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Zoho Books + pipelinedeals Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

pipelinedeals Integrations

Best ways to Integrate Zoho Books + pipelinedeals

  • Zoho Books pipelinedeals

    Zoho Books + pipelinedeals

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

    Zoho Books + pipelinedeals

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

    Zoho Books + pipelinedeals

    Update Company in pipeline deals when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    pipelinedeals Update Company
  • Zoho Books pipelinedeals

    Zoho Books + pipelinedeals

    Create Person to pipeline deals from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    pipelinedeals Create Person
  • Zoho Books pipelinedeals

    Zoho Books + pipelinedeals

    Create Deal to pipeline deals from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    pipelinedeals Create Deal
  • 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 + pipelinedeals in easier way

It's easy to connect Zoho Books + pipelinedeals 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.

  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

    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 Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

How Zoho Books & pipelinedeals 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 pipelinedeals 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 pipelinedeals.

    (2 minutes)

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

Integration of Zoho Books and pipelinedeals

The world is changing very quickly and technpogy rules the world. Many companies are now adopting and using technpogy to be their partner in business. Many software companies are now coming up offering different types of software programs that can help you do your work easily. Zoho Books is one of the best accounting software companies. They offer different types of programs including cloud accounting, CRM, project management, etc. pipelinedeals offers an open source ecommerce platform which is useful for online stores.

Zoho Books and pipelinedeals integration will be a great combination for any e-commerce business. This is because the two are integrated together, hence making it very easy and convenient. The two have been designed to work well with each other and give maximum benefits to the user.

Integration of Zoho Books and pipelinedeals

To integrate pipelinedeals with Zoho Books, you need to use a third party service, this is because pipelinedeals has a system that is behind the scenes and not directly connected to Zoho Books. You will need someone who is an expert in integration of pipelinedeals with Zoho Books to do the job for you. This will save you the stress of trying to learn how to do it yourself since the process is rather complex. If you want more information on this, you can visit zoho books website or contact their customer support team. They will be able to guide you on what steps you need to complete to integrate pipelinedeals with Zoho Books.

Benefits of Integration of Zoho Books and pipelinedeals

Integration of Zoho books and pipelinedeals will bring many benefits to your business. Some of them include:

Less error prone – when you integrate the two, there is no need for you to go back and forth from one system to another to do your work. Everything can be done in one platform thereby reducing chances of errors occurring during the process.

– when you integrate the two, there is no need for you to go back and forth from one system to another to do your work. Everything can be done in one platform thereby reducing chances of errors occurring during the process. Simplicity – both systems have been designed to work well with each other hence making it very simple to use and manage the accounts as well as orders placed by customers.

– both systems have been designed to work well with each other hence making it very simple to use and manage the accounts as well as orders placed by customers. Data integrity – this happens when data from one system is automatically transferred into the other thus making it easier for users to log in and access data regularly without having to worry about missing any important details.

In conclusion, integration of Zoho Books and pipelinedeals will benefit your business greatly since everything will be more efficient and run smoothly. The two systems have been designed with a specific goal in mind and that is efficiency. When they are integrated together, everything will be easier for you as an ecommerce store owner.

The process to integrate Zoho Books and pipelinedeals 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.