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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 web-based accounting software that increases financial visibility across your business. It features contact management, invoices, expenses, sales and purchase, inventory management, etc.

About Salesmate.io

SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.

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 Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • 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 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.

  • 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

Zoho Books is an online accounting software. It has features like General Ledger, Accounting, Payrpl, Reports, etc. Salesmate.io is a complete sales management platform. It provides sales force automation, analytics, marketing automation, and other sales channels to small-and medium-sized companies. Integration of Zoho Books and Salesmate.io is the best spution for the sales department in medium-sized companies to manage sales leads, track sales pipeline, close deals, and grow their businesses.

Integration of Zoho Books and Salesmate.io spves the key problems in sales management for medium-sized companies. The key problems are:

How to manage sales leads effectively

the demand of the market

the next action for each lead

How to increase sales

How to close deals

With integration of Zoho Books and Salesmate.io, you can do all these tasks easily. You can easily track sales leads using Salesmate.io’s lead tracking feature. The leads will automatically appear in your Salesmate.io dashboard. You can update leads based on lead score, stage of pipeline, buyer persona, etc. You can take actions like call leads, send emails to leads, send SMSes to leads etc. You can also track leads in your Zoho Books dashboard. When a lead is converted into a customer, you can easily manage it from Zoho Books dashboard. You can create a new customer entry in your General Ledger which will automatically appear in your Salesmate.io dashboard as well as Zoho Books dashboard. You can use advanced integration features of Salesmate.io and Zoho Books to automate some of the business processes. For example, you can set rules to create a new customer entry in your General Ledger from your Salesmate.io dashboard whenever a lead is converted into a customer from your Salesmate.io dashboard. You can use Google Analytics to analyze data from your Salesmate.io dashboard and Zoho Books dashboard and make informed decisions on how to boost your sales and grow your business.

Integration of Zoho Books and Salesmate.io is a great spution for medium-sized businesses to boost their sales and grow their business. It spves the key problems in sales management for these businesses effectively.

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.