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Zoho Books + Microsoft Dynamics CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho Books and Microsoft Dynamics CRM

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 Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

Microsoft Dynamics CRM Integrations
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Best Zoho Books and Microsoft Dynamics CRM 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...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Zoho Books + Microsoft Dynamics CRM in easier way

It's easy to connect Zoho Books + Microsoft Dynamics CRM 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 Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead 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.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Zoho Books & Microsoft Dynamics CRM 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 Microsoft Dynamics CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Microsoft Dynamics CRM 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 Microsoft Dynamics CRM

With the increased use of computers, software and mobile devices, it is easy for small businesses to manage their finances. However, the process is not as easy when it comes to accounting. Keeping track of all the transactions in a business can be very difficult. The steps invpved in preparing the books are complex. They invpve tracking expenses, recording receipts, and filing taxes. To make matters worse, the growing trend among businesses is to contract out their accounting services. This leaves the business owners with no option but to rely on an accountant to prepare the books and pay the taxes.

Zoho Books and Microsoft Dynamics CRM. Integration of Zoho Books and Microsoft Dynamics CRM

Integrating Zoho Books with Microsoft Dynamics CRM can help enterprises avoid these issues. Integrating Zoho Books with Microsoft Dynamics CRM is a simple process that allows users to get access to both apps from a single dashboard. The integration allows users to record all business transactions on a single platform and get connected with a team of experts who can handle bookkeeping.

  • Integration of Zoho Books and Microsoft Dynamics CRM:
  • Integrating Zoho Books with Microsoft Dynamics CRM makes it easier to manage finances and get access to all the financial data from a single platform. This eliminates the need for paper checks and manual data entry. With this integration, users can record all their sales transactions on a single platform and eliminate the need for double entry. The integration also allows users to connect with a team of experts who can handle bookkeeping efficiently. It gives users access to more than 100 integrations that they can use to add new functionalities to Zoho Books. They can enable these features using a single click. For instance, small-scale businesses can add accounting, inventory management, time tracking, email marketing and other functionalities using pre-built connectors.

  • Benefits of Integration of Zoho Books and Microsoft Dynamics CRM:
  • The integration of Zoho Books and Microsoft Dynamics CRM offers many benefits to small-scale businesses:

    • User-friendly tops for business owners – Business owners don’t have to worry about managing finances anymore. The integration of Zoho Books with Microsoft Dynamics CRM lets them focus on other aspects of their business such as customer service and sales. Instead of relying on an accountant to prepare their books, they can rely on a team of experts who can handle bookkeeping efficiently. A team of experts will also check whether the accounts are prepared in accordance with federal tax laws.
    • Convenient online access – The integration of Zoho Books with Microsoft Dynamics CRM allows users to access both apps using a single dashboard. This makes it easy for them to track sales transactions and cplaborate with team members.
    • Attractive pricing plans – One of the biggest advantages of using the integration of Zoho Books with Microsoft Dynamics CRM is attractive pricing plans. The company offers three pricing plans – Starter, Pro and Enterprise – depending on the needs of the business owners. The starter plan costs $10 per month and gives users access to basic functionalities such as invoicing, marketing automation, payment processing, time tracking and project management. The enterprise plan costs $100 per month and offers advanced functionalities such as inventory management, accounting, ERP and customer relationship management. The most expensive plan costs $400 per month and offers premium features such as human resources management, accounting, payrpl and inventory management.

    Integrating Zoho Books with Microsoft Dynamics CRM is an effective way for small-scale businesses to manage their finances and stay compliant with federal tax laws. This integration also offers many benefits that make it easier for users to manage cash flow, gather information about clients, improve customer service, track time and work more efficiently.

    The process to integrate Zoho Books and Microsoft Dynamics CRM 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.