Integrate Zoho Books with Intercom

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

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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 Intercom

Intercom is a customer communication platform built for business, used by many businesses from small start-ups to global enterprises. It enables targeted communication with customers on your website, inside your web and mobile apps, and by e-mail.

Want to explore Zoho Books + Intercom quick connects for faster integration? Here’s our list of the best Zoho Books + Intercom quick connects.

Explore quick connects

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Connect Zoho Books + Intercom in easier way

It's easy to connect Zoho Books + Intercom 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 Closed Conversation

    Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).

  • New Conversation

    Triggers when a new conversation is created by a user in Intercom.

  • New Lead

    Triggers when a new Lead is created.

  • New User

    Triggers when a new user 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.

  • Create/Update Contact

    Create and Updates an existing contact.

  • Delete Invoice

    Delete an existing Invoice.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

  • Create/Update Lead

    Create or update an Intercom lead. If an ID is provided, the lead will be updated.

  • Create/Update User

    Update a user within Intercom given their e-mail address.

  • Send Incoming Message

    Send a message from a user into your Intercom app. Note: you must have a valid plan on Intercom to access this action.

How Zoho Books & Intercom 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 Intercom 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 Intercom.

    (2 minutes)

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

Integration of Zoho Books and Intercom

Zoho Books is a cloud accounting spution for small businesses. Zoho Books is a comprehensive accounting software for managing your business from sales to profit and loss. Intercom provides customer communication tops for web and mobile apps.

Integration of Zoho Books and Intercom is very simple. In Zoho Books, go to Settings -> Integrations, and then click on Integrate with Intercom. A window opens with the authentication information provided by Intercom. Once you have entered the information, you can start using your customer communication tops in Zoho Books. Integration with Intercom gives you a variety of options that will help you achieve your sales goals. It also helps you understand your clients better and make them happier.

In Intercom, you can create funnels which are a set of automated workflows that let you send personalized messages at each stage of the buyer’s journey. In the next post, we will discuss the benefits of using this feature in Zoho Books. You can also invite customers to chat or call you in Intercom. For more information about how to use Intercom refer to this link.

I would say that integration of Zoho Books and Intercom is very useful in integrating all the mailing sputions in one platform. With integration, Zoho Books has become an excellent CRM system which I highly recommend to small businesses who want to grow their business through customer communication.

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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm