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pipelinedeals + Zoho Books Integrations

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

About pipelinedeals

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

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 pipelinedeals and Zoho Books Integrations

  • pipelinedeals Xero

    pipelinedeals + Xero

    Create Xero invoices for moved PipelineDeals deals Read More...
    When this happens...
    pipelinedeals Moved Deal
     
    Then do this...
    Xero Create Sales Invoice
    Now that the deal has grown on PipelineDeals, it's time to get those invoices ready. They'd already be operational if you have the PipelineDeals Xero integration turned on. Every change in a deal's stage will set it off, automatically issuing a new Xero invoice for each. You can even select to have it sent out right away during setup.
    How It Works
    • A new deal is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new sales invoice in Xero.
    What You Need
    • PipelineDeals account
    • Xero account
  • pipelinedeals Google Sheets

    pipelinedeals + Google Sheets

    Create new rows in Google Sheets for new PipelineDeals users Read More...
    When this happens...
    pipelinedeals New Person
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Want to make sure that no matter how much things change, every step of the process of your deals is precisely recorded? Once you've set up this Connect Flow, everything will be tracked for you automatically. Each modification in your PipelineDeals deal stages will generate a new row in Google Sheets, ensuring that you stay on top of everything.
    How This PipelineDeals-Google Sheets Works
    • A new person is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new row on Appy Pie Connect.
    What You Need
    • PipelineDeals account
    • Google Sheets account
  • pipelinedeals MailChimp

    pipelinedeals + MailChimp

    Create new Mailchimp subscribers for new PipelineDeals customers Read More...
    When this happens...
    pipelinedeals New Person
     
    Then do this...
    MailChimp Add/Update Subscriber
    Is your data being used to its full potential in your marketing? By integrating Mailchimp PipelineDeals with your CRM, you can ensure that no one is ever left out of your emails. Once you set it up, it will trigger for new people on PipelineDeals, adding a new subscriber to the Mailchimp list of your choosing, ensuring that you catch everyone.
    How This PipelineDeals-Mailchimp Works
    • A new person, lead, or contact is created in your PipelineDeals
    • Appy Pie Connect automatically adds a new subscriber to Mailchimp.
    What You Need
    • PipelineDeals account
    • Mailchimp account
  • pipelinedeals MailChimp

    Zoho Books + MailChimp

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

    Zoho Books + Slack

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

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

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

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

    Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • 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 Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • 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 pipelinedeals & Zoho Books Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate pipelinedeals 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 pipelinedeals and Zoho Books

Zoho books is a cloud accounting spution that allows you to manage your business finances from anywhere in the world. It provides services like bookkeeping, invoicing and financial reporting and it can be integrated with other services like pipelinedeals. Pipelinedeals is a data entry software that can be used to enter data into Zoho books. Pipelinedeals is a Virtual Data Entry (VDE. spution that can connect to any ERP/CRM/ERP or any system that does not have access to internet. Pipelinedeals allows you to take care of your daily business requirements by providing you with a simple and easy way to automate your data entry tasks. This article will explain the benefits of integrating pipelinedeals and Zoho books.

Integration of pipelinedeals and Zoho Books gives you the fplowing benefits.

You can enter data faster with pipelinedeals.

Pipelinedeals provides you with secure data entry without the need for an internet connection. You can use pipelinedeals when there is either no internet connection or if your internet connection fails. You can upload data directly from Excel to Zoho books using pipelinedeals. This reduces the amount of time required to enter data manually into Zoho books.

The integration of pipelinedeals and Zoho books saves time as well as money. Using pipelinedeals reduces the manual entry errors that are common in most data entry applications. While using pipelinedeals makes sure that all the data entered is accurate and up to date unlike many other data entry applications which can store incorrect data.

The integration of pipelinedeals and Zoho books is beneficial because it allows you to save time as well as money. Using pipelinedeals reduces manual entry errors while allowing you to take care of all your daily business requirements using automated processes. Pipelinedeals comes with three plans which are free, pro, and premium, depending on your needs.

The process to integrate pipelinedeals 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.