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Zoho Books + Nutshell Integrations

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

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 Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

Nutshell Integrations
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Best Zoho Books and Nutshell 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 + Nutshell in easier way

It's easy to connect Zoho Books + Nutshell 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.

  • Lead Won

    Triggers when a lead is won.

  • New Activity

    Triggers when new Activity is created.

  • New Company

    Triggers when new Company is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Person

    Triggers when new Person 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 Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

How Zoho Books & Nutshell 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 Nutshell as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Nutshell 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 Nutshell

Company Zoho is a software company based in India. They provide a complete suite of office applications including email, file sharing, project management, accounting, CRM and many more. The Company’s product suite includes Zoho Mail, Zoho Docs, Zoho Writer, Zoho Sheet, Zoho ShowTime, Zoho Meeting, Zoho Invoice as well as Nutshell. Zoho Mail is the business email service that has features like Calendar, Contacts, Tasks, Document Storage etc. It is integrated with all other Zoho products so you can use it in any of the other products without any problem. The Zoho Docs provides the document management application which allows you to store and synchronize your documents to share them with anyone you want. This app includes text documents, spreadsheets and presentations. You can also cplaborate on these documents with other people in real time. There are several features of this app for example you can create PDFs from these files or you can convert them to Microsoft Word documents and vice versa. The next product in the suite is Zoho Sheet which is a spreadsheet application that includes features like formulas, charts, filters as well as lots of others.

Zoho Meeting is a web conferencing application that allows you to invite users to your meeting through Outlook and Google Calendar. It allows you to schedule meetings and send meeting requests through email and as well as accept meeting requests. You can easily record meetings and have the option to share them with other users so they can watch them later. You can also view shared documents alongside while talking during the meeting. Zoho Invoice is an online invoicing top that allows you to send out invoices via email. It also allows you to track payments from customers and set up recurring invoices. It has an app for Android too which you can use to do all the actions mentioned above. The last application in the suite is Nutshell which is a mobile CRM top that helps businesses keep track of their sales pipeline. It allows you to connect with your suppliers and clients through phone calls, emails, text messages and social media platforms such as Twitter, Facebook and LinkedIn.

Integration of Zoho Books and Nutshell

These two apps are integrated together because if you ever want to export your contacts from Nutshell to another program such as Microsoft Outlook then it’s very easy using Zoho Books. This is because they both have an integration with each other which means I can export them in either direction seamlessly. This allows me to be able to keep my contacts together in one place without having to manually export them from Nutshell into my Outlook contacts every time I need them so I can create new appointments or send emails to people who I haven’t spoken to for a long time. Zoho Books also provides a way to export my contacts into Excel so I can manage my contacts however I want without having to be limited by the functionality of Nutshell.

Benefits of Integration of Zoho Books and Nutshell

By using this integration I can keep my contacts organized in one place where I have access to it at all times, this will save me time when creating new appointments or sending emails to people because I can search through my contacts without having to dig through multiple applications just to find the person I need. Having all of my contacts in one place makes it much easier for me because I don’t have to worry about losing my contacts or forgetting to add someone to my list when I want to get back in touch with them. Also when I want to add someone as a contact into Nutshell I will be able to see if they already exist in my Zoho Books account and if they do I will be able to add them directly instead of going through the entire process of adding them as a new contact again. This will save me a lot of time because I won’t have to spend time looking up their information again or having to look through pd emails and stuff just to try and remember their details again so that I can add them as a new contact into Nutshell. Another benefit of integrating these two apps together is that if I need more space on my phone I won’t have to worry about deleting any of my contacts because they are stored on my desktop computer rather than on my phone or tablet so it won’t affect me at all if I run out of space on my phone or tablet because they are saved on my desktop computer.

The process to integrate Zoho Books and Nutshell 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.