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Zoho Books + Zoho CRM Integrations

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

  • 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 Zoho CRM

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 Integrations
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Best ways to Integrate Zoho Books + Zoho CRM

  • Zoho Books Zoho CRM

    Zoho Books + Zoho CRM

    Create/Update Lead to Zoho CRM from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Zoho Books Zoho CRM

    Zoho Books + Zoho CRM

    Create/Update Contact to Zoho CRM from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Zoho CRM Create/Update Contact
  • Zoho Books Zoho CRM

    Zoho Books + Zoho CRM

    Create Module Entry to Zoho CRM from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Zoho CRM Create Module Entry
  • Zoho Books Zoho CRM

    Zoho Books + Zoho CRM

    Add Attachment in Zoho CRM when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Zoho CRM Add Attachment
  • Zoho Books Zoho CRM

    Zoho Books + Zoho CRM

    Create/Update Lead to Zoho CRM from New Contact in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    Zoho CRM Create/Update Lead
  • 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 + Zoho CRM in easier way

It's easy to connect Zoho Books + Zoho CRM 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 Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    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.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Zoho Books & Zoho CRM 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 Zoho CRM 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 Zoho CRM.

    (2 minutes)

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

Integration of Zoho Books and Zoho CRM

Zoho Books

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

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.

  • Integration of Zoho Books and Zoho CRM provides accountants with access to both financial data and customer details from a single dashboard. It also minimizes data entry errors, protects confidential information, and helps avoid manual tracking. All this makes it easier to keep tabs on your business finances and customer details without compromising data security.
  • Integration of Zoho Books and Zoho CRM has several benefits including the seamless integration of the two modules. You can view all your financial transactions within Zoho Books and customer details within Zoho CRM. When integrated, these two applications work together to help you stay organized and make informed decisions about sales, customer retention, finance, etc. There are other benefits associated with the integration of Zoho Books and Zoho CRM such as:
  • 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.