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Zoho CRM + Zoho Books Integrations

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

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

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.

Zoho Books Integrations
Zoho Books Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • FreshBooks FreshBooks
  • Freshsales Freshsales

Best Zoho CRM and Zoho Books Integrations

  • Zoho CRM Office 365

    Zoho CRM + Office 365

    Update Office 365 with new Zoho CRM contacts Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Office 365 Create Contact
    If you're looking for an easier way to add all your Zoho CRM contacts to Office 365, you have come to the right place. Set it up and every time a new contact is added in your Zoho CRM account, we will automatically add it to Office 365, keeping you free from repetitive manual work in the process. Enjoy the benefits of workflow automation, integrate Zoho CRM with Office 365 now!
    How It Works
    • A new contact is added in Zoho CRM
    • Appy Pie Connect adds it to Office 365
    What is Needed
    • A Zoho CRM account
    • An Office 365 account
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Add Your Zoho CRM Contacts to MailChimp Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    This integration enables you to add your Zoho CRM contacts to MailChimp Newsletter List without any manual efforts. After setting up this integration, whenever you add someone to your Zoho CRM, Appy Pie Connect will automatically add that contact to your MailChimp newsletter list. This Connect is one of the smartest ways to grow your CRM list.
    How it Works
    • Someone new is added to your Zoho CRM
    • Appy Pie Connect will automatically add the info of that contact to your MailChimp mailing list.
    What You Need
    • A Zoho CRM
    • A MailChimp List
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Create MailChimp Subscribers from New Zoho CRM Leads Read More...
    When this happens...
    Zoho CRM New Lead
     
    Then do this...
    MailChimp Add/Update Subscriber
    Automatically add new Zoho CRM leads to MailChimp by using our MailChimp – Zoho CRM integration. After setting this integration up, whenever a new lead is added to Zoho CRM, Appy Pie Connect will automatically add that lead to Zoho CRM as a new subscriber. Don’t wait! Try this Connect now and automate the tedious tasks in your workflow.
    How this MailChimp-Trello integration works
    • A new lead is created in Zoho CRM
    • Appy Pie Connect adds that lead to MailChimp as a new subscriber.
    What You Need
    • A MailChimp Account
    • A Zoho CRM Account
  • Zoho CRM Zoho CRM

    Zoho Mail + Zoho CRM

    Add new Lead to Zoho CRM as leads Read More...
    When this happens...
    Zoho CRM New Email
     
    Then do this...
    Zoho CRM Create/Update Lead

    When business is booming, slowing down to keep records is the last thing you need. Scale effortlessly with Connect's Zoho Mail-Zoho CRM integration: Add new Lead to Zoho CRM as leads.

  • Zoho CRM Zoho CRM

    Google Sheets + Zoho CRM

    Add New Google Sheets Spreadsheet Rows to Zoho CRM as Leads Read More...
    When this happens...
    Zoho CRM New or Updated Spreadsheet Row
     
    Then do this...
    Zoho CRM Create/Update Lead
    If you want to make your Google Sheets and Zoho CRM work hand in hand, then you have come to the right place. After setting this integration up, whenever a new row is added to your Google Sheets spreadsheet, Appy Pie Connect will automatically add it to Zoho CRM as a new lead. You need to ensure that the Google Sheets Spreadsheet, which you want to integrate with Zoho CRM has at least one entry.
    Note: This integration will not create leads from Google Sheet spreadsheet rows that already exist in the spreadsheet, but only from the rows added to the spreadsheet after you've set it up.
    How It Works
    • Triggers when a new row is added to Google Sheets spreadsheet
    • Appy Pie Connect automatically adds that row to Zoho CRM as a new lead
    What You Need
    • A Google Sheets Spreadsheet
    • A Zoho CRM account
  • Zoho CRM Zoho CRM

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Zoho CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Zoho CRM + Zoho Books in easier way

It's easy to connect Zoho CRM + Zoho Books without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • 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.

    Actions
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • 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.

How Zoho CRM & Zoho Books Integrations Work

  1. Step 1: Choose Zoho CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Zoho CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Zoho Books as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoho Books 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 CRM and Zoho Books

  • Introduction:
  • Zoho’s CRM and Zoho Books are cloud based applications and provide a way of managing your customer and business information in one place. It is easy to manage all your customers, leads, prospects and vendors in one application.

    Zoho CRM is a Sales Force Automation (SFA. spution that helps you to manage your sales pipeline by providing you with an organized view of your contacts and opportunities, real-time access to critical information, ability to cplaborate with team members, task management integration, dashboards and reporting.

    Benefits of Zoho CRM:

  • It is very quick to set up and start using.
  • Simple interface that is easy to use.
  • Allows you to focus on your business rather than your software.
  • Free support via phone, email or live chat.
  • Easy to train new users.
  • The ability to export data into Excel or PDF formats for offline use or any third party program including Microsoft Outlook or Microsoft Dynamics GP.
  • Integrates with other Zoho applications for even more functionality. For example, you can integrate Zoho CRM with MailPlus to send emails directly from the CRM or to sync contacts between Zoho CRM and MailPlus.
  • The application is always being improved upon by the company based on customer feedback.
  • Zoho CRM is compatible with most browsers, smartphones and tablets so you can access it anywhere at anytime.
  • You have full contrp over your data as it is hosted by Zoho in the cloud so there are no hardware or maintenance costs.
  • :

    Integration of Zoho CRM and Zoho Books:

    One of the great things about the Zoho suite of products is that they are integrated with each other allowing you to view related information in different places reducing the amount of time needed to complete tasks. Zoho Books provides accounts receivable management capabilities, financial reporting, expense tracking and invoicing automation for small businesses. Zoho Books integrates with Zoho CRM making it easier for sales people to identify potential clients who are also customers of their organization to improve the efficiency of sales process. If you are using both applications you can create sales opportunities directly from Accounts Receivable records in Zoho Books which will automatically link the accounts receivable record to the sales opportunity record in Zoho CRM or create accounts receivable records directly from sales opportunities in Zoho CRM. The fplowing diagram shows how this process works. http://www.zohocorp.com/products/crm/integrate_crm_with_zoho_books/accounts_receivable_to_opportunity_directly/. This integration is a great time saver as you no longer have to manually link records from one application to another. In addition, if a prospect becomes a customer you can quickly assign them the appropriate account type in Accounts Receivable depending on whether they are a new customer or an existing customer which will also automatically populate the contact record in Zoho CRM with additional fields such as Job Title, Company Size, Industry and Revenue Range that will help you contact them more effectively and close deals faster. You can also use the Account List page in Accounts Receivable to see a list of all your accounts sorted by revenue range which makes it easier for you to identify potential new customers based on revenue size as well as those who have been with your organization for a long time but have not been buying as much as they used to which could be a sign they are looking for a new supplier so you can reach out to them sooner rather than later to retain them as a customer before they find a new supplier which could result in lost revenues for your company. In addition, if a prospect becomes a customer you can quickly assign them the appropriate account type in Accounts Receivable depending on whether they are a new customer or an existing customer which will also automatically populate the contact record in Zoho CRM with additional fields such as Job Title, Company Size, Industry and Revenue Range that will help you contact them more effectively and close deals faster. You can also use the Account List page in Accounts Receivable to see a list of all your accounts sorted by revenue range which makes it easier for you to identify potential new customers based on revenue size as well as those who have been with your organization for a long time but have not been buying as much as they used to which could be a sign they are looking for a new supplier so you can reach out to them sooner rather than later to retain them as a customer before they find a new supplier which could result in lost revenues for your company. In addition, if a prospect becomes a customer you can quickly assign them the appropriate account type in Accounts Receivable depending on whether they are a new customer or an existing customer which will also automatically populate the contact record in Zoho CRM with additional fields such as Job Title, Company Size, Industry and Revenue Range that will help you contact them more effectively and close deals faster. You can also use the Account List page in Accounts Receivable to see a list of all your accounts sorted by revenue range which makes it easier for you to identify potential new customers based on revenue size as well as those who have been with your organization for a long time but have not been buying as much as they used to which could be a sign they are looking for a new supplier so you can reach out to them sooner rather than later to retain them as a customer before they find a new supplier which could result in lost revenues for your company. In addition, if a prospect becomes a customer you can quickly assign them the appropriate account type in Accounts Receivable depending on whether they are a new customer or an existing customer which will also automatically populate the contact record in Zoho CRM with additional fields such as Job Title, Company Size, Industry and Revenue Range that will help you contact them more effectively and close deals faster. You can also use the Account List page in Accounts Receivable to see a list of all your accounts sorted by revenue range which makes it easier for you to identify potential new customers based on revenue size as well as those who have been with your organization for a long time but have not been buying as much as they used to which could be a sign they are looking for a new supplier so you can reach out to them sooner rather than later to retain them as a customer before they find a new supplier which could result in lost revenues for your company. In addition, if a prospect becomes a customer you can quickly assign them the appropriate account type in Accounts Receivable depending on whether they are a new customer or an existing customer which will also automatically populate the contact record in Zoho CRM with additional fields such as Job Title, Company Size, Industry and Revenue Range that will help you contact them more effectively and close deals faster. You can also use the Account List page in Accounts Receivable to see a list of all your accounts sorted by revenue range which makes it easier for you to identify potential new customers based on revenue size as well as those who have been with your organization for a long time but have not been buying as much as they used to which could be a sign they are looking for a new supplier so you can reach out to them sooner rather than later to retain them as a customer before they find a new supplier which could result in lost revenues for your company. In addition, if a prospect becomes a customer you can quickly assign them the appropriate account type in Accounts Receivable depending on whether they are a new customer or an existing customer which will also automatically populate the contact record in Zoho CRM with additional fields such as Job Title, Company Size, Industry and Revenue Range that will help you contact them more effectively and close deals faster. You can also use the Account List page in Accounts Receivable to see a list of all your accounts sorted by revenue range which makes it easier for you to identify potential new customers based on revenue size as well as those who have been with your organization for a long time but have not been buying as much as they used to which could be a sign they are looking for a new supplier so you can reach out to them sooner rather than later to retain them as a customer before they find a new supplier which could result in lost revenues for your company. In addition, if a prospect becomes a customer you can quickly assign them the appropriate account type in Accounts Receivable depending on whether they are a new customer or an existing customer which will also automatically populate the contact record in Zoho CRM with additional fields such as Job Title, Company Size,

    The process to integrate 403 Forbidden and 403 Forbidden 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.