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.
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
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It's easy to connect Agile CRM + Zoho Books without coding knowledge. Start creating your own business flow.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Triggers when a new contact is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers on a new sales invoice in Zoho Books.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
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.
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.
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
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