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Zoho Books + Customerly Integrations

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

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

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Customerly Integrations

Best ways to Integrate Zoho Books + Customerly

  • Zoho Books Customerly

    Zoho Books + Customerly

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

    Zoho Books + Customerly

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

    Zoho Books + Customerly

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

    Zoho Books + Customerly

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

    Zoho Books + Customerly

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

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

    Triggers
  • 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.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • 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.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Zoho Books & Customerly 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 Customerly 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 Customerly .

    (2 minutes)

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

Integration of Zoho Books and Customerly

  • Zoho Books is a cloud-based accounting software that helps small and medium-sized businesses keep track of their cash flow, expenses, pay bills, etc. It is widely used by businesses throughout the world.
  • Customerly is an automated online marketing top that helps small business owners increase lead generation, conversions and revenue.
  • Integration of Zoho Books and Customerly
  • By integrating Customerly with Zoho Books, business owners can automate the fplowing processes:

    • Customers can opt in for email campaigns when they sign up via Google or Facebook. This will allow customers to stay engaged with your brand. You can also tailor your email campaigns based on customer behavior.
    • With the help of Customerly, you can send personalized emails to your customers via Zoho Books. This will help you increase customer engagement and boost conversion rates.
    • Automate your sales fplow-up emails with the help of Customerly and Zoho Books. This will save you a lot of time and will help you prevent missed leads. For example, if a potential customer has not purchased after visiting your site multiple times, you can send them a personalized email that clearly states what they are missing out on by not purchasing from you.
    • In case your client’s credit card gets declined while checking out, you can send them an email. By doing this, you are helping them avoid payment failures in future.
    • Automatically create invoices every time a new lead is generated. This will help you keep track of all your leads and convert more of them into actual customers.
    • Send customized receipts to customers automatically using Zoho Books. This will help you reduce the time required for generating receipts and save you a lot of money on postage.
    • Integrate Zoho Books with Salesforce to automate lead nurturing campaigns and make sure that leads are converted into customers at the earliest possible time.

  • Benefits of Integration of Zoho Books and Customerly
  • Businesses that integrate Customerly with Zoho Books can save around 20% of their time over regular operations. Here are some benefits that business owners stand to gain by integrating these two cloud-based softwares:

    The process to integrate Zoho Books and Customerly 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.