Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.
Zoho CRM IntegrationsZoho Books + Zoho CRM
Create/Update Contact to Zoho CRM from New Item in Zoho Books Read More...Zoho Books + Zoho CRM
Create Module Entry to Zoho CRM from New Item in Zoho Books Read More...Zoho Books + Zoho CRM
Add Attachment in Zoho CRM when New Item is created in Zoho Books Read More...Zoho Books + Zoho CRM
Create/Update Lead to Zoho CRM from New Contact in Zoho Books Read More...It's easy to connect Zoho Books + Zoho CRM 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 a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
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.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Zoho Books is a business management software that helps you manage finances, track revenue, and improve company performance. Zoho Books enables small businesses to grow their revenues by tracking sales, costs, profits, taxes, and more. Zoho’s accounting spution is simple to use, requiring no accounting or bookkeeping experience. Zoho Books provides intuitive tops for managing your business finances which gives you the flexibility to focus on what matters most – growing your business.
Zoho CRM is an online customer relationship management top. The product helps you connect with your customers, be more productive at work, and drive growth. With Zoho CRM, you can build relationships with your customers to increase repeat purchases and referrals. It also allows you to perform all the basic customer management activities such as sending email newsletters, tracking leads, scheduling meetings, etc.
You can track customers’ payment history and credit score. You can easily import your customers’ address book to keep track of professional relationships. You can set up email campaigns automatically based on actions taken by customers. You can create custom reports so you can analyze your customers’ history. You can export your data to third-party applications like Google Analytics. You can use Zoho Books as a standalone application or integrate it with other Zoho products.
Integration of Zoho Books and Zoho CRM lets you view all your financial transactions within Zoho Books and customer details within Zoho CRM from a single dashboard. This makes it easier to keep tabs on your business finances and customer details without compromising data security.
The process to integrate Zoho Books and Zoho CRM 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.