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Zoho Books + ClickMeeting Integrations

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

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 ClickMeeting

ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participation

ClickMeeting Integrations
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Best Zoho Books and ClickMeeting 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

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

It's easy to connect Zoho Books + ClickMeeting 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 Registrant

    Triggers when a new attendee registers to your event.

  • New Upcoming Event

    Triggers when you create a new event.

  • New Upcoming Event with Registration

    Triggers when you create a new event with registration.

    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 New Registrant

    A new attendee will be registered to your event.

  • Create New Event

    A new event will be created.

How Zoho Books & ClickMeeting 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 ClickMeeting as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate ClickMeeting 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 ClickMeeting

Zoho Books?

Zoho Books is an accounting program for small businesses. In this program, you can track and manage all your transactions from anywhere at any time. You can also generate financial statements and check your accounts receivable and payable. It has a free version and paid versions to suit your business needs. The free version allows you to save up to ten transactions per month, while the premium version can store up to 500 transactions per month. It also comes with a 30-day free trial period, so you can try out the product without any restrictions.

ClickMeeting?

ClickMeeting is an online meeting software created by Zoho. It integrates with the Zoho products such as Zoho Docs, Zoho CRM, etc. You can use it to schedule meetings, share presentations, and record them in HD 1080p in real time. It is compatible with most of the devices, including tablets and smartphones. This program is also simple to use. You can start creating meetings in just a few minutes after signing up for an account. It has a free version as well as paid versions. You can upgrade your account according to your needs. The free version comes with 50 minutes of meeting time per month. If you want unlimited meeting time, you can choose the premium version at US$10 per user per month.

Integration of Zoho Books and ClickMeeting

Integration of Zoho Books and ClickMeeting allows you to make the best of both programs. If you have already purchased an account with Zoho Books, you can easily create meetings on ClickMeeting. Once you create a meeting in ClickMeeting, you can send the invitation email to all the attendees by using Send Invite Link option in your Zoho Books account. The email addresses will be automatically added to your contacts list in your Zoho Books account. This way, you will not miss any important information regarding a meeting even if you are not present there physically. Also, if you have invited someone to a meeting through ClickMeeting, they will receive an email notification from Zoho Books stating that they have been invited to a meeting in ClickMeeting. They can directly view their meeting schedule from their Zoho Books dashboard by clicking on “View my calendar” link.

Benefits of Integration of Zoho Books and ClickMeeting

The integration of these two programs helps small businesses save time and money. Since your accounting data will already be saved in your Zoho Books account, you don’t need to enter the same details again when scheduling a meeting or inviting people to a meeting. You can simply login to your Zoho Books account to access all your information about your business transactions and appointments. This reduces your overall workload and saves you time. Also, since everything is integrated in one place, all your data will be saved on one platform. So, even if you decide to switch over to another computer or mobile phone, you don’t need to worry about losing your data because it is all saved electronically on the cloud. Another major benefit of using these two programs is that they are compatible with most of the modern devices including laptops, desktops, tablets, smartphones, etc. So, no matter which device you are using at the moment, all your information will be available at the click of a button. This makes things really convenient for users who are always on the move and need access to their information from anywhere at any time.

You should now know about the importance of integrating Zoho Books and ClickMeeting. If you are using both of these programs for managing your business data, then I am sure integrating them will help you save time and money as well as make it easier for you to access all your information from anywhere at any time.

The process to integrate Zoho Books and ClickMeeting 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.