Integrate Zoho Books with Zoho Mail
Appy Pie Connect allows you to automate multiple workflows between Zoho Books and Zoho Mail
- No code
- No Credit Card
- Lightning Fast Setup
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 Mail
Zoho Mail is a full-featured email marketing platform to help you communicate with customers and prospects. It allows businesses create and send personalized email newsletters, design emails, and track opens & clicks.
Zoho Mail IntegrationsLooking for the Zoho Mail Alternatives? Here is the list of top Zoho Mail Alternatives
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Gmail
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Microsoft Outlook
Best ways to Integrate Zoho Books + Zoho Mail
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Zoho Books + Zoho Mail
Send Email in Zoho Mail when New Item is created in Zoho Books Read More...When this happens...
New Item
Then do this...
Send Email
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Zoho Books + Zoho Mail
Send Email in Zoho Mail when New Contact is created in Zoho Books Read More...When this happens...
New Contact
Then do this...
Send Email
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Zoho Books + Zoho Mail
Send Email in Zoho Mail when New Sales Invoice is created in Zoho Books Read More...When this happens...
New Sales Invoice
Then do this...
Send Email
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Zoho Books + Zoho Mail
Send Email in Zoho Mail when New Estimate is created in Zoho Books Read More...When this happens...
New Estimate
Then do this...
Send Email
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When this happens...
New Email
Then do this...
Create Contact
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho Books + Zoho Mail 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 Email
Triggers whenever you receive a new email.
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New Email Matching Search
Triggers every time you receive a new email matching search criteria.
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New Tagged Email
Triggers once a new email is received and tagged within two days.
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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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Send Email
Draft and send a new email message.
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How Zoho Books & Zoho Mail 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 Mail 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 Mail.
(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 Mail
Zoho Books is a software application that was developed by ZOHO Corporation. It is a cloud-based accounting spution, and it enables small businesses to manage their financial records easily. In this article, I will discuss the integration of Zoho Books and Zoho Mail, how the integration of Zoho Books and Zoho Mail benefits the users, and how the integration of Zoho Books and Zoho Mail enhances the customer support services.
Zoho Books?
Zoho Books is a web-based accounting application that combines the rpe of an accounting program and a CRM system in one. For example, it allows you to manage your finances by recording payments, invoices, sales, expenses etc. Moreover, it supports several currencies and multiple users which facilitates cplaboration among various departments within an organization.
Zoho Mail?
Zoho Mail is a cloud-based email server which enables users to send emails via a web browser or any other compatible device. Unlike traditional email servers, it allows you to access your mails from different devices even if you are using different operating systems like Windows, Android or iOS.
Integration of Zoho Books and Zoho Mail
Zoho Books and Zoho Mail can be integrated with each other for better customer support services. This integration not only allows users to access their Zoho Books account but also enables them to send emails through Zoho Mail to their customers. This integration helps small businesses as customers can get easy access to their emails from anywhere in the world without any hassle.
Benefits of Integration of Zoho Books and Zoho Mail
- Better customer support service. This integration allows business owners to access both their accounts (Zoho Books and Zoho Mail. from a single portal. Therefore, they can send mail or schedule appointments with their customers easily.
- Easier management of the accounts. When you integrate both accounts, it becomes easier for you to manage your accounts as well as provide better customer support services. This integration makes it possible for you to manage your accounts in one place where you could check all your transactions, send email and schedule appointments with your customers.
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Considering the benefits of integrating Zoho Books and Zoho Mail for providing better customer support services, it is evident that small businesses will gain from this integration. Customers will be able to get easy access to their business emails on the go and hence book appointments or talk to the business owners without any hassle. It also makes it easy for the business owners to manage all their financial transactions from a single portal.
The process to integrate Zoho Books and Zoho Mail 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.
