Zoho Books + Zoho Desk Integration
Connect Zoho Books to Zoho Desk in 1 click
Free forever.Use premium features free for 14 days.1.
Invoice is created in Zoho Books Instant- Customer payment is created in Zoho Books Instant
- Vendor payment is created in Zoho Books Instant
- Customer is created in Zoho Books Instant
- Customer is updated in Zoho Books Instant
- Sales order is created in Zoho Books Instant
- Purchase order is created in Zoho Books Instant
- Estimate is created in Zoho Books Instant
- Expense is created in Zoho Books Instant
- Item is created in Zoho Books Instant
- Bill is created in Zoho Books Instant
- Credit note is created in Zoho Books Instant
- Delivery challan is created in Zoho Books Instant
- Recurring bill is created in Zoho Books Instant
- Recurring expense is created in Zoho Books Instant
- Recurring invoice is created in Zoho Books Instant
- Project is created in Zoho Books Instant
- Vendor is created in Zoho Books Instant
- Timesheet is created in Zoho Books Instant
Ticket is created in Zoho Desk Instant- Ticket is updated in Zoho Desk Instant
- Account is created in Zoho Desk Instant
- Agent is created in Zoho Desk Instant
- Message is created in Zoho Desk Instant
- Comment is created in Zoho Desk Instant
- Contact is created in Zoho Desk Instant
- Attachment is added in Zoho Desk Instant
2.
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Who Is This Integration For?
Customer Support Teams
Finance Departments
Business Owners
Account Managers
IT Administrators
Customer Support Teams
Customer support teams often struggle to keep track of billing-related queries that come through Zoho Desk. There's a disconnect between the support tickets and the financial status of customer accounts handled in Zoho Books.
Finance Departments
Finance departments frequently need updates on customer issues logged in Zoho Desk that might impact billing, such as refund requests or billing disputes, but information flow between the support and finance tools is lacking.
Business Owners
Business owners need timely updates on customer accounts and any financial adjustments based on support interactions in Zoho Desk, but often miss this due to siloed systems.
Account Managers
Account managers are challenged by the lack of visibility on how customer support interactions, captured in Zoho Desk, affect their account standing, payments, or invoices handled in Zoho Books.
IT Administrators
IT administrators are often tasked with maintaining data consistency across multiple platforms, like Zoho Desk and Zoho Books, but manual updates are error-prone and inefficient.
What Can You Automate With Zoho Books + Zoho Desk
Sync support tickets with financial records
Whenever a new support ticket is created in Zoho Desk, automatically log this interaction in Zoho Books. This helps you maintain up-to-date records on which customer inquiries might affect their financial status.
Alert finance of billing disputes
Connect Zoho Desk with Zoho Books to notify your finance team whenever a ticket flagged as a billing dispute is raised. This ensures timely follow-up and prevents revenue leakage.
Add customers to billing queue from desk
Automatically add new Zoho Desk contacts to Zoho Books for invoicing when they sign up for services. Keep your billing system updated without manual entry, ensuring seamless customer onboarding.
Create financial reports from support data
Generate comprehensive reports in Zoho Books using data from Zoho Desk, highlighting frequent financial concerns raised in support tickets. This allows for better strategic decision-making on customer management.
Monitor support-triggered adjustments in finances
Detect when tickets in Zoho Desk result in account adjustments and reflect these automatically in Zoho Books. This reduces manual errors and ensures financial accuracy across your systems.
And much more...
Top 10 Most Popular Zoho Books Automations from
Integrately Community
Just click on the workflow you want to automate
Send WhatsApp message for new Zoho Books payment
Create WooCommerce customer for new Zoho Books customer
Send AiSensy template message for new Zoho Books payment
Create Zoho Creator record from new Zoho Books expense
Create WHMCS contact for new Zoho Books customer
Send WhatsApp message for new Zoho Books payment
Create WooCommerce customer for new Zoho Books customer
Send AiSensy template message for new Zoho Books payment
Create Zoho Creator record from new Zoho Books expense
Create WHMCS contact for new Zoho Books customer
Send Online Live Support message for new Zoho Books payment
Create Bitrix24 contact for new Zoho Books customer
Create Salesforce contact for new Zoho Books customer
Create Shopify customer for new Zoho Books customer
Create Monday.com item for new Zoho Books customer
Send Online Live Support message for new Zoho Books payment
Create Bitrix24 contact for new Zoho Books customer
Create Salesforce contact for new Zoho Books customer
Create Shopify customer for new Zoho Books customer
Create Monday.com item for new Zoho Books customer
Top 10 Most Popular Zoho Desk Automations from
Integrately Community
Most popular
01
Create Salesforce opportunity for new Zoho Desk ticket
02
Send WhatsApp message for new Zoho Desk ticket
03
Create Zoho Desk ticket for new Elementor Forms form submission
04
Create Zoho Desk ticket for new Fluent Forms form submission
05
Create Zoho Desk ticket for new Simvoly form submission
Most popular
01
Create Salesforce opportunity for new Zoho Desk ticket
02
Send WhatsApp message for new Zoho Desk ticket
03
Create Zoho Desk ticket for new Elementor Forms form submission
04
Create Zoho Desk ticket for new Fluent Forms form submission
05
Create Zoho Desk ticket for new Simvoly form submission
06
Create ClickUp task for new Zoho Desk ticket
07
Send Google Chat message for new Zoho Desk ticket
08
Create Saleshandy prospect for new Zoho Desk ticket
09
Send Zulip message for new Zoho Desk ticket
10
Send AiSensy template message for new Zoho Desk ticket
How Integrately Works?
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You Can Also Connect Zoho Books or Zoho Desk With 1400+ Other Apps
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.
Zoho Desk
Zoho Desk is a simple and easy tool that lets you manage your customer service. Whether it is managing tickets, handling inbound calls or simply sending out follow-up emails, Zoho Desk makes the entire process effortless and cost-effective for you.
