Zoho Books + Zoho CRM Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho Books and Zoho CRM
- No code
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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 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 IntegrationsLooking for the Zoho CRM Alternatives? Here is the list of top Zoho CRM Alternatives
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Best ways to Integrate Zoho Books + Zoho CRM
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When this happens...
New Item
Then do this...
Create/Update Lead
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Zoho Books + Zoho CRM
Create/Update Contact to Zoho CRM from New Item in Zoho Books Read More...When this happens...
New Item
Then do this...
Create/Update Contact
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Zoho Books + Zoho CRM
Create Module Entry to Zoho CRM from New Item in Zoho Books Read More...When this happens...
New Item
Then do this...
Create Module Entry
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Zoho Books + Zoho CRM
Add Attachment in Zoho CRM when New Item is created in Zoho Books Read More...When this happens...
New Item
Then do this...
Add Attachment
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Zoho Books + Zoho CRM
Create/Update Lead to Zoho CRM from New Contact in Zoho Books Read More...When this happens...
New Contact
Then do this...
Create/Update Lead
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Zoho Books + Zoho CRM 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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New Contact
Triggers when a new contact is added.
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New Record
Triggers instantaneously when any entry is created in the specified module.
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New or Updated Contact
Triggers when a new contact is added or modified in Zoho.
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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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Add Attachment
Add attachment to the selected Module entry.
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Create Module Entry
Creates a new entry in a module
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Create/Update Contact
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
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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
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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 Zoho CRM 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 Zoho CRM.
(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 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.
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.
