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Zendesk + Zoho Books Integrations

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

About Zendesk

Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.

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

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  • FreshBooks FreshBooks
  • Freshsales Freshsales

Best Zendesk and Zoho Books Integrations

  • Zendesk Google Sheets

    Zendesk + Google Sheets

    Add Every New Zendesk Ticket to Google Sheets Read More...
    When this happens...
    Zendesk New Ticket
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Turn Google Sheets into a database for your Zendesk support tickets with Appy Pie easy to use Connects. Our platform lets you integrate Zendesk with Google Sheets in minutes without any coding skills. Once you’ve set up this integration, whenever a new ticket is opened in Zendesk, we will automatically add it to the Google Sheets. This way you can keep a record of entire Zendesk ticket & track them for future reference.
    How This Integration Works
    • A new ticket is opened in Zendesk
    • Appy Pie Connect adds the ticket information to a new row in Google Sheets
    What You Need
    • A Zendesk account
    • A Google account
  • Zendesk Salesforce

    Zendesk + Salesforce

    Create a Lead in Salesforce for Every New Zendesk Ticket Read More...
    When this happens...
    Zendesk New Ticket
     
    Then do this...
    Salesforce Create Lead
    It is natural for your support team to sometimes act as the sales team by working on potential new leads. Instead of having your support team manually send your sales people lead info, let Appy Pie Connect do it automatically. Once active, this Connect will trigger with every new ticket generation on Zendesk, automatically creating a new deal in Salesforce for your sales representatives to follow up.
    How this Zendesk – Salesforce integration works:
    • A new ticket appears in a Zendesk view
    • Appy Pie Connect creates new leads in Salesforce
    What Is Needed For Integration
    • A Zendesk account
    • A Salesforce Account
  • Zendesk Pipedrive

    Zendesk + Pipedrive

    Create Deals on Pipedrive from New Zendesk Tickets Read More...
    When this happens...
    Zendesk New Ticket
     
    Then do this...
    Pipedrive Create Deal
    Help your business grow by converting your helpdesk tickets into deals in your CRM application. Once this integration is active, whenever a new ticket is added on Zendesk, Appy Pie Connect will create a new deal on Pipedrive, giving you an opportunity to sell your products or services. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How this Zendesk – Pipedrive integration works
    • A new ticket is created on Zendesk
    • Appy Pie Connect creates a new deal on Pipedrive
    What Is Needed For Integration
    • A Zendesk account
    • A Pipedrive account
  • Zendesk Office 365

    Zendesk + Office 365

    Create Office 365 Events for every New Zendesk Ticket Read More...
    When this happens...
    Zendesk New Ticket
     
    Then do this...
    Office 365 Create Event
    Both Office 365 and Zendesk are popular applications that help business owners get more done. When you sync both of these apps, you add another level of efficiency in your workflow. After setting up this integration, Appy Pie Connect will automatically create new Office 365 events every time a new ticket is created on Zendesk. This integration helps you keep up with your schedule.
    How It Works
    • A new ticket is created on a Zendesk view
    • Appy Pie Connect automatically creates an event in Office 365
    What You Need
    • An Office 365 account
    • A Zendesk account
  • Zendesk Slack

    Zendesk + Slack

    Get Notifications in Slack for Every New Zendesk Ticket Read More...
    When this happens...
    Zendesk New Ticket
     
    Then do this...
    Slack Send Channel Message
    The Zendesk – Slack automation from Appy Pie Connect makes your customer support process more efficient. Once this connect is active, Appy Pie Connect will send a notification to your chosen slack channel whenever a new ticket is opened in Zendesk. This way you can notify your team of new tickets or get a private message about the support tickets that need a personal reply.
    How This Zendesk - Slack Integration Works
    • A new ticket is opened in Zendesk
    • Appy Pie Connect sends a message to a chosen Slack channel with the ticket information
    What You Need
    • A Zendesk account
    • A Slack account
  • Zendesk Slack

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

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

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

    Triggers
  • New Group

    Triggers every time a new group is created in Zendesk.

  • New Organization

    Triggers once a new organization is added to Zendesk.

  • New Ticket

    Triggers every time a new ticket is added to a view.

  • New User

    Triggers when a new user is created in Zendesk.

  • Updated Ticket

    Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).

  • 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 Organization

    Create a new organization.

  • Create Ticket

    Create a new ticket.

  • Create User

    Create a new user.

  • Update Organization

    Update an existing organization.

  • Update Ticket

    Modify an existing ticket status or add comments.

  • Update User

    Modify an existing user.

  • 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 & Zoho Books Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Zendesk 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 and Zoho Books

Preliminary observations:

Zendesk and Zoho Books are cloud based applications that help businesses manage their customer relationships and provide a clear view of all their interactions.

Zendesk is used by many small and large organizations around the world for a wide range of customer service tasks, including ticketing, live chat, and support calls.

Zoho Books provides accounting and other business intelligence sputions for small businesses to manage accounting, bookkeeping, invoicing, inventory management, sales analysis, and more.

Integration of Zendesk and Zoho Books

Zendesk has a strong focus on providing a comprehensive view of the customer relationship with tops such as ticketing, live chat, and phone support.

Zoho Books provides customers with a complete back-office spution to manage accounting, invoicing, inventory management, sales analysis, and more.

Combining these two applications into a single spution significantly expands what’s possible for organizations. In addition to ticketing, live chat, and phone support, Zoho Books can be integrated with Zendesk to offer new services such as automated invoicing and billing, order tracking, lead qualification, and more. By combining these applications, organizations will be able to create a deeper level of understanding about their customers than ever before.

Benefits of Integration of Zendesk and Zoho Books

By integrating Zendesk and Zoho Books together, both companies will be able to benefit from an expanded set of features and services that they currently offer. For example, organizations will be able to:

Automate customer billing (through Zoho Invoice), billing (through Zoho Billing), and email marketing (through Zoho Campaigns. based on customer activity so businesses can spend less time on mundane administrative tasks. Zoho Invoice automatically generates invoices based on customer interactions across different apps based on rules set by the administrator. Organizations can also easily automate invoice payments through Zoho Billing or generate customized invoices using Zoho Invoice. This will save businesses time previously spent manually creating invoices and emailing them out. Integration with Zendesk will enable organizations to create customized emails to send to customers after they submit a support request or chat in with a representative via live chat. Customers will also receive an email when their payment is received into the organization’s bank account (if the organization uses Zoho Billing. For example, a restaurant could send an email to an existing customer when they make their next reservation for dinner via Zoho Books. Similarly, a dentist could send an email to existing patients when their next appointment is available through Zoho Dentist. Integration between these applications will allow customers to easily track all their orders from the same place. Organizations will also be able to view all the details of a customer’s order history from their Zendesk dashboard. For example, a customer could search for their previous orders at a restaurant using the “Order History” page in the restaurant’s Zendesk dashboard. They could then review what they ordered, when they ordered it, how much it cost, if they were satisfied with it, etc. Organizations will be able to view sales leads in either of these applications based on specific criteria such as zip code or location name. Sales leads can be exported from either application directly into Salesforce CRM or any other CRM application for fplow up. With the integration of these applications together, businesses can track all customer interactions from one place and build a stronger relationship with customers over time. For example, when a customer submits a support request via Zendesk in the future, they may receive an automated email response from Zoho Books confirming that their issue was respved or informing them of any changes made to their account in light of their request. When a customer submits a support request via live chat on the Zendesk website, they may receive an automated email response from Zoho Books telling them that someone has contacted them via live chat shortly after the support request was submitted. This email would let them know to check their email inbox shortly for a message from live chat. If they don’t receive this email within five minutes of submitting their support request via live chat, they can always contact the live chat agent directly using the instructions provided in the email or by clicking on the link provided in it. The combination of these two applications enables businesses to provide better support to customers at every phase of their relationship with the company.

The process to integrate Zendesk 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.