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Zoho Books + Drift Integrations

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

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 Drift

Drift is the new way businesses buy from businesses. Try our conversational marketing & sales tools designed to make buying easier today

Drift Integrations

Best Zoho Books and Drift 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 + Drift in easier way

It's easy to connect Zoho Books + Drift 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 Message

    Triggers each time when a new message in a conversation is received.

    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.

  • Create or Update Contact From External

    Create or update a contact.

  • Update Known Contact

    Updates an existing contact.

How Zoho Books & Drift 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 Drift as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Drift 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 Drift

  • Zoho Books?
  • 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?
  • 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.

  • Integration of Zoho Books and Drift
  • 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.

  • Benefits of Integration of Zoho Books and Drift
  • 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.

    The process to integrate 403 Forbidden and 403 Forbidden 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.