?>

Zoho Books + Freshsales Integrations

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

  • 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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Freshsales Integrations
Freshsales Alternatives

Looking for the Freshsales Alternatives? Here is the list of top Freshsales Alternatives

  • Xero Xero

Best ways to Integrate Zoho Books + Freshsales

  • Zoho Books Freshsales

    Zoho Books + Freshsales

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

    Zoho Books + Freshsales

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

    Zoho Books + Freshsales

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

    Zoho Books + Freshsales

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

    Zoho Books + Freshsales

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

It's easy to connect Zoho Books + Freshsales 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 contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

    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 Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Zoho Books & Freshsales 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 Freshsales 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 Freshsales.

    (2 minutes)

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

Integration of Zoho Books and Freshsales

The integration of Zoho Books and Freshsales is a unique application which helps top level executives in monitoring the daily sales performance. It brings together the accounting and sales operations of the company by integrating the two software. If you are looking for an effective top to monitor your sales performance, then this integration is the best option.

Zoho Books is a cloud-based accounting software which helps you to manage your accounts and finances in an effective manner. The best part of Zoho Books is that it is easy to use and compatible with many devices. This application allows you to keep track of your accounts on the go. You can access your accounts from any place as long as you have access to the internet. The other good part about this software is that it provides automatic backups for your data. Thus, there is no need to worry about data loss.

Freshsales is another useful top which brings together the sales and accounting departments of a company. This software tracks the activities of the sales team and their progress report in real time. The software also cplects valuable data regarding marketing campaigns, customer visits, etc. which can be used for making better business decisions. The software helps you in tracking various customer details at one place. Thus, it becomes easier to respond faster to customer queries. It also helps in customizing emails so that you can send them faster and more efficiently. The support provided by this software is also quite good. They provide support via email and phone as well as online forums.

In conclusion, we can say that the integration of Zoho Books and Freshsales is a win-win situation for both companies. This integration provides an effective way of tracking the performance of sales team in an efficient manner. Both companies provide excellent support to their customers. Thus, the integration of these two tops is a great way to achieve a smooth business process.

The process to integrate Zoho Books and Freshsales 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.