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 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 Mail + Zoho BooksCreate Sales Invoice to Zoho Books from New Email in Zoho Mail Read More...
Zoho Mail + Zoho BooksUpdate Contact in Zoho Books when New Email is created in Zoho Mail Read More...
Zoho Mail + Zoho BooksCreate Contact to Zoho Books from New Email Matching Search in Zoho Mail Read More...
It's easy to connect Zoho Mail + Zoho Books without coding knowledge. Start creating your own business flow.
Triggers whenever you receive a new email.
Triggers every time you receive a new email matching search criteria.
Triggers once a new email is received and tagged within two days.
Triggers when a new contact is created.
Triggers every time a new credit note is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers every time a new purchase order is created.
Triggers on a new sales invoice in Zoho Books.
Triggers every time a new sales order is created.
Draft and send a new email message.
Creates a new bill.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Updates an existing invoice in Zoho Books.
Zoho Mail is an online spution to store your email and provide a mail service to your clients. It comes with two plans – Free and Corporate that cost $5.00 per user per month and $15.00 per user per month respectively.
Zoho Books is an integrated accounting software for small business owners. It comes with four plans – Free, Starter, Pro and Enterprise. The Free plan is a fully functional accounting software whereas the paid plans come with more features and services.
If you are using Zoho Mail and Zoho Books, you will find that they work together seamlessly. You can create invoices from your emails, send them directly to your clients or save them as PDF files for future use. Your customers can pay you online as well. This allows you to save time and money. You can also manage your sales data in one place.
Integration of Zoho Mail and Zoho Books saves a lot of time and money for small business owners. They do not have to keep checking their emails to make sure every customer has been replied to. Their sales data is automatically saved in the accounting software which helps them keep track of what they are selling and how they are selling it. With this information, they can improve their sales techniques to increase profits in the future.
Zoho Mail is a great spution for small business owners looking for a way to manage their email and give their customers the best possible service. It is easy to use and does not require a lot of maintenance. The integration with Zoho Books means that you do not have to worry about double entry of data or keeping track of every sale that you make.
The process to integrate Zoho Mail 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.