Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.Keap Integrations
It's easy to connect Zoho Books + Keap without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers every time a new credit note is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers every time a new purchase order is created.
Triggers on a new sales invoice in Zoho Books.
Triggers every time a new sales order is created.
Triggers when a new appointment created.
Triggers when a new company created.
Triggers when a new contact created.
Trigger when a new invoice created.
Trigger when a new payment received.
Triggers when new tag is created.
Triggers when a new task is created.
Triggers when a tag is added to a contact the first time.
Triggers when an existing contact is updated.
Creates a new bill.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Create and Updates an existing contact.
Updates an existing contact.
Updates an existing invoice in Zoho Books.
Creates a new company.
Creates a new invoice.
Creates a new note on a contact record.
Creates a new task.
Creates a new contact or updates an existing contact.
Apply tags to a contact.
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 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.
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.
There are several benefits of integrating Zoho Books and Keap. For example:
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.