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Agile CRM + Zoho Books Integrations

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

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

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.

  • FreshBooks FreshBooks
  • Freshsales Freshsales

Best Agile CRM and Zoho Books Integrations

  • Agile CRM MailChimp

    Agile CRM + MailChimp

    Turn new Agile CRM Contacts into MailChimp subscribers Read More...
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Both, Agile CRM and MailChimp are popular marketing automation platforms that enable millions of businesses run successful marketing campaigns. When you sync the two apps, you add another level of efficiency in your workflow. After setting up this integration, Appy Pie Connect will automatically turn your Agile CRM Contacts into MailChimp subscribers thereby broadening your audience base. Don’t waste another minute! Automate your workflow now without any coding or programming skills.
    How It Works
    • Whenever a new contact is added on Agile CRM
    • Appy Pie Connect automatically adds it to MailChimp as a new subscriber
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Send Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    Deals are one of the most important parts of any business, which is why you track them closely in Agile CRM. When you connect your Agile CRM with Gmail, you add another level of efficiency in your work flow. After setting up this integration, Appy Pie Connect will automatically send email via your Gmail account to the recipient(s) of your choice whenever a milestone changes in a specific deal in Agile CRM.
    How this Gmail – Agile CRM integration works
    • A Milestone is changed in a specific deal in Agile CRM
    • Appy Pie Connect sends Gmail email to the recipients of your choice
    What is Needed for This Integration
    • An Agile CRM Account
    • A Gmail account
  • Agile CRM MailChimp

    Agile CRM + MailChimp

    Create MailChimp Subscribers from tagged Agile CRM Contacts Read More...
    When this happens...
    Agile CRM New Tag to Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Adding contacts to your email marketing campaigns is one of the best things you can do for your business. Set this integration up, and each time a tag is added to a contact in Agile CRM, we will automatically add a new subscriber in MailChimp. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How this Integration Works
    • A new tag is added to an Agile CRM contact
    • Appy Pie Connect adds a new subscriber in MailChimp.
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Share Agile CRM deal milestones in a Gmail email Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    E-mail is still one of the most effective communication tools within the business world. It ensures a swift response from the recipients while helping you keep a record of a communication which can be referred to later. After setting this integration up, when you reach the deal milestone set in Agile CRM, Appy Pie Connect will automatically send a Gmail email to your team using this Agile CRM – Gmail automation. This integration helps you keep your team informed about the progress.
    How this Integration Works
    • When you hit a deal milestone in Agile CRM
    • Appy Pie Connect sends a new Gmail email
    What is Needed for This Integration
    • An Agile CRM account
    • A Google account
  • Agile CRM Slack

    Agile CRM + Slack

    Share Agile CRM Deal Milestones in Slack Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Slack Send Channel Message
    Celebrate every milestone with your team and keep them motivated in the long run by connecting your Agile CRM with Slack. Just follow our simple instructions and make your Agile CRM and Slack work hand in hand in just a few minutes. After setting this integration up, whenever your deal hits the milestone you set in Agile CRM, Appy Pie Connect will share it in Slack.
    How this Integration Works
    • Whenever your deal hits the milestone you set in Agile CRM
    • Appy Pie Connect sends a message to your chosen Slack channel
    What You Need
    • An Agile CRM account
    • A Slack Account
  • Agile CRM Slack

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

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

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • 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 Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • 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 Agile CRM & Zoho Books Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Agile CRM 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 Agile CRM and Zoho Books

In this article, I will discuss Agile CRM and Zoho Books integration. Also, I will highlight the benefits of integration of these two products.

Agile CRM and Zoho Books are two very useful applications for businesses, especially those that offer services to clients. For example, a company that offers bookkeeping services can use Agile CRM to manage their client’s data in an organized and convenient way. Zoho Books is the software component of Zoho Office Suite, which is used by small- and mid-sized businesses for accounting purposes.

Zoho Books offers a wide range of capabilities that make it suitable for any type of business. It allows keeping track of payments received, making payments, managing expenses, tracking inventory and analyzing profit and loss. In addition, the program enables clients to access their financial reports from any location using a web browser.

    Integration of Agile CRM and Zoho Books

Integration of Agile CRM and Zoho Books is helpful in many ways. The first important point is that it allows users to take advantage of the full-featured functionality of both products. For example, Agile CRM provides features such as lead management, pipeline management, sales forecasting, competitive intelligence, etc. Zoho Books provides reports and tools for financial analysis, but lack some other essential components like lead management or pipeline management. However, these features are available in Agile CRM, so if you integrate the two systems together, you get more powerful tools for your business.Another benefit that comes with integration is streamlined data flow between Agile CRM and Zoho Books. Users can easily import information from one product into the other using a CSV file or API. This way you can avoid manual copying of data and save time.The third benefit is integration means no need to install multiple programs on your computer. This saves space on your hard drive and makes it easier to keep track of installed software.Also, integration means that you don’t have to spend money for additional hardware. You can use existing computers for running both applications smoothly.

    What is Agile CRM?

Agile CRM is a comprehensive solution for managing sales processes in small and mid-sized businesses. The program is based on an open source platform called SugarCRM which was created by a US company called SugarCRM Inc.The major features that come with Agile CRM include email marketing, calendar management, lead management, social media management, etc. The program also includes a mobile app for Android devices and iPhone. Using this app users can access their contacts’ information on the go. Nowadays most people use their smartphones to access the Internet; therefore this feature becomes quite useful. Besides, there is a Chrome extension for Agile CRM that allows users to stay connected with their client database on any device with an Internet connection (PC, laptop, smartphone or tablet.

    What is Zoho Books?

Zoho Books is an accounting software package developed by a company called Zoho Corp based in California, US. Zoho Corporation is a network of companies working in different areas like e-commerce, ERP (enterprise resource planning), online communication solutions or productivity suites for businesses and individuals. Zoho Corporation has offices in countries like India, Ireland, Indonesia, Malaysia, Singapore, Thailand, Philippines and Vietnam etc. Now let’s see what Zoho Book has to offer for its customers.Reports and Analysis Tools – The reports module allows users to create custom reports or choose from predefined ones like Profit & Loss Statement (P&L. or balance sheets. Also, there

The process to integrate Agile CRM and Zoho Books may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.