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Zoho Books + Salesmate.io Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho Books and Salesmate.io

  • 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 Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

Salesmate.io Integrations

Best ways to Integrate Zoho Books + Salesmate.io

  • Zoho Books Salesmate.io

    Zoho Books + Salesmate.io

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

    Zoho Books + Salesmate.io

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

    Zoho Books + Salesmate.io

    Create Deal to Salesmateio from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Salesmate.io Create Deal
  • Zoho Books Salesmate.io

    Zoho Books + Salesmate.io

    Create Activity to Salesmateio from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Salesmate.io Create Activity
  • Zoho Books Salesmate.io

    Zoho Books + Salesmate.io

    Update Contact in Salesmateio when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Salesmate.io Update Contact
  • 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 + Salesmate.io in easier way

It's easy to connect Zoho Books + Salesmate.io 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 Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

    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.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

How Zoho Books & Salesmate.io 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 Salesmate.io 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 Salesmate.io.

    (2 minutes)

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

Integration of Zoho Books and Salesmate.io

The Information Age has come upon us with a great deal of information available to us. It is important for us to find ways to organize this information and make it more useful. Zoho Books does just that by allowing users to manage their books, track their sales, and reconcile their bank accounts. Zoho Books also offers the ability to integrate with other applications and services. Salesmate.io is one such application that provides a number of benefits to those using Zoho Books or any similar application or service. Perhaps the most important benefit is that Salesmate.io integrates with Zoho Books, making it easier to manage sales and purchases, accounting, and much more. Salesmate.io was created by experienced software developers who understand the importance of tracking business transactions, as well as the importance of keeping data organized and accessible. With Salesmate.io, it is possible to create invoices, manage transactions, view reports, and much more. It is even possible to use Salesmate.io without Zoho Books. However, the integration between Zoho Books and Salesmate.io greatly improves both applications and makes them more useful for those using them in their businesses.

When using Zoho Books in conjunction with Salesmate.io, users will be able to handle all aspects of dealing with customers and vendors in a much more effective way. Although the actual process of creating invoices in Salesmate.io is simple, there are a few steps invpved when setting up the integration between the two applications. The first step is creating an invoice in Salesmate.io. From within the Salesmate.io application, users will be able to select customers from the list of contacts within Zoho Books. Once a customer is selected, users can add in any relevant details about the invoice, including the product or service being spd, the price, and more. When this task is complete, users will be able to submit the invoice for approval. The next steps include managing the invoice’s status, paying the invoice once it has been approved, and reviewing it at any time. The process may seem a bit complicated at first glance, but actually only takes a few minutes to complete once users have completed it once or twice before. In addition to invoices, users can also create estimates and sales orders in Salesmate.io if they wish to do so. This will allow users to keep track of all of their business transactions in a much more organized fashion than they could ever hope to do with just Zoho Books alone. Having all of the information in one place will allow people to make better business decisions, which can lead to increased profits for those using Zoho Books and Salesmate.io together.

Zoho Books and Salesmate.io are two excellent pieces of software that are capable of handling everything from creating invoices to running reports about sales and finances. These applications work very well on their own and can be used in conjunction with each other for even greater success. For example, it is possible to integrate Zoho Books with Salesmate.io using Zapier in order to create automatic integrations that add data from one application into another automatically whenever new data is added or updated in either application. This type of integration makes it possible for Zoho Books to automatically create invoices whenever a transaction occurs via Salesmate.io; thus making it easier for users to stay organized and save time when doing tasks like creating invoices manually every time something happens within the business. Zoho Books and Salesmate.io both have many benefits, such as providing users with a way to track sales, manage their finances, create invoices, manage customers, and much more all within one place; however, using them together brings even more benefits with an integration that makes data sharing between these applications as easy as possible for users.

The process to integrate Zoho Books and Salesmate.io 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.