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.
Drift is the new way businesses buy from businesses. Try our conversational marketing & sales tools designed to make buying easier todayDrift Integrations
Zoho Books + MailChimpAdd New Zoho Books Contacts to a List on MailChimp Read More...
Zoho Books + SlackPost direct messages to a Slack channel with new invoices from Zoho Books Read More...
Zoho Books + Google SheetsCreate Google Sheets rows for new Zoho Books contacts Read More...
Google Sheets + Zoho BooksMake Zoho Books Contacts from new rows on Google Sheets Read More...
It's easy to connect Zoho Books + Drift without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers on a new sales invoice in Zoho Books.
Triggers each time when a new message in a conversation is received.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Create or update a contact.
Updates an existing contact.
Zoho Books is a complete, easy-to-use online accounting software for small business owners and entrepreneurs. It is a web-based application that brings together business data from various sources and presents it in a clear format. Zoho Books can be accessed from anywhere with an internet connection, and users can access the app on multiple devices at the same time. It is possible to use Zoho Books to manage financials, inventory, sales, suppliers, employees, payrpl, invoicing, purchase orders, expenses, contact management, reports, and more. The user interface of Zoho Books is very simple and easy to understand. It also offers features like reporting, bank reconciliation, tax calculation, and e-invoicing.
Drift is an all-in-one web chat top that helps companies connect with their customers through one single channel. Drift has an AI engine that learns from the interaction between agents and customers. It also has a feature called DriftBot that helps create interactive content for chats with customers. Drift includes features like direct messages, call integration, fplow up reminders, ppls, videos, contact lists, location tracking, surveys, analytics, and more.
There are many benefits of integrating Zoho Books and Drift including the ability to track customer behaviour better. By integrating these two applications, your business can have a complete view of your customers’ journey. This will enable you to serve your customers better by responding to their needs in real time. You can also send automated messages to reach out to them when they are not available on the chat channel. For example, if your customer purchases an item but forgets to make payment within 24 hours, you can send her an automated message reminding her to make payment. This will help reduce the number of ticket submissions; therefore, saving you time and improving customer satisfaction.
The benefits of integration of Zoho Books and Drift include increased productivity, reduced cost, improved customer experience (CX), real-time reporting and analysis, and enhanced revenue streams. With the help of these integrated applications you can create customised campaigns for your customers according to their preferences and interests. You can also enhance your customer experience by providing personalised content based on their interests. For example, if your customer loves reading books or watching movies online, you can send him coupons for both these products using Drift. Zoho Books provides real-time information about your customers so you can easily identify them at any given moment. Thus it allows you to create relationships with your customers that are based on trust instead of one-way communication. This increases your chances of converting your existing customers into repeat buyers. It will also help you acquire new customers by making them aware of your brand.