Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
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 Salesforce + Zoho Books without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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 a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Salesforce is a cloud-based service that can be used for CRM. It allows you to manage your clients, leads, contacts, and opportunities. Salesforce is an integrated CRM system which means that it can be connected to other systems.
Zoho Books is a free online accounting software (bookkeeping. that helps business users track their finances in the cloud. Zoho books integrates with Google Drive, Dropbox, and Salesforce. It can also be accessed from mobile devices like phones and tablets.
Integration of Salesforce and Zoho Books will allow users to enter their data in one place and have that data available everywhere. There will be no need to enter unnecessary information twice. This makes the process of tracking finances more efficient and saves time for users. The data entered into Zoho books will automatically sync with Salesforce.
Benefits of Integration of Salesforce and Zoho Books:
The integration of Salesforce and Zoho Books will help users save time and stay organized by automating the process of capturing expenses and invoices. It will help businesses get better visibility into their finances and provide them with more accurate reports.
The process to integrate Salesforce 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.