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Shopify + Zoho Books Integrations

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

About Shopify

Shopify is the leading cloud-based, multi-channel commerce platform designed for small and medium-sized businesses. It includes a huge selection of tools for anyone looking to start an eCommerce business.

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
  • Freshsales Freshsales

Best Shopify and Zoho Books Integrations

  • Shopify Google Sheets

    Shopify + Google Sheets

    Add Every New Shopify Order as a New Row on A Google Sheets Spreadsheet Read More...
    When this happens...
    Shopify New Order
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Now you can add newly created Shopify new orders to a new row on Google Sheets Spreadsheet without any manual effort. Once this integration has been set up, each time there is a paid order in Shopify; Appy Pie Connect will automatically add it to Google Sheets Spreadsheet as a new row with all the relevant information. Our easy to use automation platform enables you to sync Shopify and Google Sheets Spreadsheet in minutes without any coding skills.
    How This Shopify – Google Sheet Integration Works
    • There is a new order in Shopify
    • Appy Pie Connect adds this order to Google Sheets as a new row with all relevant details
    What You Need
    • A Shopify account
    • A Google Sheet account
  • Shopify Salesforce

    Shopify + Salesforce

    Create Salesforce Contacts For New Shopify Customers Read More...
    When this happens...
    Shopify New Customer
     
    Then do this...
    Salesforce Create Contact
    Set up this Salesforce – Shopify integration and we will keep growing your shopify customer list faster and better. After setting this integration up, Appy Pie connect will add a new contact in Salesforce for every new customer in Shopify. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How It Works
    • There is a new customer in Shopify
    • Appy Pie Connect creates a new contact in Salesforce
    What You Need
    • A Salesforce account
    • A Shopify account
  • Shopify Salesforce

    Shopify + Salesforce

    Create Salesforce Lead for New Shopify Paid Orders Read More...
    When this happens...
    Shopify New Paid Order
     
    Then do this...
    Salesforce Create Lead
    Improve your customer experience by connecting your Shopify store with Salesforce. Our automation platform allows you to create this Connect in a matter of minutes without writing a single line of code. Once you set it up, whenever a customer placed a paid order in your Shopify store, Appy Pie Connect automation will add that customer details your Salesforce account as new leads, helping your team to follow up for more business.
    How this Shopify - Salesforce Integration Works
    • A new paid order is submitted in shopify
    • Appy Pie Connect creates a new lead in Salesforce
    What You Need
    • A Salesforce account
    • A Shopify account
  • Shopify Salesforce

    Shopify + Salesforce

    Create Salesforce Leads From New Shopify Orders Read More...
    When this happens...
    Shopify New Order
     
    Then do this...
    Salesforce Create Lead

    Shopify is one of the best platforms to create a beautiful eCommerce store. Not only this, it is extremely coherent with a range of other applications that you use in everyday life. With Appy Pie Connect, it is easy to connect Salesforce and Shopify without writing a single line of code. Once you set up this integration, whenever a customer places an order in your Shopify store, we will automatically to Salesforce as new leads.

    Note: This Connect doesn't create Salesforce leads from existing Shopify orders, but only the new emails you receive after this integration has been setup.

    How This Shopify – Salesforce Integration Works
    • A new order is created in your Shopify store
    • Appy Pie Connect adds that order detail to Salesforce as a new lead
    What You Need
    • A Salesforce account
    • A Shopify account
  • Shopify Zendesk

    Shopify + Zendesk

    Create Tickets in Zendesk for Paid Orders in Shopify Read More...
    When this happens...
    Shopify New Paid Order
     
    Then do this...
    Zendesk Create Ticket

    Make your customer service more efficient by connecting your Shopify store with Zendesk. Once you set up the Shopify - Zendesk integration, Appy Pie Connect will automatically generate tickets in Zendesk every time a new order is placed in your shopify store.

    Note: This integration doesn't create Zendesk tickets for already existing orders, but only new orders you receive after you've set it up.

    How It Works
    • A new order is placed in Shopify
    • Appy Pie Connect creates a corresponding ticket in Zendesk
    What You Need
    • A Zendesk account
    • A Shopify account
  • Shopify Zendesk

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

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

    Triggers
  • New Blog Entry

    Triggers when a new entry is added to a blog in your Shopify store.

  • New Cancelled Order

    Triggers whenever a order is "cancelled" (with line item support).

  • New Customer

    Triggers when a new customer is added to your Shopify account.

  • New Order

    Triggers when a new purchase is made (only open orders) (with line item support).

  • New Order (Any Status)

    Triggers when a new purchase is made (of any order status).

  • New Paid Order

    Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded (with line item support).

  • New Product

    Triggers when a new product is added to your Shopify store.

  • Updated Order

    Triggers when an order is updated (with line item support).

  • 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 Custom Collection

    Creates a custom collection.

  • Create Customer

    Creates a new customer.

  • Create Order

    Creates a new order (with line item support).

  • Create Product

    Creates a new product.

  • 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 Shopify & Zoho Books Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Shopify 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 Shopify and Zoho Books

Shopify?

Shopify is a Canadian company that sells retail software for online stores. It was founded in 2004 by Tobias Lütke, Daniel Weinand, and Scott Lake after the three met while attending the University of Waterloo. The company has its headquarters in Ottawa. Shopify began as an e-commerce service provider, but has since grown into a full-service provider for small to medium-sized businesses selling online. In 2009, the company also launched an online design top called "theme" which allows non-technical users to create their own themes or modify existing ones. In 2010, Shopify launched another online top called "apps" which provides a way for users to customize the default Shopify experience.

Zoho Books?

Zoho Books is an accounting software application created by Zoho Corporation. It allows businesses to track and manage financial transactions using an online platform. Zoho Books offers features such as invoicing, time tracking, expense claims, quotes, orders, billing, payments, products, purchase orders, and more. Zoho Books was first released on April 30, 2006. The product's main competitors include QuickBooks Online (which is owned by Intuit), Freshbooks, Xero, Kashoo and Gusto. As of January 2017, Zoho Books is used by over 1 million businesses in over 130 countries. The software runs on the Google Apps Engine cloud computing platform developed by Google. Zoho Books is available in English, Spanish and French languages. The product is compatible with all major web browsers including Internet Explorer 8+, Firefox 2+, Chrome 3+, Safari 4+ and Opera 10+.

Integration of Shopify and Zoho Books

Integration of Shopify and Zoho books can be done using the Shopify app for Zoho books. This app essentially provides the ability to integrate Shopify store data with Zoho books data so that business owners can have a 360 degree view of their business data in one single place. So how does this integration work? When you install the app from the app marketplace onto your Zoho account, it will automatically import your Shopify sales data (as well as other data like customers, products and orders. from your Shopify store to Zoho books. This app also comes with several different reports that will show you detailed information about your store data inside Zoho books. For example, you can use these reports to see things like:

A list of all your orders made on Shopify during a specific period of time

A list of all your customers who made orders on shopify during a specific period of time

A list of all products spd on Shopify during a specific period of time

A list of all customer support tickets logged on shopify during a specific period of time

The above reports can be generated as spreadsheets for easy analysis using Zoho spreadsheet features. You can also generate various reports showing sales data for specific periods of time such as daily sales totals or sales totals per month or per quarter or per year etc., and you can use these reports to analyze trends in your sales data during these periods of time. In addition to this, you can also use these reports to analyze trends in your customer support ticket data and your product inventory data etc., by simply looking at sales data for specific periods of time and comparing it to related data like customer support ticket data and product inventory data etc., during these periods of time.

Benefits of Integration of Shopify and Zoho Books

The integration between Shopify and Zoho books has several benefits for businesses running both platforms. One benefit is that you can now have a hpistic view of your business data in one single place instead of having to look at separate places for each type of business data. Another benefit is that you can now use various advanced features within both platforms to analyze trends in your business data over specific periods of time and compare it with related data like customer support tickets data, order data etc., during these periods of time. Some examples are given below:

You can compare sales trends during the same period of time across different channels of sales such as online stores vs offline retail stores vs Amazon marketplace vs Ebay selling etc., and then use this information to decide what kind of marketing initiatives or pricing strategies will help optimize your sales results during different periods of time. For example, you can use this information to decide whether you should focus more on Amazon marketplace or Ebay marketplace for future growth since your online store sales have decreased significantly over a period of time whereas Amazon marketplace sales have greatly increased during the same period of time. And you can also use this information to decide whether you should increase prices or decrease prices for certain products in your online store because they are not selling well whereas similar products are selling very well on Amazon marketplace etc.

Another example is if you want to analyze customer support ticket activity on Shopify over a specific period of time then you can easily do this by simply using the report shown below:

This report shows the total number of customer support tickets opened on Shopify over a specific period of time and also the total number of days which were covered by these tickets. This report also lists the top 5 issues that were respved by customer support staff during this period along with the number of tickets that were closed for each issue along with the average days taken to respve each issue along with the average number of days taken per ticket to respve each issue. You can then use this information to analyze trends in customer support tickets during this period such as whether there were any spikes in customer support activity due to increased site traffic or due to some technical problem with certain products etc., and you can also use it to analyze related trends such as whether there were any spikes in product defect issues during this period etc., so that you can take appropriate actions to avoid issues in future before they grow out of contrp.

Another example might be if you want to analyze product defects on Shopify over a specific period of time then you can easily do this by simply using the report shown below:

This report shows both the number of product defect tickets opened on Shopify over a specific period of time and also the total number of days which were covered by these tickets. This report also lists the top 5 products associated with product defects reported in this period along with the total number of product defects reported for each product along with the average number of days taken per product defect issue along with the average number of days taken per ticket to respve each product defect issue. This report also shows you a breakdown of product defect issues by category such as hardware defects, software defects etc., so that you can analyze trends in product defects over this period based on these categories (such as whether there were any spikes in hardware defects reported or software defects reported etc.. and you can also look at related trends such as whether there were any spikes in customer support activity due to increased site traffic or due to some technical problem with certain products etc., so that you can take appropriate actions to avoid issues in future before they grow out of contrp. For example, if you find out that there was a spike in product defect issues due to increased site traffic over a given period then you can schedule more resources to handle customer support calls at that time etc., so that overall customer experience does not get affected due to increased site traffic or due to some technical problem with certain products etc., so that your brand image does not get tarnished etc..

The process to integrate Shopify 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.