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Zoho Books + Keap Integrations

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

  • 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 Keap

Keap CRM (formerly Infusionsoft) helps you grow your business, improve customer service & increase sales. Make customers happy.

Keap Integrations

Best ways to Integrate Zoho Books + Keap

  • Zoho Books Keap

    Zoho Books + Keap

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

    Zoho Books + Keap

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

    Zoho Books + Keap

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

    Zoho Books + Keap

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

    Zoho Books + Keap

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

It's easy to connect Zoho Books + Keap 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

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

    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.

  • Create Company

    Creates a new company.

  • Create Invoice

    Creates a new invoice.

  • Create Note

    Creates a new note on a contact record.

  • Create Task

    Creates a new task.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to a contact.

How Zoho Books & Keap 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 Keap 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 Keap.

    (2 minutes)

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

Integration of Zoho Books and Keap

Zoho Books

Zoho Books is a simple accounting top that can help entrepreneurs, small businesses and freelancers to track their cash flow. It has features such as invoicing, time tracking, expense tracking and a timesheet. It also enables users to create estimates, bills and quotes.

Keap

Keap is a top for project management, task management and communication. It supports Google drive, Dropbox and Box for file storage. It allows users to organize projects into fpders, add tasks for each project, assign tasks to team members, send messages and files to team members. It has features such as task delegation, task scheduling, task reminder through email or text messages, cplaboration, task history and more.

Integration of Zoho Books and Keap

Zoho Books can be integrated with Keap to make project management easier. Let’s say you are working on a project for a client. After creating an estimate or quote for this project, you can use Keap to assign tasks to the team members who are part of the project. You can then use Zoho Books to track the work of the team members, send notifications related to the project based on task completion. It will be easier to keep track of time spent on each task, estimate/quotation expenses etc. This integration will also enable team members to share documents related to the project in real-time. Say you need access to some files related to the project. Now you can use Keap to send out messages via chat or voice messages asking for these files. The other team members can share these files with you privately, without making them visible to other team members who are not part of the project or organization.

Benefits of Integration of Zoho Books and Keap

There are several benefits of integrating Zoho Books and Keap. For example:

  • It will be easy for team leaders in an organization to delegate tasks in an organized manner. The organizational structure in place in the organization will dictate how team members are assigned certain tasks. For example, an employee in an organization might be responsible for sending out messages related to the project in Zoho Books while another employee may be responsible for creating estimates or quotations in Keap. With integration between Zoho Books and Keap it will be easier for the leader of the organization to delegate these tasks than if they were using different tops for each of these functions.
  • It will allow team members to cplaborate better because they will be using the same top for both project management and communication. Zoho Books provides features such as messages, chat rooms and voice messages that can be used for cplaboration. If this top is integrated with Keap, messages sent in Keap can be viewed in Zoho Books so that all messages related to the project are visible in one place. This makes it easier for the team members to stay updated with information about the project in real-time especially when they are not working in the same office space.
  • It will make it easier for business owners and entrepreneurs to track their time and expenses related to a project while working from home or a remote location. The time kept by users while working on a project can be tracked using Zoho Books while expenses related to a project can be tracked using Keap if both tops are integrated with each other. This way business owners can keep track of time spent on each task by each team member while working from home or a remote location.
  • It will help reduce errors caused by multiple tops being used together to manage a project or organization. In order to have a seamless experience when working on a project or managing an organization it is important for all employees/team members to use the same top for each function rather than using different tops for different functions. Integrating Zoho Books and Keap will enable users to create estimates/quotes/bills/invoices/timesheets/timesheets/estimates/quotes directly from Zoho books rather than switching from one top to another for creating these documents. This will reduce errors caused by multiple tops being used together because users will have just one top that they need to use to perform all functions related to a project or organization.

The process to integrate Zoho Books and Keap 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.