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Zoho Books + ActiveCampaign Integrations

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

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.

About ActiveCampaign

ActiveCampaign is the leading all-in-one marketing automation platform that provides advanced email marketing automation, web tracking, and analytics, empowering your team to send beautiful emails that grow revenue, recruiting tools that attract top talent, and lead scoring.

ActiveCampaign Integrations
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Best Zoho Books and ActiveCampaign Integrations

  • Zoho Books MailChimp

    Zoho Books + MailChimp

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

    Zoho Books + Slack

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

    Zoho Books + Slack

    Send Slack message for new invoices in Zoho Books Read More...
    When this happens...
    Zoho Books New Sales Invoice
     
    Then do this...
    Slack Send Channel 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 message on Slack
    What is needed for this integration
    • A Zoho Books account
    • A Slack account
  • Zoho Books Google Sheets

    Zoho Books + Google Sheets

    Create Google Sheets rows for new Zoho Books contacts Read More...
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Customer data is more likely to be fruitful when it is well-organized. Use this integration and we will keep your Zoho Books customer data in an organized manner. After setting this integration up, whenever a new contact is added to your customer database on Zoho Books, Appy Pie Connect will automatically capture it, adding the details to a new row on Google Sheets.
    How this Zoho Books - Google Sheets integration works
    • A new contact is added in your Zoho Books account
    • Appy Pie Connect automatically adds a new row to Google Sheets
    What is needed for this integration
    • A Zoho Books account
    • A Google account
  • Zoho Books Zoho Books

    Google Sheets + Zoho Books

    Make Zoho Books Contacts from new rows on Google Sheets Read More...
    When this happens...
    Zoho Books New Spreadsheet Row
     
    Then do this...
    Zoho Books Create Contact
    Keeping a flawless record of your Zoho Books contacts can help you eliminate the risk of errors while processing the payment. With this integration, you eradicate the risk of mistakes and omissions involved in the manual transfer. After setting this integration up, Appy Pie Connect will create new Zoho Books contact for every new row added to Google Sheets, saving time and efforts by reducing the manual work involved in the process.
    How It Works
    • A new row is added on Google Sheets
    • Appy Pie Connect automatically adds a Zoho Books contact
    What Is Needed For This Integration
    • A Google account with access to Google Sheets
    • A Zoho Books account
  • Zoho Books Zoho Books

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

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

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

    Triggers
  • 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.

  • New Contact Note

    Triggers when a new contact note is added.

  • New or Updated Contact

    Triggers when a new contact is added or existing contact's details are updated.

    Actions
  • 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.

  • Add Contact Note

    Adds new contact note.

  • Create/Update Contact

    Creates a new contact.

  • Update Contact

    Update an existing contact.

How Zoho Books & ActiveCampaign Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Zoho Books with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select ActiveCampaign as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate ActiveCampaign with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Zoho Books and ActiveCampaign

  • This paper will discuss how Zoho Books and ActiveCampaign can be integrated by using Zapier.
  • The fplowing topics will be discussed:
  • Zoho Books?

    ActiveCampaign?

    ActiveCampaign?

  • ActiveCampaign’s mission is to connect marketers and their customers so that businesses can grow and thrive.
  • Their tops help them to accomplish this mission by making it easy for businesses to measure results, identify opportunities, and do the right thing every day.
  • ActiveCampaign currently has apps that integrate with over 1,000 different apps, including Slack, Shopify, Pipedrive, Salesforce, Quickbooks, and many others.
  • Furthermore, they have a great blog about marketing automation and email marketing that can be found at https://blog.activecampaign.com/ .
  • Integration of Zoho Books and ActiveCampaign

  • Zapier is a web-based top that connects web applications and allows users to create chains of actions. These actions are called “Zaps” and can be created by choosing from a variety of “Zap Templates”. For example, the integration of Zoho Books and ActiveCampaign can be accomplished by using the fplowing Zap Templates.
  • Create an order in Zoho Books after a contact is added to a list in ActiveCampaign.
  • Add a contact to a lead list in ActiveCampaign after an order is created in Zoho Books.
  • Add a contact to an existing list in ActiveCampaign after an item is added to an order in Zoho Books.
  • Create a new lead list in ActiveCampaign when an order is created in Zoho Books.
  • Create a new opportunity record in ActiveCampaign when an order is created in Zoho Books.
  • Add an item to an existing order in Zoho Books when a contact is added to an existing contact list in ActiveCampaign.
  • The process to integrate Zoho Books and ActiveCampaign 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.