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Zoho Books + Freshdesk Integrations

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

  • 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 Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

Freshdesk Integrations

Best ways to Integrate Zoho Books + Freshdesk

  • Zoho Books Freshdesk

    Zoho Books + Freshdesk

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

    Zoho Books + Freshdesk

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

    Zoho Books + Freshdesk

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

    Zoho Books + Freshdesk

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

    Zoho Books + Freshdesk

    Create Contact to Freshdesk from New Sales Invoice in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Sales Invoice
     
    Then do this...
    Freshdesk Create 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 + Freshdesk in easier way

It's easy to connect Zoho Books + Freshdesk 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

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket is 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.

  • Create Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

How Zoho Books & Freshdesk 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 Freshdesk 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 Freshdesk.

    (2 minutes)

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

Integration of Zoho Books and Freshdesk

Zoho Books is an online accounting software which helps you to track cash flow, manage expenses and keep track of all your finances. It can be used by startups, freelancers and small business owners who want to automate their accounting processes.

It allows you to create invoices, track payments, generate reports and manage your bookkeeping. You can also use a free trial version of the software before purchasing it.

Freshdesk is a customer support and engagement platform created by Zoho Corporation, a software company based in Chennai, India. It was launched in February 2010 and has since been used by over 50,000 companies across 120 countries.

The Freshdesk software is offered as both a cloud-based SaaS spution or a Software-as-a-service (SaaS. spution that runs on customers' own servers.

Integration of Zoho Books and Freshdesk

Integration of Zoho Books and Freshdesk can help businesses to improve their customer service and communication process with clients.

Zoho Books comes with a built-in customer support feature that helps you keep track of the status of each order and communicate with customers. Client orders can be assigned to agents using the Zoho Books task management system. Agents can then accept or reject these tasks and manage different client communications through the task management system.

Freshdesk offers unlimited customer support features that can be added to any Zoho account. This includes live chat, email support, social media management, knowledge base creation and more. These features are available for free but there is a limit of 1,000 tickets per month. If you need more tickets, you can purchase plans at a monthly price.

With the integration of Zoho Books and Freshdesk, you can create a centralized customer support system that lets you manage communication with clients in one place.

Benefits of Integration of Zoho Books and Freshdesk

Some benefits of integrating Zoho Books and Freshdesk include:

Centralized Customer Service Management. The integration of these two platforms let customers receive support from the same place where they can view the status of their orders and invoice payments. This can help businesses save time spent on managing transactions and communications with clients. A Better Customer Experience. Using Freshdesk will allow you to offer better customer experience as it allows businesses to contact customers via SMS, email or phone. This means customers do not have to wait for a reply if they have any questions or concerns about their order or invoice. Improved Sales Processes. Businesses using Zoho Books can integrate it with Freshdesk to offer a complete sales process. With this integration, sales staff can also provide customer support when needed, which will make the overall buying experience better for customers. Better Integration With Other Software. Integration with Freshdesk will give businesses access to other apps which they can use for better customer engagement and communication. Some of these apps include Live Chat for Facebook page, Twitter chats, Google+ chats, etc., HelpDesk for website feedback management and IdeaScale for crowdsourcing ideas from customers. This integration will also allow them to use SupportBee for email support, Chatty for Facebook Messenger chats and Social Customer Care for Twitter, Facebook and Google+.

The process to integrate Zoho Books and Freshdesk 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.