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Klaviyo + Zoho Books Integrations

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

About Klaviyo

Klaviyo is the all-in-one email marketing platform for eCommerce. This tool has everything you need to run marketing campaigns and stay in touch with customers.

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
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Best Klaviyo and Zoho Books Integrations

  • Klaviyo Klaviyo

    Gmail + Klaviyo

    Add new Klaviyo subscribers from a labeled Gmail emails [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Klaviyo New Labeled Email
     
    Then do this...
    Klaviyo Add Subscriber

    Email is one of the best sources of customer data. If you want to add all your email contact details to your email marketing tools, then this Gmail-Klaviyo integration from Appy Pie Connect is for you. Set up this Gmail- Klaviyo integration to trigger an automated workflow as soon as you label an email on Gmail, adding a new subscriber to a list in Klaviyo so you can keep growing your email marketing list. You need not learn to code, just follow our simple instructions and set up this connect now.

    How this integration works
    • A new email is labeled in Gmail
    • Appy Pie Connect adds a new subscriber to Klaviyo
    What You Need
    • A Gmail account
    • A Klaviyo account
  • Klaviyo Klaviyo

    Gmail + Klaviyo

    Create or Update Subscribers in Klaviyo on Gmail emails [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Klaviyo New Email
     
    Then do this...
    Klaviyo Add Subscriber
    Gmail is a great way to collect contact information. With this Appy Pie Connect integration set up, whenever a new email is received in Gmail, a new subscriber will be added to a list in Klaviyo automatically. That way you can keep your email marketing list growing. With Appy Pie’s Connect, you can set up this integration in minutes without writing a single line of code.
    How This Gmail- Klaviyo Integration Works
    • You have a new email in your Gmail inbox
    • Appy Pie Connect adds a new subscriber to a list in Klaviyo
    What You Need
    • A Gmail account
    • A Klaviyo account
  • Klaviyo Klaviyo

    Gmail + Klaviyo

    Add new Klaviyo subscribers from a labeled Gmail emails [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Klaviyo New Labeled Email
     
    Then do this...
    Klaviyo Add Subscriber
    Email is one of the best sources of customer data. If you want to add all your email contact details to your email marketing tools, then this Gmail-Klaviyo integration from Appy Pie Connect is for you. Set up this Gmail- Klaviyo integration to trigger an automated workflow as soon as you label an email on Gmail, adding a new subscriber to a list in Klaviyo so you can keep growing your email marketing list. You need not learn to code, just follow our simple instructions, and set up this connect now.
    How This Gmail-Klaviyo Integration Works
    • A new email is labeled in Gmail
    • Appy Pie Connect adds a new subscriber to Klaviyo
    What You Need
    • A Gmail account
    • A Klaviyo account
  • Klaviyo MailChimp

    Zoho Books + MailChimp

    Add New Zoho Books Contacts to a List on MailChimp Read More...
    When this happens...
    Klaviyo New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Set up this Zoho Books – MailChimp integration and we will help you grow your MailChimp customer list more efficiently than ever before. After setting this integration up, Appy Pie connect will add a new contact in a MailChimp list for every new contact in Zoho Books. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How this Zoho Books - MailChimp integration works
    • A new contact is added in Zoho Books
    • Appy Pie Connect automatically adds them as new subscribers in MailChimp.
    What You Need
    • A Zoho Books account
    • A MailChimp List
  • Klaviyo Slack

    Zoho Books + Slack

    Post direct messages to a Slack channel with new invoices from Zoho Books Read More...
    When this happens...
    Klaviyo New Sales Invoice
     
    Then do this...
    Slack Send Direct Message
    Slack is a powerful team communication platform that brings all your communication together in one place. When you connect it with Zoho Books, you add another level of efficiency in your team communication as well as business process. Use this Connect and automatically send Zoho Books invoice details to Slack. This integration will surely help you improve your process by cutting down manual tasks involved in the process.
    How this Zoho Books - Slack integration works
    • A new Invoice is created in your Zoho Books
    • Appy Pie Connect automatically sends a direct message on Slack
    What is needed for this integration
    • A Zoho Books account
    • A Slack account
  • Klaviyo Slack

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

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

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

    Triggers
  • New Event

    Triggers on a new event for any metric.

  • New Member

    Creates a member.

  • 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 Members

    Creates a member.

  • Add Subscriber

    Adds a new subscriber to a list you specify. Profiles are single or double opted in based on the list's settings.

  • Update Subscriber

    Updates an existing subscriber.

  • 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 Klaviyo & Zoho Books Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Klaviyo 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 Klaviyo and Zoho Books

Klaviyo is a marketing automation top that helps e-commerce merchants to connect with its customers and build a strong customer relationship. Klaviyo provides various services like email, Facebook messenger, Instagram, Google Analytics, etc. Zoho Books is an online accounting software that helps small and medium businesses to manage their invoicing, accounting, and payrpl.

Klaviyo and Zoho Books integration is a useful combination of both the platforms. It can help you to automate your business processes and increase the productivity by automating day-to-day activities.

This integration can be achieved by connecting Klaviyo account to Zoho Books account. Let us now discuss how to integrate Klaviyo and Zoho Books account.

Integration of Klaviyo and Zoho Books is easy to achieve with the help of Zapier. Zapier allows you to connect any two apps that are supported on Zapier. Hence, multiple app integrations are easily achievable when you use Zapier. Let us now discuss how to integrate Klaviyo and Zoho Books account in two steps:

Step 1. Create a free account on Zapier here and connect your Klaviyo account and Zoho Books account on Zapier.

Step 2. Now select Klaviyo as Trigger Channel and Zoho Books as Action Channel. Now you have to create two different sets of actions for each channel.

For Klaviyo channel:

  • In the first step, you need to select the type of triggers you want to use for your account. You can choose any trigger that suits your requirements from the list.
  • In the second step, you need to select the options in which you want to create the action of trigger. The actions include Mail, SMS & Text message, Facebook Messenger, Slack, Twitter, etc. You can choose any action that suits your requirements from the list.
  • In the third step, you need to select the destination for your action. You can select any destination for your action from the list. The option includes your own email address or any other email address. For instance, if you want to receive an email from Zoho Books after successfully integrating Klaviyo and Zoho Books account then you need to choose your email address as the destination for your action. If you want to receive an SMS message from Zoho Books after successfully integrating Klaviyo and Zoho Books account then you need to choose your cell phone number as the destination for your action. Similarly, if you want to send an SMS message to someone via Slack after successfully integrating Klaviyo and Zoho Books account then you need to choose Slack as the destination for your action.
  • In the fourth step, you need to select the format of data/content that needs to be sent through the action created for the trigger. You can either send plain text or rich text data via this action created for trigger channel.
  • In the fifth step, provide all the required details related to the action created for trigger channel.
  • For Zoho Books channel:

  • In the first step, you need to select the type of triggers you want to use for your account. You can choose any trigger that suits your requirements from the list.
  • In the second step, you need to select the options in which you want to create the action of trigger. The actions include Mail, SMS & Text message, Facebook Messenger, Slack, Twitter, etc. You can choose any action that suits your requirements from the list.
  • In the third step, you need to select the destination for your action. You can select any destination for your action from the list. The option includes your own email address or any other email address. For instance, if you want to receive an email from Klaviyo after successfully integrating Klaviyo and Zoho Books account then you need to choose your email address as the destination for your action. If you want to receive an SMS message from Klaviyo after successfully integrating Klaviyo and Zoho Books account then you need to choose your cell phone number as the destination for your action. Similarly, if you want to send an SMS message to someone via Slack after successfully integrating Klaviyo and Zoho Books account then you need to choose Slack as the destination for your action.
  • In the fourth step, you need to select the format of data/content that needs to be sent through the action created for the trigger. You can either send plain text or rich text data via this action created for action channel.
  • In the fifth step, provide all the required details related to the action created for action channel.
  • The process to integrate Klaviyo and YouTube 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.