Flexie CRM + Zoho Books Integration

Connect Flexie CRM to Zoho Books in 1 click

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1.
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
  • Zoho Books
    Invoice is created in Zoho Books Instant
  • Zoho Books
    Customer payment is created in Zoho Books Instant
  • Zoho Books
    Vendor payment is created in Zoho Books Instant
  • Zoho Books
    Customer is created in Zoho Books Instant
  • Zoho Books
    Customer is updated in Zoho Books Instant
  • Zoho Books
    Sales order is created in Zoho Books Instant
  • Zoho Books
    Purchase order is created in Zoho Books Instant
  • Zoho Books
    Estimate is created in Zoho Books Instant
  • Zoho Books
    Expense is created in Zoho Books Instant
  • Zoho Books
    Item is created in Zoho Books Instant
  • Zoho Books
    Bill is created in Zoho Books Instant
  • Zoho Books
    Credit note is created in Zoho Books Instant
  • Zoho Books
    Delivery challan is created in Zoho Books Instant
  • Zoho Books
    Recurring bill is created in Zoho Books Instant
  • Zoho Books
    Recurring expense is created in Zoho Books Instant
  • Zoho Books
    Recurring invoice is created in Zoho Books Instant
  • Zoho Books
    Project is created in Zoho Books Instant
  • Zoho Books
    Vendor is created in Zoho Books Instant
  • Zoho Books
    Timesheet is created in Zoho Books Instant
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2.

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Ready Workflows Ready Workflows   for Flexie CRM + Zoho Books Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Zoho Books + Flexie CRM Integration

Create Flexie CRM contact for new Zoho Books customer

If you are using Zoho Books, then you may want to also use Flexie CRM to manage your customer relationships. With the help of this automation, whenever you create a customer in Zoho Books, a corresponding contact will be created in Flexie CRM.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Automations

Top 10 Most Popular Flexie CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Webflow (Legacy) logo
Flexie CRM logo
Create Flexie CRM deal for new Webflow form submission
Activate
Google Sheets logo
Flexie CRM logo
Create Flexie CRM contact for new Google Sheets row
CompanyHub logo
Flexie CRM logo
Create Flexie CRM contact for new CompanyHub record
CompanyHub logo
Flexie CRM logo
Create Flexie CRM contact for new CompanyHub contact
Salesforce logo
Flexie CRM logo
Create Flexie CRM contact for new Salesforce record
Webflow (Legacy) logo
Flexie CRM logo
Create Flexie CRM deal for new Webflow form submission
Activate
Google Sheets logo
Flexie CRM logo
Create Flexie CRM contact for new Google Sheets row
CompanyHub logo
Flexie CRM logo
Create Flexie CRM contact for new CompanyHub record
CompanyHub logo
Flexie CRM logo
Create Flexie CRM contact for new CompanyHub contact
Salesforce logo
Flexie CRM logo
Create Flexie CRM contact for new Salesforce record
Zoho Creator logo
Flexie CRM logo
Create Flexie CRM contact for new Zoho Creator record
EasyCSV logo
Flexie CRM logo
Create Flexie CRM contact for new EasyCSV data
Bubble logo
Flexie CRM logo
Create Flexie CRM contact for new Bubble data thing
PostgreSQL logo
Flexie CRM logo
Create Flexie CRM contact for new PostgreSQL row
MySQL logo
Flexie CRM logo
Create Flexie CRM contact for new MySQL row
Zoho Creator logo
Flexie CRM logo
Create Flexie CRM contact for new Zoho Creator record
EasyCSV logo
Flexie CRM logo
Create Flexie CRM contact for new EasyCSV data
Bubble logo
Flexie CRM logo
Create Flexie CRM contact for new Bubble data thing
PostgreSQL logo
Flexie CRM logo
Create Flexie CRM contact for new PostgreSQL row
MySQL logo
Flexie CRM logo
Create Flexie CRM contact for new MySQL row

Top 10 Most Popular Zoho Books Automations from
Integrately Community

Most popularmost-popular-automations
01
Zoho Books logo
WhatsApp logo
Send WhatsApp message for new Zoho Books payment
02
Zoho Books logo
WooCommerce logo
Create WooCommerce customer for new Zoho Books customer
03
Zoho Books logo
AiSensy logo
Send AiSensy template message for new Zoho Books payment
04
Zoho Books logo
Zoho Creator logo
Create Zoho Creator record from new Zoho Books expense
05
Zoho Books logo
WHMCS logo
Create WHMCS contact for new Zoho Books customer
cloud
Zoho Books
app integration
06
Zoho Books logo
Online Live Support logo
Send Online Live Support message for new Zoho Books payment
07
Zoho Books logo
Bitrix24 logo
Create Bitrix24 contact for new Zoho Books customer
08
Zoho Books logo
Salesforce logo
Create Salesforce contact for new Zoho Books customer
09
Zoho Books logo
Shopify logo
Create Shopify customer for new Zoho Books customer
10
Zoho Books logo
Monday.com logo
Create Monday.com item for new Zoho Books customer
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
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3
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Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Flexie CRM or Zoho Books With 1400+ Other Apps

Flexie CRM
Flexie CRM
Flexie CRM helps you discover, connect, and accelerate your sales. It is a platform that provides advanced activity tracking, intelligent lead scoring, insightful reporting & analytics, and more to help you close more deals.
Zoho Books
Zoho Books
Zoho Books is the fastest, most flexible and feature-rich accounting software for small business owners and freelancers. With Zoho Books, you can get up and running in a matter of minutes. No complicated setup or hardware required.