Zoho Books + Vtiger Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho Books and Vtiger
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Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
About Vtiger
Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.
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Best ways to Integrate Zoho Books + Vtiger
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When this happens...
New Item
Then do this...
Create Product
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When this happens...
New Item
Then do this...
Create Event
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When this happens...
New Item
Then do this...
Create Organization
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When this happens...
New Item
Then do this...
Create Service
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When this happens...
New Item
Then do this...
Create Case
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When this happens...
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It's easy to connect Zoho Books + Vtiger without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when a new contact is created.
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New Credit Notes
Triggers every time a new credit note is created.
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New Estimate
Triggers every time a new estimate is created.
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New Item
Triggers every time a new item is created.
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New Purchase Order
Triggers every time a new purchase order is created.
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New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
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New Sales Order
Triggers every time a new sales order is created.
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Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
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New Case
Triggers when a new Case created.
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New Contact
Triggers when a new Contact created.
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New Event
Triggers when a new Event created.
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New Invoice
Triggers when a new Invoice is created.
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New Lead
Triggers when a new Lead is created.
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New Organization
Triggers when a new Organization created.
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New Product
Triggers when a new Product created.
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New Service
Triggers when a new Service created.
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New Ticket
Triggers when a new Ticket is created.
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New Todo
Triggers when a new todo is created.
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Create Bill
Creates a new bill.
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Create Contact
Creates a new contact.
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Create Item
Creates a new item.
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Create Sales Invoice
Creates a new sales invoice in Zoho Books.
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Update Contact
Updates an existing contact.
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Update Sales Invoice
Updates an existing invoice in Zoho Books.
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Create Case
Creates a new Case.
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Create Event
Create a new Event in Vtiger.
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Create Organization
Creates a new Organization/Account/Company.
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Create Product
Creates a new Product in Vtiger.
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Create Project
Creates a new project.
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Create Service
Creates a new Service item in Vtiger.
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Create Ticket
Creates a new Ticket.
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Create Todo
Create a new To do in Vtiger.
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Create or Update Contact
Triggers when a new contact is created or existing lead is updated.
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Create or Update Lead
Creates or updates lead.
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Create or Update Product
Creates a new product or updates an existing product in Vtiger.
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Update Project
Updates an existing project in Vtiger.
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Update Todo
Update a selected todo in vtiger.
How Zoho Books & Vtiger Integrations Work
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Step 1: Choose Zoho Books as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Vtiger as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho Books to Vtiger.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho Books and Vtiger
Zoho Books?
Zoho Books is an online accounting top that helps small businesses to maintain financial data, invoices, expenses and other sales data. It has a built-in customer relationship management (CRM. module that allows its users to keep track of customer information (contact, invoice status, etc.. Zoho Books is integrated with an accounting software, Zoho Invoice, which allows its users to generate invoices and track expenses.
Vtiger?
Vtiger is an open source CRM software that has features such as email marketing, contact management, support ticket system, and website creation. Vtiger can be integrated with other applications, such as Zoho Books, to increase its functionality. It also has a built-in calendar, which can be used by the users to schedule their work.
Integration of Zoho Books and Vtiger
Zoho Books can be integrated with Vtiger through the use of the Zoho Publishing Engine (ZPE. The ZPE integrates the web analytics of Zoho with Vtiger’s statistics engine. By integrating Zoho with Vtiger, the users get more insights about their business. For example, if someone visits the website of a business that uses both Zoho and Vtiger, that visit will be registered in the statistics engine of Vtiger. From there, the user can view the details of the visitor.
Vtiger can also be integrated with Zoho Invoice to provide a comprehensive business spution. For instance, Vtiger can be integrated with Zoho Invoice to show the customers on the dashboard of Zoho Invoice the invoices they have received from the business that uses both Zoho and Vtiger. This will help the users of Zoho Invoice to manage their accounts better.
Benefits of Integration of Zoho Books and Vtiger
The integration of Zoho Books and Vtiger brings many benefits to both parties invpved. First, it provides an easy way for the users of Zoho Books to access their accounts data through the dashboard of Zoho Invoice. Second, it facilitates the users of Vtiger to manage their contacts and calendar efficiently by using some of the features of Zoho Books. Third, it provides a platform where customers can view all their transactions on one dashboard. This helps them keep track of their transaction history.
Zoho Books and Vtiger make a good pair because they complement each other well. With Vtiger’s features (such as email marketing and website creation), users can expand their business reach. With the integration of Zoho Books and Vtiger together, companies get more insights about their business.
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The process to integrate Zoho Books and Vtiger 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.
