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Zoho Desk + Zoho Books Integrations

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

About Zoho Desk

Zoho Desk is a context-aware help desk software that helps businesses focus on the customer. It's convenient to use, can be customized to fit any business.

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.

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Best Zoho Desk and Zoho Books Integrations

  • Zoho Desk MailChimp

    Zoho Books + MailChimp

    Add New Zoho Books Contacts to a List on MailChimp Read More...
    When this happens...
    Zoho Desk 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 Desk Slack

    Zoho Books + Slack

    Post direct messages to a Slack channel with new invoices from Zoho Books Read More...
    When this happens...
    Zoho Desk 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 Desk Slack

    Zoho Books + Slack

    Send Slack message for new invoices in Zoho Books Read More...
    When this happens...
    Zoho Desk 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 Desk Google Sheets

    Zoho Books + Google Sheets

    Create Google Sheets rows for new Zoho Books contacts Read More...
    When this happens...
    Zoho Desk 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 Desk Zoho Books

    Google Sheets + Zoho Books

    Make Zoho Books Contacts from new rows on Google Sheets Read More...
    When this happens...
    Zoho Desk 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 Desk Zoho Books

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

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

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

    Triggers
  • New Contact

    Triggers when new contact is created.

  • New Ticket

    Trigger when new ticket comes.

  • 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
  • Create Account

    Create an Account

  • Create Customer

    Creates a customer.

  • Create Ticket

    Creates a Ticket.

  • Update Contact

    Update a contact.

  • Update Ticket

    Updates an existing ticket.

  • 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 Desk & Zoho Books Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Zoho Desk 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 Desk and Zoho Books

Zoho Desk?

Zoho Desk is the online help desk software that provides companies and organizations with a central place to manage their customer support, marketing, sales, and business needs. Customers can ask for help from their computer or mobile phone, and representatives can communicate with customers directly through email, chat, or SMS.

Zoho Books?

Zoho Books is a web-based accounting application that seamlessly integrates with Zoho Desk. It’s perfect for small business owners looking for an affordable accounting spution that’s easy to understand. Zoho Books allows you to track your income and expenses, view bank accounts, create invoices and estimates, and more. All data is securely stored in the cloud so you can access it anytime and anywhere from your PC or mobile device.

Integration of Zoho Desk and Zoho Books

Both Zoho Desk and Zoho Books offer a number of advanced features for business owners. Zoho Desk helps businesses with their customer support. It makes it easy for users to take case notes and add attachments. The system allows companies to set up different departments, such as “Marketing” and “Customer Support”, which are handled by different employees. Zoho Desk also offers a live chat option for the company’s website which allows customers to get help immediately from their computers or mobile phones. Zoho Desk also has a mobile app that allows users to manage cases on the go. It’s easy to send messages to all employees in the company through the mobile app. With Zoho Desk, users can also create custom forms and have them sent to customers automatically. This makes it easy for customers to submit information for their cases. Zoho Books is also integrated with Zoho Desk. One of the benefits of integrating Zoho Desk with Zoho Books is that users are able to see how much time they spend on each case. Users are able to pull up reports in both applications so they can keep track of their time more easily. Using Zoho Desk and Zoho Books together makes it easier for companies to manage customer issues. When a customer submits a request through Zoho Desk, a notification is automatically sent to the user through Zoho Books so they know what to do next. This saves time and eliminates the need to constantly check multiple platforms for customer requests. With integrated systems like Zoho Desk and Zoho Books, companies are able to improve their productivity while also providing better customer service.

Benefits of Integration of Zoho Desk and Zoho Books

There are many benefits associated with using both Zoho Desk and Zoho Books together. Companies are able to save money since they only need one system for managing customer issues. There’s no need to use multiple software programs that are not compatible with each other. With these two apps, users have everything they need for managing customer support in one place. Another benefit of using both apps together is that users don’t have to worry about losing any important information since it’s all stored on the cloud. This means that even if a user accidentally deletes something or loses their phone, they won’t lose any important information because it will be stored on the cloud. Data backup is also easier when using both apps together since users can back up data easily through the Zoho site. This means that if anything happens to the company’s computer hard drive or someone accidentally deletes files, users won’t lose any important data because everything is stored on the cloud. Both apps make it easier for businesses to provide better customer service since they have everything they need in one place. In addition, the fact that both apps are cloud-based makes it easier for companies to access data wherever they are; this eliminates the need to carry laptops around all day to access company records. With these apps, users can access company records from any device at any time. They don’t have to worry about carrying their laptop around because everything is right at their fingertips in the cloud. The integration of both apps also makes it easier for companies to track their spending because both apps are connected financially. It’s easy for users to track what they spend on certain tasks through both apps so they know where their money is going without having to log into several different applications. Another advantage of integrating Zoho Desk and Zoho Books together is that it makes it easier for customers to submit complaints through one platform instead of having to send emails to different people or get in touch with them through different channels. This saves time and makes it easy for customers to communicate with different departments in different ways without having to switch between different services. This saves companies time as well since they don’t have to deal with multiple communications from customers coming in through different channels; everything is conspidated into one platform that requires little effort from employees. Integrating both apps together also makes it easier for users to keep track of their time because all data is stored on one platform; there’s no need to log into separate systems for tracking work hours or sending timesheets because everything is handled through one application or website. The integration of both apps also makes it easier for companies to cplect payments from customers because all transactions are recorded in one system rather than having to log into different systems every time a payment is received from a client. Businesses can also track sales more easily when using both apps together because everything is tracked in real time; there’s no need to log into different applications or search through company records since everything is available online at all times. Overall, integrating Zoho Desk and Zoho Books together creates a seamless experience for companies and their customers by making it easier for companies and clients to communicate with each other, track transactions, save time, and eliminate unnecessary paperwork among other things.

The process to integrate Zoho Desk and Zoho Books 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.