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Zoho Books + Customerly Integrations

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

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 Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Customerly Integrations

Best Zoho Books and Customerly 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 + Customerly in easier way

It's easy to connect Zoho Books + Customerly 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 Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    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 User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Zoho Books & Customerly 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 Customerly as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Customerly 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 Customerly

  • Zoho Books is a cloud-based accounting software that helps small and medium-sized businesses keep track of their cash flow, expenses, pay bills, etc. It is widely used by businesses throughout the world.
  • Customerly is an automated online marketing top that helps small business owners increase lead generation, conversions and revenue.
  • Integration of Zoho Books and Customerly
  • By integrating Customerly with Zoho Books, business owners can automate the fplowing processes:

    • Customers can opt in for email campaigns when they sign up via Google or Facebook. This will allow customers to stay engaged with your brand. You can also tailor your email campaigns based on customer behavior.
    • With the help of Customerly, you can send personalized emails to your customers via Zoho Books. This will help you increase customer engagement and boost conversion rates.
    • Automate your sales fplow-up emails with the help of Customerly and Zoho Books. This will save you a lot of time and will help you prevent missed leads. For example, if a potential customer has not purchased after visiting your site multiple times, you can send them a personalized email that clearly states what they are missing out on by not purchasing from you.
    • In case your client’s credit card gets declined while checking out, you can send them an email. By doing this, you are helping them avoid payment failures in future.
    • Automatically create invoices every time a new lead is generated. This will help you keep track of all your leads and convert more of them into actual customers.
    • Send customized receipts to customers automatically using Zoho Books. This will help you reduce the time required for generating receipts and save you a lot of money on postage.
    • Integrate Zoho Books with Salesforce to automate lead nurturing campaigns and make sure that leads are converted into customers at the earliest possible time.

  • Benefits of Integration of Zoho Books and Customerly
  • Businesses that integrate Customerly with Zoho Books can save around 20% of their time over regular operations. Here are some benefits that business owners stand to gain by integrating these two cloud-based softwares:

    The process to integrate Zoho Books and Customerly 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.