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Integrate Zoho Books with SugarCRM

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

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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 SugarCRM

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
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Best ways to Integrate Zoho Books + SugarCRM

  • Zoho Books Integration SugarCRM Integration

    Zoho Books + SugarCRM

    Create Case to SugarCRM from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Item
     
    Then do this...
    SugarCRM Integration Create Case
  • Zoho Books Integration SugarCRM Integration

    Zoho Books + SugarCRM

    Create Case to SugarCRM from New Contact in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Contact
     
    Then do this...
    SugarCRM Integration Create Case
  • Zoho Books Integration SugarCRM Integration

    Zoho Books + SugarCRM

    Create Case to SugarCRM from New Sales Invoice in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Sales Invoice
     
    Then do this...
    SugarCRM Integration Create Case
  • Zoho Books Integration SugarCRM Integration

    Zoho Books + SugarCRM

    Create Case to SugarCRM from New Estimate in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Estimate
     
    Then do this...
    SugarCRM Integration Create Case
  • Zoho Books Integration Zoho Books Integration

    SugarCRM + Zoho Books

    Create Contact to Zoho Books from New Lead in SugarCRM Read More...
    Close
    When this happens...
    Zoho Books Integration New Lead
     
    Then do this...
    Zoho Books Integration Create Contact
  • Zoho Books Integration {{item.actionAppName}} Integration

    Zoho Books + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Zoho Books + SugarCRM in easier way

It's easy to connect Zoho Books + SugarCRM 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 Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

    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 Case

    Create a new case

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Zoho Books & SugarCRM 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 SugarCRM 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 SugarCRM.

    (2 minutes)

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

Integration of Zoho Books and SugarCRM

  • Introduction.
  • Zoho Books?

    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?

    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.

    Integration of Zoho Books and SugarCRM

    There are many benefits of integrating Zoho Books and SugarCRM. These benefits are discussed below:

    • Accountant can import the data from the case management module of SugarCRM into the invoice module of Zoho Books. In this way, the accountant does not have to enter all the information again to generate invoices in Zoho Books.
    • Sales person can sync the contacts from his/her personal address book with the SugarCRM contacts. This helps in integrating both the modules of SugarCRM and Zoho Books. Now, when a sales person creates a new contact in SugarCRM, it automatically gets added to his/her address book as well. Thus, the sales person does not have to manually add it to his/her address book again and again. This saves time and increases productivity.
    • Customers can leave feedback on their experience after using the products or services provided by a company. This feedback is stored in SugarCRM in the form of a case. So, whenever a new case is opened for a customer, the related information from the database of Zoho Books is automatically imported into SugarCRM along with comments from the customers. This helps sales persons in dealing with customers more effectively as they have access to all related information at one place.
    • There are various integrations available between different components of SugarCRM such as Salesforce CRM and Gmail. Therefore, one can easily integrate other components such as Accounting software (Zoho Books), Top for Project Management (Basecamp), etc. With ease, which helps them in completing their work more efficiently.
    • Accountants can automatically generate invoices for customers when they request for same through SugarCRM. This saves a lot of time and effort on accountants’ part as they do not have to manually create invoices for each customer separately every time they come to send a request for an invoice via email.
    • Accountants can effectively keep track of unpaid invoices through SugarCRM’s invoice tracking system. They can even send reminders to customers who have not paid their bills yet. In addition, accountants can also check if they have received payment from any customer by checking whether the relevant record exists in the database of Zoho Books or not. This feature helps them to save efforts of going through hundreds or thousands of records manually while searching for information about an outstanding invoice.
    • Accountants can directly access the existing contacts of customers by importing them from SugarCRM into their database of Zoho Books. This helps them in interacting with customers more efficiently and effectively because they do not have to struggle with finding out contact details of customers again and again. They can just directly write an email or call them without wasting time searching for their contact details on internet or bothering other cpleagues about their whereabouts.
    • Accountants can easily check whether any customer has unpaid invoices or not. If yes, then an alert message will appear on their screen so that they can take appropriate action without any delay and save extra effort on their part. This feature is very useful as accountants can easily keep track of customers who are not paying their bills on time which helps in improving sales efficiency by encouraging promptness in payment of dues.
    • Accountants can export data from SugarCRM into different format such as Excel sheet or PDF file for better understanding of the data and analyzing trends in data patterns on a particular date range. They can also export data into CSV file so that they can import it later into another application such as MS Access etc. All these features help accountants in saving time because they do not have to spend much time understanding data by reading it carefully from a huge database or from MS Access database. They can just easily export data into different format and analyze it further in Excel sheet or PDF file etc. for better understanding of trends in data patterns which helps them in taking effective decisions based on that data and increasing efficiency level within their team members or within their organization as whpe (if multiple people work under a single account. In addition to this, accountants can also export data from SugarCRM into Zoho Books to create invoices for customers in bulk so that they do not have to create separate invoices for each customer after creating a new case record in SugarCRM individually which will save their time and efforts as well as increase productivity level within their organization as whpe (if multiple people work under a single account.
    • Accountants can easily export data from Zoho Books to other applications such as MS Access for better understanding of data and analyzing trends in data patterns on a particular date range. They can also export data into CSV file so that they can import it later into another application such as MS Access etc. All these features help accountants in saving time because they do not have to spend much time understanding data by reading it carefully from a huge database or from MS Access database. They can just easily export data into different format and analyze it further in Excel sheet or PDF file etc. for better understanding of trends in data patterns which helps them in taking effective decisions based on that data and increasing efficiency level within their team members or within their organization as whpe (if multiple people work under a single account. In addition to this, accountants can also export data from Zoho Books to SugarCRM to create invoices for customers in bulk so that they do not have to create separate invoices for each customer after creating a new case record in SugarCRM individually which will save their time and efforts as well as increase productivity level within their organization as whpe (if multiple people work under a single account.

    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.