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Zoho Books + ConvertKit Integrations

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

  • 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 ConvertKit

ConvertKit is an email marketing software that helps online creators earn a living through email marketing.

ConvertKit Integrations

Best ways to Integrate Zoho Books + ConvertKit

  • Zoho Books ConvertKit

    Zoho Books + ConvertKit

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

    Zoho Books + ConvertKit

    Add Subscriber to Form in ConvertKit when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    ConvertKit Add Subscriber to Form
  • Zoho Books ConvertKit

    Zoho Books + ConvertKit

    Add Tag to Subscriber in ConvertKit when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    ConvertKit Add Tag to Subscriber
  • Zoho Books ConvertKit

    Zoho Books + ConvertKit

    Remove Tag From Subscriber in ConvertKit when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    ConvertKit Remove Tag From Subscriber
  • Zoho Books ConvertKit

    Zoho Books + ConvertKit

    Create or Update Purchase to ConvertKit from New Contact in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    ConvertKit Create or Update Purchase
  • 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 + ConvertKit in easier way

It's easy to connect Zoho Books + ConvertKit 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 Form Subscriber

    Triggers when a subscription occurs on a specific form.

  • New Purchase

    Triggers when a new purchase is added to your account.

  • New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

  • New Tag Subscriber

    Triggers when a specific tag is added to a subscriber.

    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 Subscriber to Form

    Subscribe someone to a specific form.

  • Add Tag to Subscriber

    Add a subscriber to a specific tag.

  • Create or Update Purchase

    Adds a purchase to a subscriber, or updates an existing purchase.

  • Remove Tag From Subscriber

    Remove a specific tag from a subscriber if they have it.

How Zoho Books & ConvertKit 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 ConvertKit 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 ConvertKit.

    (2 minutes)

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

Integration of Zoho Books and ConvertKit

  • Zoho Books?
  • Zoho Books is a cloud based accounting, financial and CRM software designed for small to medium sized businesses. It provides a suite of business management tops that enable businesses to track their finances, manage their customers and track jobs. It integrates with other third party applications such as Salesforce, QuickBooks and FreshBooks, in order to provide a better experience for its users.

    Zoho Books uses a freemium model where it’s free to download and use the core features but has additional paid premium features. The free version of Zoho Books supports up to three users and one company. Paid premium accounts support unlimited users and companies. Zoho Books also offers a range of pricing plans at $15.00 per employee per month.

  • ConvertKit?
  • ConvertKit is an email marketing platform for bloggers, podcasters, shop owners, authors and more. ConvertKit allows you to build lists, create automated sequences, set up tags for groups of subscribers, A/B test subject lines and more. It also has built-in integrations with tops like WordPress, Shopify, Squarespace, LeadPages and Zapier.

    ConvertKit is priced on a tiered pricing structure starting at $29 per month for 100 subscribers. There are additional fees if you need more than 1,000 subscribers or if you want to use special features like landing pages or forms. However, the standard price is $36 per month for 1,000 subscribers.

  • Integration of Zoho Books and ConvertKit
  • Integrating Zoho Books with ConvertKit is quite easy as there are no configuration settings needed. You just need to log into your ConvertKit account and head over to settings -> Integrations page. From there you will see the integration with Zoho Books listed. Click on “Connect” and enter your Zoho Books settings information. Once connected you will be able to select which lists you want to send your ConvertKit subscribers. You can choose which ones or all of them. You will also have the option to create new lists within ConvertKit that match the list names in Zoho Books.

  • Benefits of Integration of Zoho Books and ConvertKit
  • There are several benefits to integrating ConvertKit with your Zoho Books account. First is the ability to automatically add new subscribers to ConvertKit when they are added to your Zoho Books account. This can save you time by removing the need to manually add users before you can send them emails using ConvertKit. Another benefit is being able to segment your subscribers by what lists they are on in Zoho Books. For example, say you have a customer who signed up for your newsletter but also signed up for your free trial of Zoho Books. With the integration between the two services you can segment those users differently so that your newsletters aren’t sent out to them since they are already subscribed to the newsletter.

    The combination of Zoho Books and ConvertKit allows you to streamline your marketing efforts by reducing the amount of time needed to manage them both separately. By automating your marketing process through automation tops such as Zoho Books and ConvertKit you can concentrate on growing your business instead of spending time managing it.

    The process to integrate 403 Forbidden and 403 Forbidden 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.