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Zendesk Sell + Zoho Books Integrations

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

About Zendesk Sell

Industry Leader in Online Web Support, Live Chat, Knowledge Base, Voice & SMS Software.

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 Zendesk Sell and Zoho Books Integrations

  • Zendesk Sell Slack

    Zendesk Sell + Slack

    Send Zendesk Sell deals to a specific channel on Slack Read More...
    When this happens...
    Zendesk Sell New Deal
     
    Then do this...
    Slack Send Channel Message
    Do you have a hard time keeping everyone informed about forthcoming work from your sales pipeline? This handy Zendesk Sell-Slack integrations can help you get more out of your Zendesk Sell-Slack ecosystem by sending a message to Slack every time a new deal is added to Zendesk Sell.
    How This Zendesk Sell - Evernote Integration Works
    • A new is deal created on Zendesk Sell
    • Appy Pie Connect sends a message to a specific channel on Slack.
    What You Need
    • Zendesk Sell account
    • Slack account
  • Zendesk Sell MailChimp

    Zendesk Sell + MailChimp

    Add new Zendesk Sell contacts to Mailchimp Read More...
    When this happens...
    Zendesk Sell New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    It's a good idea to keep a mailing list with all of your CRM contacts. It makes it simple to send out news about your organisation, goods, or anything relevant to your connections to everyone at once. This integration adds new Zendesk Sell contacts to your Mailchimp lists automatically. Mailchimp's groups can also be used to further segment contacts.
    How This Zendesk Sell - Mailchimp Integration Works
    • A new contact is added to Zendesk Sell
    • Appy Pie Connect creates a new contact to Mailchimp.
    What You Need
    • Zendesk Sell account
    • Mailchimp account
  • Zendesk Sell ActiveCampaign

    Zendesk Sell + ActiveCampaign

    Add new Zendesk Sell leads to ActiveCampaign Read More...
    When this happens...
    Zendesk Sell New Lead
     
    Then do this...
    ActiveCampaign Create/Update Contact
    If you don't follow up on leads, they can get cold. Add new Zendesk Sell contacts to ActiveCampaign as subscribers using this Zendesk Sell - ActiveCampaign automation to manage your marketing lists more easily.
    How This Zendesk Sell – ActiveCampaign Integration Works
    • A new lead is created to Zendesk Sell
    • Appy Pie Connect creates a new contact to ActiveCampaign.
    What You Need
    • Zendesk Sell account
    • ActiveCampaign account
  • Zendesk Sell MailChimp

    Zoho Books + MailChimp

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

    Zoho Books + Slack

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

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

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

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

    Triggers
  • Deal Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal is updated.

  • 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 Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • Update Person

    Updates an existing person.

  • 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 Zendesk Sell & Zoho Books Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Zendesk Sell 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 Zendesk Sell and Zoho Books

Zendesk Sell is a module of Zendesk, which is a customer service software that is designed to help businesses handle their customer support. It is also designed to improve the quality and efficiency of customer support. Zoho Books is a cloud accounting software that enables small business owners to easily manage their accounting needs. The integration of Zendesk Sell and Zoho Books helps businesses to manage their customer support efficiently.

Zoho Books has integrations with several other third-party applications like PayPal, QuickBooks, MailChimp, Google Drive, and others. With an integration with Zoho Books, customers can use third-party applications with Zoho Books without necessarily leaving the platform. Integrations with Zoho Books also allow users to send reports of sales from Zendesk Sell to clients who report to Zoho Books.

The above diagram represents the integration of Zendesk Sell and Zoho Books. According to the diagram, there are two ways to integrate Zendesk Sell and Zoho Books, which are automatic and manual. Automatic integration allows the users to sync data in real time between the two platforms. Manual integration allows the users to do manual synchronization between the two platforms.

According to the diagram, automatic integration requires a single sign-on between the two platforms and a pre-built applet in Zendesk Sell. The cost for this integration ranges from USD 1500 – USD 6500 depending on the number of users who need the integration. For manual integration, there is no need for a single sign-on or an applet since the data will be manually synchronized between the two platforms. The cost for manual integration ranges from USD 500 – USD 1500 depending on the number of users who need the integration.

The process to integrate Zendesk Sell 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.