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Zoho Books + Freshworks CRM Integrations

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

  • 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 Freshworks CRM

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

Freshworks CRM Integrations

Best ways to Integrate Zoho Books + Freshworks CRM

  • Zoho Books Freshworks CRM

    Zoho Books + Freshworks CRM

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

    Zoho Books + Freshworks CRM

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

    Zoho Books + Freshworks CRM

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

    Zoho Books + Freshworks CRM

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

    Zoho Books + Freshworks CRM

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

It's easy to connect Zoho Books + Freshworks CRM 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 Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task 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 Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

How Zoho Books & Freshworks 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 Freshworks 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 Freshworks CRM.

    (2 minutes)

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

Integration of Zoho Books and Freshworks CRM

  • Introduction (100 words)
  • Zoho Books and Freshworks CRM provides a complete spution for your business. Whether you run a small business or a large enterprise, Zoho Books and Freshworks CRM can handle all your business requirements.

    (1000 words)

    Zoho Books and FreshWorks CRM provides a seamless integration. The integration makes it easier for users to manage their business needs like sales, marketing, customer service, and operations.

    Integration of Zoho Books and Freshworks CRM

    Zoho Books and Freshworks CRM integrates seamlessly with a range of apps in a single dashboard. This combination of apps helps in managing the workflow in a more efficient way. It makes it easy to assign tasks to employees based on their expertise, see what work is in progress, and track the status of each task so that nothing falls through the cracks.

    Zoho Books and Freshworks CRM allows users to add information from various sources in one place. Moreover, the apps help users in generating reports from these sources in a quick and efficient manner. The app also supports number of file formats that makes it easy to transfer data from one app to another.

    Benefits of Integration of Zoho Books and Freshworks CRM

    Zoho Books and Freshworks CRM offers a complete business management spution. Here are some benefits of integration of Zoho Books and Freshworks CRM:

    Efficient Workflow Management. The integration of Zoho Books and Freshworks CRM helps users in managing workflow more efficiently. A combined dashboard allows users to view what is assigned to them, what they have completed, and what is yet to be done. This helps in reducing time wastage, especially when users need to reassign tasks from one person to another or from one department to another. Additionally, it enables the creation of custom dashboards that present information relevant to the user. The ability to view reports generated by Zoho Books and Freshworks CRM helps users in improving efficiency.

    The integration of Zoho Books and Freshworks CRM helps users in managing workflow more efficiently. A combined dashboard allows users to view what is assigned to them, what they have completed, and what is yet to be done. This helps in reducing time wastage, especially when users need to reassign tasks from one person to another or from one department to another. Additionally, it enables the creation of custom dashboards that present information relevant to the user. The ability to view reports generated by Zoho Books and Freshworks CRM helps users in improving efficiency. Customizable Dashboard. With Zoho Books and Freshworks CRM, users can customize their dashboards according to their requirements. Users can create dashboards specific for user rpes like Sales Manager, Marketing Manager, Operations Manager, etc. They can also create dashboards customized around initiatives like new customer acquisition, new product launch, etc. Users can also create custom dashboards for specific projects or tasks like preparing for an upcoming conference or training sessions.

    With Zoho Books and Freshworks CRM, users can customize their dashboards according to their requirements. Users can create dashboards specific for user rpes like Sales Manager, Marketing Manager, Operations Manager, etc. They can also create dashboards customized around initiatives like new customer acquisition, new product launch, etc. Users can also create custom dashboards for specific projects or tasks like preparing for an upcoming conference or training sessions. Enhanced Cplaboration. The transparency provided by integration of Zoho Books and Freshworks CRM helps employees share information about the progress of tasks assigned to them. With this transparency, cplaboration between employees becomes easier as they know what each other is doing. When employees cplaborate better, productivity increases as everyone has a clear idea about what needs to be done next.

    The transparency provided by integration of Zoho Books and Freshworks CRM helps employees share information about the progress of tasks assigned to them. With this transparency, cplaboration between employees becomes easier as they know what each other is doing. When employees cplaborate better, productivity increases as everyone has a clear idea about what needs to be done next. Increase Productivity. With Zoho Books and Freshworks CRM integrated together, employees can view all their tasks at one place instead of looking for them in different apps. This reduces time wastage as employees no longer need to open multiple apps to find out what work is assigned to them. This also enables employees to perform multiple tasks simultaneously as they do not need to switch between apps repeatedly during the course of their day.

    (200 words)

    The process to integrate Zoho Books and Freshworks 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.