Integrate Zoho Connect with Zoho Books

Zoho Books is one of the many products offered by Zoho. It is a web-based accounting and business management software. It helps businesses to manage their finances and transactions. With Zoho Books, users can get real-time reports, manage their inventory, and even keep track of their employees.

Zoho Connect is a web-based application that lets users connect to different applications in order to share data and synchronize contacts, calendars, tasks, and files. Zoho Connect supports the integration of different applications into one platform. Users can use Zoho Connect to connect to other applications like MS Office, Salesforce, SugarCRM, Gmail, and more. This helps users to organize their information and data from multiple sources together in one location.

Integration of Zoho Connect and Zoho Books is easy to set up. They both use OAuth protocp for authentication which takes only a few steps to complete. Once the integration has been set up, users can enjoy the benefits of using these two applications together.

Zoho Books can automatically upload transactions made using Zoho Connect to a user’s bank account. This allows users to have a better overview of their finances and transactions. Users can also download reports in PDF format from Zoho Books which contain all the transaction information.

Zoho Connect helps users synchronize their contact lists between Zoho Connect and Zoho Books. Users can also transfer contacts from Gmail or Outlook to Zoho Connect. This allows them to have a single database for contacts rather than using multiple databases for multiple applications.

Employees can create tasks in Zoho Connect and assign them to other employees or clients of the company using Zoho Books. Users can also add comments or attach documents to tasks. Tasks created in Zoho Connect can be assigned to different users of Zoho Books. Employees can then view the tasks assigned to them on their work calendar. The task information will appear as tasks in the Zoho Calendar app while the task creator will receive a notification about the task via email.

Zoho Connect and Zoho Books are great apps for business owners who want to manage their finances and operations easily. Integration of these two applications is easy to set up and will benefit the users by making it easier for them to read reports, manage their inventory and even help them with reporting on project expenses and time sheets.

The process to integrate Zoho Connect and Zoho Books 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.