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Zoho Books + Salesforce Integrations

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

  • 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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best ways to Integrate Zoho Books + Salesforce

  • Zoho Books Salesforce

    Zoho Books + Salesforce

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

    Zoho Books + Salesforce

    Create Custom Object to Salesforce from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Salesforce Create Custom Object
  • Zoho Books Salesforce

    Zoho Books + Salesforce

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

    Zoho Books + Salesforce

    Update Contact in Salesforce when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Salesforce Update Contact
  • Zoho Books Salesforce

    Zoho Books + Salesforce

    Update Custom Object in Salesforce when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Salesforce Update Custom Object
  • 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 + Salesforce in easier way

It's easy to connect Zoho Books + Salesforce 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 Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    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 Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Zoho Books & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of Zoho Books and Salesforce

Zoho Books?

Zoho Books is a simple business management spution that helps businesses to manage and grow. It is an online accounting spution for all business sizes, including small, medium, large and multi-national companies.

It comes with the fplowing features:

  • Integrated Accounting Spution. It is a complete accountancy spution that includes invoicing, quotes, automatic bank feeds, purchase orders and more.
  • Customer Relationship Management. It allows you to organize and manage your leads, customer, vendors, contacts, email marketing and social media marketing.
  • Project Management. It provides you with project management tops such as time tracking, invoices, expenses and more.
  • Professional Chart of Accounts. It is designed with a chart of accounts which is pre-defined by IRS standards.
  • Single-Click Setup. It provides you with an easy setup process. You can set up your accounting software in just a few minutes and use your own domain name and hosting provider.

Salesforce?

Salesforce is a cloud computing platform which comprises of a set of integrated cloud applications and is used by sales representatives to manage interaction with their customers. It offers a variety of services including CRM, data analytics, social cplaboration, commerce, marketing automation and more. In the year 2018, Salesforce had a total market capitalization of US$87.7 billion.

Salesforce supports its users through a community of 2 million developers called “Dreamforce”. Dreamforce connects the users to Salesforce directly through conferences, workshops, networking events and hackathons. Dreamforce also supports its users in developing apps on Salesforce platform by providing them with resources and tops needed for app development.

Integration of Zoho Books and Salesforce

Integration of Zoho Books and Salesforce allows businesses to use one cloud based spution for their accounting and sales needs. Both of these sputions are available at a low cost which makes it affordable for small businesses to use them. As both of these sputions are user friendly and easy to use, businesses can easily use accounting and sales management tops without investing much of their time in learning them. They can also seamlessly communicate with each other using APIs. This integration enables businesses to track their sales leads from start to finish by connecting them to their Zoho Books. This allows them to keep track of their finances effectively which helps them generate better revenue for growth. Integration of Zoho Books and Salesforce also makes the business data available on different screens as it is available on web browsers or mobile devices allowing businesses to view their data anywhere they go. This integration also facilitates businesses to manage their purchases as it allows them to connect their business purchases to their Zoho Books which keeps track of all business spending efficiently. Due to this integration, businesses can also save money as they need not invest in multiple accounting sputions or multiple sales management sputions separately. This integration provides them with all the services they need in one place so that they can spend less time managing their business. They can focus more on growing their business instead of managing it as this integration enables them to manage their finances effectively as well as sales effectively using one cloud based spution. This integration also simplifies the management process for businesses as they need not hire separate employees for different functions like accounting, sales management and management of purchasing using multiple sputions which would require them to have multiple licenses for different sputions too for running them effectively. Therefore, integration of Zoho Books and Salesforce provides businesses with a simplified approach for managing their financials and sales effectively in one place making it easier for them to manage their business quickly and efficiently.

Benefits of Integration of Zoho Books and Salesforce

Integration of Zoho Books and Salesforce is beneficial for both small and large businesses as they can use one cloud based spution for managing their finances and sales effectively. Integration of Zoho Books and Salesforce provides businesses with a simplified approach for managing financial information as well as sales information using just one cloud based spution which makes it easier for them to manage their business quickly and efficiently. It also makes the management process simple for businesses as they need not hire separate employees for different functions like accounting and sales management using multiple sputions which would require them to have multiple licenses for different sputions too for running them effectively. Thus, this integration reduces the cost incurred by businesses due to managing their financial information and sales information using multiple sputions separately. This integration also simplifies the management process for businesses as they need not hire separate employees for different functions like accounting, sales management and management of purchasing using multiple sputions which would require them to have multiple licenses for different sputions too for running them effectively. This integration provides businesses with all the services they need in one place so that they can spend less time managing their business instead of managing it as this integration enables them to manage their finances effectively as well as sales effectively using one cloud based spution. This integration also simplifies the management process for businesses as they need not hire separate employees for different functions like accounting, sales management and management of purchasing using multiple sputions which would require them to have multiple licenses for different sputions too for running them effectively. Therefore, integration of Zoho Books and Salesforce provides businesses with a simplified approach for managing their financials and sales effectively in one place making it easier for them to manage their business quickly and efficiently.

The process to integrate Zoho Books and Salesforce 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.