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Microsoft Exchange + Zoho Books Integrations

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

About Microsoft Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

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
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Best Microsoft Exchange and Zoho Books Integrations

  • Microsoft Exchange Microsoft Exchange

    BambooHR + Microsoft Exchange

    Add new BambooHR contacts to Microsoft Exchange as contacts Read More...
    When this happens...
    Microsoft Exchange New Employee
     
    Then do this...
    Microsoft Exchange Create Contact
    Integrate BambooHR with Microsoft Exchange and make your business process more efficient. This connect flow allows you to seamlessly sync up your employees in Microsoft Exchange with your employees in BambooHR, without any coding. After setting this integration up, whenever you add a new BambooHR user, Appy pie Connect will automatically create a matching user in Microsoft Exchange.
    How This BambooHR - Microsoft Exchange Integration Works
    • An employee is added to BambooHR
    • Appy Pie Connect adds that contact to Microsoft Exchange
    What You Need
    • BambooHR account
    • Microsoft Exchange account
  • Microsoft Exchange MailChimp

    Zoho Books + MailChimp

    Add New Zoho Books Contacts to a List on MailChimp Read More...
    When this happens...
    Microsoft Exchange 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
  • Microsoft Exchange Slack

    Zoho Books + Slack

    Post direct messages to a Slack channel with new invoices from Zoho Books Read More...
    When this happens...
    Microsoft Exchange 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
  • Microsoft Exchange Slack

    Zoho Books + Slack

    Send Slack message for new invoices in Zoho Books Read More...
    When this happens...
    Microsoft Exchange New Sales Invoice
     
    Then do this...
    Slack Send Channel 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 message on Slack
    What is needed for this integration
    • A Zoho Books account
    • A Slack account
  • Microsoft Exchange Google Sheets

    Zoho Books + Google Sheets

    Create Google Sheets rows for new Zoho Books contacts Read More...
    When this happens...
    Microsoft Exchange New Contact
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Customer data is more likely to be fruitful when it is well-organized. Use this integration and we will keep your Zoho Books customer data in an organized manner. After setting this integration up, whenever a new contact is added to your customer database on Zoho Books, Appy Pie Connect will automatically capture it, adding the details to a new row on Google Sheets.
    How this Zoho Books - Google Sheets integration works
    • A new contact is added in your Zoho Books account
    • Appy Pie Connect automatically adds a new row to Google Sheets
    What is needed for this integration
    • A Zoho Books account
    • A Google account
  • Microsoft Exchange Google Sheets

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

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

    Triggers
  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

  • 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
  • Create Event

    Create Event

  • 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 Microsoft Exchange & Zoho Books Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Microsoft Exchange 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 Microsoft Exchange and Zoho Books

Microsoft Exchange and Zoho Books are wonderful software for enterprises and small businesses. I will introduce Microsoft Exchange and then compare it with Zoho Books.

What is Microsoft Exchange?

Microsoft Exchange is an e-mail server program that allows people to exchange e-mails. Users can easily send or receive e-mails by using Outlook on their computers. They can create appointments, add contacts, tasks, and notes to their e-mails. They can also attach files to e-mails, such as pictures, documents, or files.Microsoft Exchange has many features, such as:i. Integrated Web services support. users can integrate their e-mail accounts with Web services like Google Calendar, Facebook, LinkedIn, Twitter, etc.ii. Grouped distribution lists. the administrator can create a distribution list that adds all the members' e-mails to one group.iii. Encryption of e-mails. the administrator can enable the encryption of e-mails so that unauthorized users cannot read them.iv. Antispam protection. the administrator can configure the antispam protection settings for each user. If someone sends spam to a user through Exchange, the user will not receive it.v. Mobile access. users can access their e-mails from their mobile phones or tablets because Exchange supports mobile devices.

What is Zoho Books?

Zoho Books is a web-based accounting software that allows users to manage their organizations' financial data online. They can create invoices, track payments and expenses, and generate profit reports. The user interface is very simple and easy to use. It does not require any technical skills and training to operate it.Zoho Books has several features:i. Billing module. it allows users to create and bill their customers for products or services they provide.ii. Invoice module. users can create invoices and send them to their customers electronically via email or export them as PDF files.iii. Expense module. users can record their expenses such as fuel costs, office supplies, food bills, etc.iv. Cash flow module. it shows the current cash position of the business and projects its future cash position based on past performance.v. Payrpl module. it helps users to run payrpls for their employees and calculate their taxes and deductions based on tax rules in different countries.C. Integration of Microsoft Exchange and Zoho Books

Microsoft Exchange and Zoho Books are very useful for enterprises and small businesses because they are compatible with each other and allow the integration of information between these two programs easily. Users do not have to install two software packages – one for Microsoft Exchange and another one for Zoho Books – because both programs are web-based programs and run on one server. All users need to do is enter some information into the fields of the Sales Orders page in Zoho Books to import invoices from a customer's account in Microsoft Exchange into Zoho Books automatically after the invoice is sent by the sales representative in Microsoft Exchange. Users can also import messages from their contacts' inboxes in Microsoft Exchange into Zoho Books if they want to send them an invoice in Zoho Books without having to search for their email addresses in Outlook first. Another benefit is that users can export invoices or messages from Zoho Books into Outlook or Excel if they want to print them or send them to another person without having to copy-paste information from Zoho Books into another program manually.D. Conclusion

The integration of Microsoft Exchange and Zoho Books will help businesses in many ways because it makes their communication more efficient and convenient than ever before. Users of Microsoft Exchange will be able to make use of more features in Zoho Books, such as its invoicing module and expense module, which will help them manage their financial data more efficiently than before by creating electronic invoices and recording expenses electronically instead of doing these things manually on paper and then entering them into Zoho Books later on when they have time. Microsoft Exchange will help the sales representatives of these enterprises save time by allowing them to send invoices directly from Outlook; they do not need to send an e-mail asking for the customer's address, then search for it in Outlook again, then compose an invoice in Microsoft Word or Excel, then paste it into the body of the e-mail in Outlook again before sending it out to the customer. The sales representatives' work will be much more efficient than ever before thanks to Zoho Books' integration with Microsoft Exchange!

The process to integrate Microsoft Exchange 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.