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Zoho Books + Twilio Integrations

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

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 Twilio

Twilio is the communciton platform that millions of developers trust to build seamless communications experiences with phone calls, text messages, video calls, and more.

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

It's easy to connect Zoho Books + Twilio 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 Call

    Triggers once a call is completed on your Twilio number.

  • New Recording

    Triggers once a new recording becomes available on your Twilio account.

  • New SMS

    Triggers the moment an SMS is sent to your Twilio Number.

    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.

  • Call Phone

    Call a number or numbers and say your predefined message.

  • Send SMS

    Send a SMS to a number or numbers.

How Zoho Books & Twilio 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 Twilio as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Twilio 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 Twilio

Zoho Books?

Zoho Books is a web-based accounting software. It offers functionality like accounting, invoicing, and payment processing. It also has features like CRM, project management, and ecommerce.

Twilio?

Twilio is a cloud communications company headquartered in San Francisco. It provides APIs for sending and receiving phone calls, text messages, and push notifications. It also has a platform for building communications software using its APIs.

Integration of Zoho Books and Twilio

Author/Copyright hpder. Pete Pachal. Copyright terms and licence. CC BY 2.0

Zoho Books can be integrated with Twilio to provide customers with access to a phone number through which they can call their support team. This will help your business to save on operational costs because you won't have to hire an additional group of operators to take calls.

Benefits of Integration of Zoho Books and Twilio

Integration of the two platforms would allow you to:

Increase customer satisfaction . If one of your customers has a problem with his account or needs to get in touch with your support team, he can contact them through a phone number that is relevant to him. This will allow you to increase customer satisfaction. You'll probably have fewer customers who will put up with long wait times and call center issues.

. If one of your customers has a problem with his account or needs to get in touch with your support team, he can contact them through a phone number that is relevant to him. This will allow you to increase customer satisfaction. You'll probably have fewer customers who will put up with long wait times and call center issues. Save money . By integrating Zoho Books and Twilio, you can reduce your business's operational costs because you won't have to hire call center agents. The cost savings are made possible by the fact that you don't need extra software or hardware for this integration. All you need is a phone that can run Twilio's software client. You'll also save money on employee salaries because the new integration provides a more efficient service than a call center.

. By integrating Zoho Books and Twilio, you can reduce your business's operational costs because you won't have to hire call center agents. The cost savings are made possible by the fact that you don't need extra software or hardware for this integration. All you need is a phone that can run Twilio's software client. You'll also save money on employee salaries because the new integration provides a more efficient service than a call center. Increase efficiency . The integration of Zoho Books and Twilio will allow your business to receive customer feedback faster and more efficiently through phone calls instead of email. This will save time for both your support team and your customers. It will also provide a better customer experience since there won't be any delay in responding to customer issues during business hours.

. The integration of Zoho Books and Twilio will allow your business to receive customer feedback faster and more efficiently through phone calls instead of email. This will save time for both your support team and your customers. It will also provide a better customer experience since there won't be any delay in responding to customer issues during business hours. Increase customer satisfaction. The integration of Zoho Books and Twilio will also make it easier for customers to reach out to you when they have questions and issues with their accounts. This will lead to an increase in customer satisfaction because you'll be able to respve problems faster than before. Customers won't need to wait for long periods of time or deal with frustrating automated systems when they have questions about their accounts or billing information. They'll simply use the system that they're accustomed to (their mobile phones. and speak with an actual person instead of an automated system when they need help from your support team. It's hard to achieve 100% customer satisfaction but this new system will certainly help you get closer to it!

In conclusion, integration of Zoho Books and Twilio allows businesses to integrate their CRM, ecommerce, and phone sputions into one seamless platform that gives them real-time insight into the health of their business right from their phones or computers. The combination of these two tops means greater efficiency, better customer satisfaction, and lower operational costs than ever before!

The process to integrate Zoho Books and Twilio 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.