Your No-code and AI Automation PartnerSync Zoho Books with CRM Effortlessly
Automatically update CRM records with the latest invoice and payment statuses from Zoho Books, ensuring seamless communication across departments and timely follow-ups on overdue payments.
Trigger when a new invoice or payment status is updated.
Gather updated information on invoices or payments.
Update CRM with the latest invoice status or payment details.
Notify via Slack or email about overdue payments.
Send report to finance and sales teams on all changes.
- Repeat -
Automation Benefits
Key Benefits
Leverage this automation to unlock new efficiencies and opportunities for growth.
Increased Operational Efficiency
Reduce manual data entry and eliminate discrepancies.
Streamlined Communication
Ensure all teams have access to the same financial information.
Prompt Follow-Ups
Automatically alert account managers of overdue payments.
Comprehensive Financial Insights
Gain a clear view of financial statuses across departments.
Time Savings
Automate routine tasks to focus on strategic initiatives.
Enhanced Reporting
Deliver detailed financial reports with ease.
Features
Automation Features
Explore the powerful features of this automation to enhance your business operations.
- 1Real-Time Data Sync
Keep CRM records updated with the latest financial information from Zoho Books.
- 2Automated Overdue Alerts
Receive instant notifications for overdue payments to ensure timely follow-up.
- 3Comprehensive Reporting
Generate detailed reports for finance and sales teams to drive informed decisions.
Outcomes
Business Outcomes
Experience transformative results by integrating Zoho Books with your CRM.
99%
2x
85%
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FAQs on Zoho Books Automation
Get answers to common questions about integrating Zoho Books with your CRM.
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Pricing Plans
Our pricing plans
Choose a plan that is suitable for your needs.
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.