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Integrate Zoho Books with Zoho Mail

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

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About Zoho Books

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 Integrations
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Best ways to Integrate Zoho Books + Zoho Mail

  • Zoho Books Integration Zoho Mail Integration

    Zoho Books + Zoho Mail

    Send Email in Zoho Mail when New Item is created in Zoho Books Read More...
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  • Zoho Books Integration Zoho Mail Integration

    Zoho Books + Zoho Mail

    Send Email in Zoho Mail when New Contact is created in Zoho Books Read More...
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  • Zoho Books Integration Zoho Mail Integration

    Zoho Books + Zoho Mail

    Send Email in Zoho Mail when New Sales Invoice is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Sales Invoice
     
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    Zoho Mail Integration Send Email
  • Zoho Books Integration Zoho Mail Integration

    Zoho Books + Zoho Mail

    Send Email in Zoho Mail when New Estimate is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Estimate
     
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    Zoho Mail Integration Send Email
  • Zoho Books Integration Zoho Books Integration

    Zoho Mail + Zoho Books

    Create Contact to Zoho Books from New Email in Zoho Mail Read More...
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    When this happens...
    Zoho Books Integration New Email
     
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    Zoho Books Integration Create Contact
  • Zoho Books Integration {{item.actionAppName}} Integration

    Zoho Books + {{item.actionAppName}}

    {{item.message}} Read More...
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    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
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    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Zoho Books + Zoho Mail in easier way

It's easy to connect Zoho Books + Zoho Mail without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Credit Notes

    Triggers every time a new credit note is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Purchase Order

    Triggers every time a new purchase order is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Sales Order

    Triggers every time a new sales order is created.

  • New Email

    Triggers whenever you receive a new email.

  • New Email Matching Search

    Triggers every time you receive a new email matching search criteria.

  • New Tagged Email

    Triggers once a new email is received and tagged within two days.

    Actions
  • Create Bill

    Creates a new bill.

  • 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.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

  • Send Email

    Draft and send a new email message.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Zoho Books & Zoho Mail 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 Mail 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 Mail.

    (2 minutes)

  6. 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.