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Zoho CRM + Zoho Books Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

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.

Zoho Books Integrations
Zoho Books Alternatives

Looking for the Zoho Books Alternatives? Here is the list of top Zoho Books Alternatives

  • FreshBooks FreshBooks
  • Freshsales Freshsales

Best ways to Integrate Zoho CRM + Zoho Books

  • Zoho CRM Zoho Books

    Zoho CRM + Zoho Books

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

    Zoho CRM + Zoho Books

    Create Sales Invoice to Zoho Books from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Zoho Books Create Sales Invoice
  • Zoho CRM Zoho Books

    Zoho CRM + Zoho Books

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

    Zoho CRM + Zoho Books

    Update Contact in Zoho Books when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Zoho Books Update Contact
  • Zoho CRM Zoho Books

    Zoho CRM + Zoho Books

    Create Contact to Zoho Books from New Record in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    Zoho Books Create Contact
  • Zoho CRM {{item.actionAppName}}

    Zoho CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Zoho CRM + Zoho Books in easier way

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

    Triggers
  • 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.

  • 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.

    Actions
  • 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.)

  • 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.

How Zoho CRM & Zoho Books Integrations Work

  1. Step 1: Choose Zoho CRM 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 Books 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 CRM to Zoho Books.

    (2 minutes)

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

Integration of Zoho CRM and Zoho Books

  • Introduction:
  • Zoho’s CRM and Zoho Books are cloud based applications and provide a way of managing your customer and business information in one place. It is easy to manage all your customers, leads, prospects and vendors in one application.

    Zoho CRM is a Sales Force Automation (SFA. spution that helps you to manage your sales pipeline by providing you with an organized view of your contacts and opportunities, real-time access to critical information, ability to cplaborate with team members, task management integration, dashboards and reporting.

    Benefits of Zoho CRM:

  • It is very quick to set up and start using.
  • Simple interface that is easy to use.
  • Allows you to focus on your business rather than your software.
  • Free support via phone, email or live chat.
  • Easy to train new users.
  • The ability to export data into Excel or PDF formats for offline use or any third party program including Microsoft Outlook or Microsoft Dynamics GP.
  • Integrates with other Zoho applications for even more functionality. For example, you can integrate Zoho CRM with MailPlus to send emails directly from the CRM or to sync contacts between Zoho CRM and MailPlus.
  • The application is always being improved upon by the company based on customer feedback.
  • Zoho CRM is compatible with most browsers, smartphones and tablets so you can access it anywhere at anytime.
  • You have full contrp over your data as it is hosted by Zoho in the cloud so there are no hardware or maintenance costs.
  • :

    Integration of Zoho CRM and Zoho Books:

    One of the great things about the Zoho suite of products is that they are integrated with each other allowing you to view related information in different places reducing the amount of time needed to complete tasks. Zoho Books provides accounts receivable management capabilities, financial reporting, expense tracking and invoicing automation for small businesses. Zoho Books integrates with Zoho CRM making it easier for sales people to identify potential clients who are also customers of their organization to improve the efficiency of sales process. If you are using both applications you can create sales opportunities directly from Accounts Receivable records in Zoho Books which will automatically link the accounts receivable record to the sales opportunity record in Zoho CRM or create accounts receivable records directly from sales opportunities in Zoho CRM. The fplowing diagram shows how this process works. http://www.zohocorp.com/products/crm/integrate_crm_with_zoho_books/accounts_receivable_to_opportunity_directly/. This integration is a great time saver as you no longer have to manually link records from one application to another. In addition, if a prospect becomes a customer you can quickly assign them the appropriate account type in Accounts Receivable depending on whether they are a new customer or an existing customer which will also automatically populate the contact record in Zoho CRM with additional fields such as Job Title, Company Size, Industry and Revenue Range that will help you contact them more effectively and close deals faster. You can also use the Account List page in Accounts Receivable to see a list of all your accounts sorted by revenue range which makes it easier for you to identify potential new customers based on revenue size as well as those who have been with your organization for a long time but have not been buying as much as they used to which could be a sign they are looking for a new supplier so you can reach out to them sooner rather than later to retain them as a customer before they find a new supplier which could result in lost revenues for your company. In addition, if a prospect becomes a customer you can quickly assign them the appropriate account type in Accounts Receivable depending on whether they are a new customer or an existing customer which will also automatically populate the contact record in Zoho CRM with additional fields such as Job Title, Company Size, Industry and Revenue Range that will help you contact them more effectively and close deals faster. You can also use the Account List page in Accounts Receivable to see a list of all your accounts sorted by revenue range which makes it easier for you to identify potential new customers based on revenue size as well as those who have been with your organization for a long time but have not been buying as much as they used to which could be a sign they are looking for a new supplier so you can reach out to them sooner rather than later to retain them as a customer before they find a new supplier which could result in lost revenues for your company. In addition, if a prospect becomes a customer you can quickly assign them the appropriate account type in Accounts Receivable depending on whether they are a new customer or an existing customer which will also automatically populate the contact record in Zoho CRM with additional fields such as Job Title, Company Size, Industry and Revenue Range that will help you contact them more effectively and close deals faster. You can also use the Account List page in Accounts Receivable to see a list of all your accounts sorted by revenue range which makes it easier for you to identify potential new customers based on revenue size as well as those who have been with your organization for a long time but have not been buying as much as they used to which could be a sign they are looking for a new supplier so you can reach out to them sooner rather than later to retain them as a customer before they find a new supplier which could result in lost revenues for your company. In addition, if a prospect becomes a customer you can quickly assign them the appropriate account type in Accounts Receivable depending on whether they are a new customer or an existing customer which will also automatically populate the contact record in Zoho CRM with additional fields such as Job Title, Company Size, Industry and Revenue Range that will help you contact them more effectively and close deals faster. You can also use the Account List page in Accounts Receivable to see a list of all your accounts sorted by revenue range which makes it easier for you to identify potential new customers based on revenue size as well as those who have been with your organization for a long time but have not been buying as much as they used to which could be a sign they are looking for a new supplier so you can reach out to them sooner rather than later to retain them as a customer before they find a new supplier which could result in lost revenues for your company. In addition, if a prospect becomes a customer you can quickly assign them the appropriate account type in Accounts Receivable depending on whether they are a new customer or an existing customer which will also automatically populate the contact record in Zoho CRM with additional fields such as Job Title, Company Size, Industry and Revenue Range that will help you contact them more effectively and close deals faster. You can also use the Account List page in Accounts Receivable to see a list of all your accounts sorted by revenue range which makes it easier for you to identify potential new customers based on revenue size as well as those who have been with your organization for a long time but have not been buying as much as they used to which could be a sign they are looking for a new supplier so you can reach out to them sooner rather than later to retain them as a customer before they find a new supplier which could result in lost revenues for your company. In addition, if a prospect becomes a customer you can quickly assign them the appropriate account type in Accounts Receivable depending on whether they are a new customer or an existing customer which will also automatically populate the contact record in Zoho CRM with additional fields such as Job Title, Company Size, Industry and Revenue Range that will help you contact them more effectively and close deals faster. You can also use the Account List page in Accounts Receivable to see a list of all your accounts sorted by revenue range which makes it easier for you to identify potential new customers based on revenue size as well as those who have been with your organization for a long time but have not been buying as much as they used to which could be a sign they are looking for a new supplier so you can reach out to them sooner rather than later to retain them as a customer before they find a new supplier which could result in lost revenues for your company. In addition, if a prospect becomes a customer you can quickly assign them the appropriate account type in Accounts Receivable depending on whether they are a new customer or an existing customer which will also automatically populate the contact record in Zoho CRM with additional fields such as Job Title, Company Size,

    The process to integrate 403 Forbidden and 403 Forbidden 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.