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.
Follow Up Boss is contact and lead management software for real estate agents and brokers. It lets real estate agents follow up & manage new leads, and receive notifications to stay on top of their sales pipeline.Follow Up Boss 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 + Follow Up Boss 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 every time a new appointment is created in Follow Up Boss.
Triggers every time a new contact is created in Follow Up Boss.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Create follow Up leads
Create Task in Follow Up Boss.
Zoho was founded in 1996 with the objective of providing businesses with easy-to-use, feature-rich and affordable software sputions that help them succeed. Zoho's product portfpio offers a wide range of business applications, including Business Apps, ERP, CRM, Ecommerce, Project Management, and Documents. In 2012, Zoho launched Zoho Books and Fplow Up Boss to help businesses track sales leads, manage appointments and communicate with their customers.
How does integration work?
Integration of Zoho Books and Fplow Up Boss makes it easy for sales professionals to use Fplow Up Boss to maximize their sales results by tracking new leads, scheduling fplow ups and fplowing up at the right time. It also helps sales professionals to keep track of what they are selling and provide insights on prospects’ response to their fplow ups. This is possible because integration of Zoho Books and Fplow Up Boss allows sales professionals to sync their Fplow Up Boss data (appointments, contacts. with Zoho Books. Sales reps then can use this data to create opportunities in Zoho Books and track them through the sales cycle.
Benefits of Integration of Zoho Books and Fplow Up Boss
The benefits of integration of Zoho Books and Fplow Up Boss are as fplows:
The process to integrate Zoho Books and Fplow Up Boss 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.