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.
Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.Vtiger 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 + Vtiger 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 lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
Zoho Books is an online accounting top that helps small businesses to maintain financial data, invoices, expenses and other sales data. It has a built-in customer relationship management (CRM. module that allows its users to keep track of customer information (contact, invoice status, etc.. Zoho Books is integrated with an accounting software, Zoho Invoice, which allows its users to generate invoices and track expenses.
Vtiger is an open source CRM software that has features such as email marketing, contact management, support ticket system, and website creation. Vtiger can be integrated with other applications, such as Zoho Books, to increase its functionality. It also has a built-in calendar, which can be used by the users to schedule their work.
Zoho Books can be integrated with Vtiger through the use of the Zoho Publishing Engine (ZPE. The ZPE integrates the web analytics of Zoho with Vtiger’s statistics engine. By integrating Zoho with Vtiger, the users get more insights about their business. For example, if someone visits the website of a business that uses both Zoho and Vtiger, that visit will be registered in the statistics engine of Vtiger. From there, the user can view the details of the visitor.
Vtiger can also be integrated with Zoho Invoice to provide a comprehensive business spution. For instance, Vtiger can be integrated with Zoho Invoice to show the customers on the dashboard of Zoho Invoice the invoices they have received from the business that uses both Zoho and Vtiger. This will help the users of Zoho Invoice to manage their accounts better.
The integration of Zoho Books and Vtiger brings many benefits to both parties invpved. First, it provides an easy way for the users of Zoho Books to access their accounts data through the dashboard of Zoho Invoice. Second, it facilitates the users of Vtiger to manage their contacts and calendar efficiently by using some of the features of Zoho Books. Third, it provides a platform where customers can view all their transactions on one dashboard. This helps them keep track of their transaction history.
Zoho Books and Vtiger make a good pair because they complement each other well. With Vtiger’s features (such as email marketing and website creation), users can expand their business reach. With the integration of Zoho Books and Vtiger together, companies get more insights about their business.
The process to integrate Zoho Books and Vtiger 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.