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ActiveCampaign + Zoho Books Integrations

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

About ActiveCampaign

ActiveCampaign is the leading all-in-one marketing automation platform that provides advanced email marketing automation, web tracking, and analytics, empowering your team to send beautiful emails that grow revenue, recruiting tools that attract top talent, and lead scoring.

About Zoho Books

Zoho Books is web-based accounting software that increases financial visibility across your business. It features contact management, invoices, expenses, sales and purchase, inventory management, etc.

Zoho Books Integrations
Zoho Books Alternatives

Connect the apps you use everyday and find your productivity super-powers.

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Best ActiveCampaign and Zoho Books Integrations

  • ActiveCampaign Pipedrive

    ActiveCampaign + Pipedrive

    Add new or updated ActiveCampaign contacts to Pipedrive as people Read More...
    When this happens...
    ActiveCampaign New or Updated Contact
     
    Then do this...
    Pipedrive Create Person
    With this ActiveCampaign - Pipedrive integration from Appy Pie Connect, you can keep both your marketing and CRM synced up without any human intervention. Once this integration is active, whenever you get new contacts on ActiveCampaign or update someone's details, Appy Pie Connect will automatically add them to Pipedrive as new people. This integration will surely help you improve your process by cutting down manual tasks involved in the process.
    How this ActiveCampaign - Pipedrive integration works
    • A new contact is added or updated on ActiveCampaign
    • Appy Pie Connect automatically creates a person on Pipedrive
    What You Need
    • An ActiveCampaign account
    • A Pipedrive account
  • ActiveCampaign Asana

    ActiveCampaign + Asana

    Create Asana tasks for new ActiveCampaign deals Read More...
    When this happens...
    ActiveCampaign New Deal Task
     
    Then do this...
    Asana Create Task
    Asana is a place where teams can create and prioritize to-do lists, chat about shared projects, and see the overall progress on what matters to them. Connecting ActiveCampaign with asana allows you to easily track all your deals and follow up without ever having to manually enter or copy data. With this connection, you can create tasks in Asana when new deal tasks are created in ActiveCampaign. Use this integration to make sure that the deal team is always up to date on the latest opportunities.
    How This Integration Works
    • A new deal is created in ActiveCampaign
    • Appy Pie Connect will automatically create a task in Asana
    What You Need
    • ActiveCampaign
    • Asana
  • ActiveCampaign BigCommerce

    ActiveCampaign + BigCommerce

    Add customers in BigCommerce for new ActiveCampaign contacts Read More...
    When this happens...
    ActiveCampaign New Contact Note
     
    Then do this...
    BigCommerce Create Customer
    Do you want to add marketing contact to your e-commerce store? There is no point in slowing down the process with manual input when automated solutions can be used to do that. Set up this Connect and Appy Pie Connect will automatically send every new ActiveCampaign contact to BigCommerce. This integration is perfect for anyone who uses both of these applications and needs to keep their contacts in sync.
    How It Works IT WORKS
    • A new contact is added in ActiveCampaign
    • Appy Pie Connect automatically creates a BigCommerce customer
    What You Need
    • ActiveCampaign account
    • Bigcommerce account
  • ActiveCampaign ActiveCampaign

    Pipedrive + ActiveCampaign

    Create or update ActiveCampaign contacts from new Pipedrive contacts Read More...
    When this happens...
    ActiveCampaign New Person
     
    Then do this...
    ActiveCampaign Create/Update Contact
    Use this Connect and automatically add or update contacts in ActiveCampaign whenever a new person is added on Pipedrive. This connect will help you keep your CRM data in shape. After setting this integration up, whenever you get a new contact on Pipedrive or update someone's details, Appy Pie Connect will automatically add them as a new person on ActiveCampaign.
    How this ActiveCampaign - Pipedrive integration works
    • A new contact is added or updated on Pipedrive
    • Appy Pie Connect automatically creates a person on ActiveCampaign
    What You Need
    • An ActiveCampaign account
    • A Pipedrive account
  • ActiveCampaign ActiveCampaign

    Gmail + ActiveCampaign

    Create or update ActiveCampaign contacts from new emails matching search Criteria on Gmail [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    ActiveCampaign New Email Matching Search
     
    Then do this...
    ActiveCampaign Create/Update Contact

    An email marketing campaign is a cost-effective solution that gives businesses the power to capture new leads and build strong relationships with existing customers. Use this integration and give your email marketing a new dimension. When active, each time a new email shows up in your Gmail inbox, we add a new contact or update an existing contact in ActiveCampaign.

    Note: To use this integration you must have a Business Gmail account.

    How this integration works
    • A new email matching your search terms is received on Gmail
    • Appy Pie Connect automatically adds or updates your contacts in ActiveCampaign.
    What You Need
    • A Gmail account
    • An ActiveCampaign account
  • ActiveCampaign ActiveCampaign

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    ActiveCampaign {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect ActiveCampaign + Zoho Books in easier way

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

    Triggers
  • New Contact Note

    Triggers when a new contact note is added.

  • New or Updated Contact

    Triggers when a new contact is added or existing contact's details are updated.

  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

    Actions
  • Add Contact Note

    Adds new contact note.

  • Create/Update Contact

    Creates a new contact.

  • Update Contact

    Update an existing contact.

  • 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.

How ActiveCampaign & Zoho Books Integrations Work

  1. Step 1: Choose ActiveCampaign as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate ActiveCampaign with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Zoho Books as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Zoho Books with Appy Pie Connect.

    (2 minutes)

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

Integration of ActiveCampaign and Zoho Books

ActiveCampaign is an email marketing software for small and medium sized businesses that allows its users to send professional looking emails, track email opens, click-throughs, unsubscribes, spam complaints, and bounces. The company was founded in 2011 by Jason VandeBoom and Matt Steele. ActiveCampaign is headquartered in Tulsa, Oklahoma. Zoho Books is a cloud-based accounting software which helps small business owners manage their finances and connect with customers.Zoho Books was founded in 2007 by Sridhar Vembu. It is based out of Redwood City, California and has offices in India, UK and Australia.

Integration of ActiveCampaign and Zoho Books

The integration of ActiveCampaign and Zoho Books allows users to create invoices directly from contacts added to ActiveCampaign. When creating an invoice from a contact in Zoho Books, the email address of the contact is automatically added to the To field. This makes it easier for the user to send fplow-up emails after sending an invoice to a client.Users can also add contacts imported from Zoho Books to ActiveCampaign lists or segments. Once added to these lists, the user can then send out targeted campaigns to those clients without having to import them from Zoho Books. For example, if a business wanted to send out a promotional email to clients who have spent more than $500, they would be able to do so by adding clients who spent more than $500 in Zoho Books to a list in ActiveCampaign.To integrate ActiveCampaign and Zoho Books users need to connect their accounts using Zapier.

Benefits of Integration of ActiveCampaign and Zoho Books

This integration provides many benefits such as:

  • Users can create invoices from contacts in Zoho Books.
  • They can create segments of contacts in Zoho Books.
  • Users can import contacts added through Zoho Books into lists or segments in ActiveCampaign.
  • Users can create custom fields in ActiveCampaign based on information stored in Zoho Books.
  • Users can integrate multiple campaigns and automate sending out emails using a trigger that connects accounts on ActiveCampaign and Zoho Books.

6. Users can track activity on both platforms, such as sending invoices or creating a segment from contacts added through Zoho Books.C. Conclusion

The integration of ActiveCampaign and Zoho Books simplifies email marketing for small businesses by allowing users to create campaigns and send fplow-up emails faster. This integration also allows users to create segments, advanced segments and scorecards within minutes instead of hours or days. By tracking activity on both platforms, users can stay up to date on how effective their marketing campaigns are. Overall, this integration allows small businesses to save time and use their resources in other areas of the business.

The process to integrate ActiveCampaign 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.