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Zoho Books + Freshdesk Integrations

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

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 Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

Freshdesk Integrations

Best Zoho Books and Freshdesk 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 + Freshdesk in easier way

It's easy to connect Zoho Books + Freshdesk 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 Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket is updated.

    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 Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

How Zoho Books & Freshdesk 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 Freshdesk as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Freshdesk 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 Freshdesk

Zoho Books is an online accounting software which helps you to track cash flow, manage expenses and keep track of all your finances. It can be used by startups, freelancers and small business owners who want to automate their accounting processes.

It allows you to create invoices, track payments, generate reports and manage your bookkeeping. You can also use a free trial version of the software before purchasing it.

Freshdesk is a customer support and engagement platform created by Zoho Corporation, a software company based in Chennai, India. It was launched in February 2010 and has since been used by over 50,000 companies across 120 countries.

The Freshdesk software is offered as both a cloud-based SaaS spution or a Software-as-a-service (SaaS. spution that runs on customers' own servers.

Integration of Zoho Books and Freshdesk

Integration of Zoho Books and Freshdesk can help businesses to improve their customer service and communication process with clients.

Zoho Books comes with a built-in customer support feature that helps you keep track of the status of each order and communicate with customers. Client orders can be assigned to agents using the Zoho Books task management system. Agents can then accept or reject these tasks and manage different client communications through the task management system.

Freshdesk offers unlimited customer support features that can be added to any Zoho account. This includes live chat, email support, social media management, knowledge base creation and more. These features are available for free but there is a limit of 1,000 tickets per month. If you need more tickets, you can purchase plans at a monthly price.

With the integration of Zoho Books and Freshdesk, you can create a centralized customer support system that lets you manage communication with clients in one place.

Benefits of Integration of Zoho Books and Freshdesk

Some benefits of integrating Zoho Books and Freshdesk include:

Centralized Customer Service Management. The integration of these two platforms let customers receive support from the same place where they can view the status of their orders and invoice payments. This can help businesses save time spent on managing transactions and communications with clients. A Better Customer Experience. Using Freshdesk will allow you to offer better customer experience as it allows businesses to contact customers via SMS, email or phone. This means customers do not have to wait for a reply if they have any questions or concerns about their order or invoice. Improved Sales Processes. Businesses using Zoho Books can integrate it with Freshdesk to offer a complete sales process. With this integration, sales staff can also provide customer support when needed, which will make the overall buying experience better for customers. Better Integration With Other Software. Integration with Freshdesk will give businesses access to other apps which they can use for better customer engagement and communication. Some of these apps include Live Chat for Facebook page, Twitter chats, Google+ chats, etc., HelpDesk for website feedback management and IdeaScale for crowdsourcing ideas from customers. This integration will also allow them to use SupportBee for email support, Chatty for Facebook Messenger chats and Social Customer Care for Twitter, Facebook and Google+.

The process to integrate Zoho Books and Freshdesk 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.