Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.SugarCRM Integrations
Zoho Books + SugarCRMCreate Case to SugarCRM from New Sales Invoice in Zoho Books Read More...
It's easy to connect Zoho Books + SugarCRM without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers every time a new credit note is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers every time a new purchase order is created.
Triggers on a new sales invoice in Zoho Books.
Triggers every time a new sales order is created.
Triggers when you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
Creates a new bill.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Updates an existing invoice in Zoho Books.
Create a new case
Zoho Books is a web-based accounting software which is used to manage finances of the business. It is widely used by the small and medium scale businesses and also by the organizations having large scale of transactions. Zoho Books can be accessed through the web browser or through mobile devices, which makes it really user-friendly. The interface of Zoho Books is quite attractive and easy to use. Zoho Books offers various facilities such as invoicing, posting of expenses and payments, printing payment receipts, managing tax payments, writing reports, etc.
SugarCRM is an open source software which is used to manage sales, marketing and customer support functions. The users can create new records such as contacts, cases, tasks, etc. in their respective modules. Contacts and cases are stored in a relationship called “Contact Case”. SugarCRM can be accessed through web browsers or through mobile devices. SugarCRM’s interface is very user friendly and attractive. In addition to this, SugarCRM provides various facilities such as email tracking, document management, lead generation, reporting features, etc.
There are many benefits of integrating Zoho Books and SugarCRM. These benefits are discussed below:
The process to integrate Zoho Books and SugarCRM 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.