?>

Integrate Zoho Books with Microsoft Exchange

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

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 Microsoft Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

Microsoft Exchange Integrations
Microsoft Exchange Alternatives

Looking for the Microsoft Exchange Alternatives? Here is the list of top Microsoft Exchange Alternatives

  • Gmail Integration Gmail
  • Zoho Mail Integration Zoho Mail

Best ways to Integrate Zoho Books + Microsoft Exchange

  • Zoho Books Integration Microsoft Exchange Integration

    Zoho Books + Microsoft Exchange

    Create Event to Microsoft Exchange from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Item
     
    Then do this...
    Microsoft Exchange Integration Create Event
  • Zoho Books Integration Microsoft Exchange Integration

    Zoho Books + Microsoft Exchange

    Create Event to Microsoft Exchange from New Contact in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Contact
     
    Then do this...
    Microsoft Exchange Integration Create Event
  • Zoho Books Integration Microsoft Exchange Integration

    Zoho Books + Microsoft Exchange

    Create Event to Microsoft Exchange from New Sales Invoice in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Sales Invoice
     
    Then do this...
    Microsoft Exchange Integration Create Event
  • Zoho Books Integration Microsoft Exchange Integration

    Zoho Books + Microsoft Exchange

    Create Event to Microsoft Exchange from New Estimate in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Estimate
     
    Then do this...
    Microsoft Exchange Integration Create Event
  • Zoho Books Integration Zoho Books Integration

    Microsoft Exchange + Zoho Books

    Create Contact to Zoho Books from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Zoho Books Integration New Email
     
    Then do this...
    Zoho Books Integration Create Contact
  • Zoho Books Integration {{item.actionAppName}} Integration

    Zoho Books + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Zoho Books + Microsoft Exchange in easier way

It's easy to connect Zoho Books + Microsoft Exchange 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.

  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

    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 Event

    Create Event

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Zoho Books & Microsoft Exchange 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 Microsoft Exchange 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 Microsoft Exchange.

    (2 minutes)

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

Integration of Zoho Books and Microsoft Exchange

Zoho Books is a leading online accounting software. It is used widely by small and medium businesses across the globe. Microsoft Exchange, a popular email server, has been used by individuals and organizations to store their email in their network. Both Zoho Books and Microsoft Exchange are integrated with each other. This integration makes the business owners highly productive and able to meet their deadlines.

Zoho Books’ native application is based on Google Apps Script, which allows its users to integrate with Google Drive. Now, this integration with MS Exchange turns out to be an added benefit for businesses. By using the integration feature, it helps businesses reduce the time taken to send invoices, billings and receipts to clients. The business owners can do so from their Outlook mailboxes directly to their Zoho Books account. However, before doing this integration, there are some steps that need to be fplowed:

  • Configure Zoho Books for the integration using Exchange Web Services (EWS)
  • Add a new gadget in the outlook for the EWS access

Zoho Books provides step-by-step instructions on how to do this on its website [1] or by calling them. Once the integration is configured, there is no need to go back to Zoho Books again as they will be able to log into their Zoho Books account and send invoices, billing information or receipts directly from their Outlook mailboxes to their clients.

Zoho Books’ integration with Microsoft Exchange helps users to stay connected and cplaborate effectively. With the integration, business owners are able to send emails related to invoices, billing information or receipts directly from their Outlook mailboxes to their clients. The integration saves a lot of time and energy for both parties invpved. Therefore, it helps business owners to improve their productivity and make use of their precious time more efficiently.

References

The process to integrate Zoho Books and Microsoft Exchange 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.