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Zoho Mail + Zoho Books Integrations

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

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

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

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Best ways to Integrate Zoho Mail + Zoho Books

  • Zoho Mail Zoho Books

    Zoho Mail + Zoho Books

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

    Zoho Mail + Zoho Books

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

    Zoho Mail + Zoho Books

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

    Zoho Mail + Zoho Books

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

    Zoho Mail + Zoho Books

    Create Contact to Zoho Books from New Email Matching Search in Zoho Mail Read More...
    Close
    When this happens...
    Zoho Mail New Email Matching Search
     
    Then do this...
    Zoho Books Create Contact
  • Zoho Mail {{item.actionAppName}}

    Zoho Mail + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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
  • Send Email

    Draft and send a new email message.

  • 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 Mail & Zoho Books Integrations Work

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

    (2 minutes)

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

Integration of Zoho Mail and Zoho Books

Zoho Mail?

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?

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.

Integration of Zoho Mail and Zoho Books

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.

Benefits of Integration of Zoho Mail and Zoho Books

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.