PerfexCRM + Zoho Books Integration

If you're a small business owner who uses Zoho Books to manage your finances, you may be wondering if there's a way to automatically create a customer profile in PerfexCRM whenever an sales invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with PerfexCRM and Zoho Books!

If you are using Zoho Books, then you may want to also use PerfexCRM 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 PerfexCRM.

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?