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.
Mautic is an open source marketing automation tool that helps businesses communicate with their audience at the right time.Mautic 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 + Mautic 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 when a new contact is created.
Triggers when a form is submitted.
Triggers when new marketing message created.
Triggers when new text message created.
Triggers when a contact updated.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Create a marketing message.
Create a text message
Creates a new contact or updates and existing contact.
The purpose of this report is to discuss the integration of Zoho Books and Mautic. It will be divided into three sections. First, it will give an overview on what Zoho Books is. Second, it will give an overview on what Mautic is. Lastly, it will discuss the integration of both softwares.
Integration of Zoho Books and Mautic is an integrative effort of two great pieces of software—Zoho Books and Mautic. The first step in setting up this integration is to install Zoho Books. Zoho Books is a bookkeeping application that can be used by small businesses or organizations to manage their finances online. It is equipped with features like accounting, invoicing, expenses, project management, bank reconciliation, and reporting (Largest Zoho Resources.
The next step is to set up your pages within Zoho Books itself. You can do this by clicking on the “Pages” icon on the top right corner of your screen. Clicking on “Pages” will lead you to the page creation page (Largest Zoho Resources.
You can create multiple pages if needed. For example, you can create a page for each client or supplier. Clicking on the green plus icon will allow you to add a new page. You can also change the title or description of a page as well as its visibility settings by clicking on the pencil icon on the right side of the page name.
After creating your pages, it’s now time to set up your fields as well as configure them as required fields as shown below:
Next, click on “Insert Field” icon to open a drop down list of available fields. Some of the available fields include Name, Email Address, Phone Number, Date, Time, Text Area, Calculated Field, List Field and Code Field. This will allow you to configure the fields as per your needs. After configuring the fields, you may now insert them into your pages. An example of how to insert a field into a page is shown below:
One important thing to remember is that if you’d like to make a field mandatory, make sure to check the checkbox for “Mandatory Field” before inserting it into a page.
Now that your fields are configured and inserted into your pages, you can now proceed to integrate Zoho Books with Mautic. To do this, go to Settings > Integrations in your Zoho Books account. This will bring you to an integration page which you can access by clicking “Integrations” under the left-side menu bar as shown below:
There are various ways to integrate Zoho Books with other software program such as Zapier and IFTTT as shown below:
You can choose from the available options as per your preferences and needs. All you need to do is enter your API key and click on “Save Changes” to complete the integration process. To get your API key, simply click on “Get API Key” after entering your account details and email address as shown below:
Other than integrating Zoho Books with Mautic, you can also integrate it with other softwares such as HubSpot CRM and Salesforce CRM (Largest Zoho Resources. Below are some screenshots showing how to set up these integrations:
This guide has discussed what Zoho Books is and how we can integrate it with Mautic using Zapier and IFTTT. This guide has also provided screenshots showing how we can set up these integrations. Overall, this guide should help you in setting up this integration and answer questions like “how do I integrate Zoho Books and Mautic?”
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