helps improve decision-making processes.

    The process to integrate Zoho Books and Agile CRM 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.