

Agile CRM and Zoho Books integration
Albato serves as a powerful conduit for integrating Agile CRM and Zoho Books, streamlining the workflow between customer relationship management and accounting. Albato is a no-code platform that offers an efficient way to connect and automate tasks across numerous applications, making integration between different platforms like Agile CRM and Zoho Books straightforward and hassle-free. With Albato's automation builder, users can establish triggers, which are specific events that initiate an automation, and actions, the subsequent tasks carried out in response, without needing deep technical knowledge. Here's a practical example of how Agile CRM and Zoho Books can work together through Albato: when a new deal is created in Agile CRM (trigger), an invoice for that deal can automatically be created in Zoho Books (action). This integration ensures that your accounting records are immediately updated to reflect new business won, enhancing accuracy in financial tracking and efficiency in billing processes.
How Albato works
With Albato, you can easily integrate Zoho Books with Agile CRM using an intuitive no-code builder. Whether you want to sync Zoho Books with Agile CRM or connect Zoho Books to Agile CRM, our platform makes it simple.
How to Connect Agile CRM to Zoho Books
Create powerful Agile CRM integration with Zoho Books in just a few simple steps.
Connect Agile CRM to Zoho Books
To connect Zoho Books to Agile CRM, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Agile CRM with Zoho Books with just a few clicks!

Agile CRM
Select a Trigger
Create workflow for Zoho Books and Agile CRM integration
Decide what happens when you sync Agile CRM with Zoho Books—set up triggers in one app to automatically initiate actions in the other.

Trigger

Action
Sync Agile CRM with Zoho Books data
Select which data to transfer when you integrate Zoho Books with Agile CRM—customize how your apps exchange information.
Synс data
Synс data
Synс data
Integrate Agile CRM with Zoho Books now!
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Try this integration!7-Day free trialTriggers and actions for Zoho Books and Agile CRM integration
In Agile CRM and Zoho Books integration triggers start workflows when something happens, while actions make changes in response.
Triggers 9

Create Deal (beta)

Update Deal (beta)

New Invoice

New Customer
Actions 17

Create Contact

Create Company

Create a Customer

Create Estimate


Make your integration smarter with AI
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Start with Agile CRM and Zoho Books integration templates!
Connect Agile CRM to Zoho Books to link essential parts of your business
When you connect Agile CRM to Zoho Books, you can automate processes for any business size or industry. Here's how different companies integrate Agile CRM with Zoho Books using Albato.









Never miss a lead or deal again!
Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.
Zoho Books integration with Agile CRM

Agile CRM
With Agile CRM's flexible API and Albato's powerful integration capabilities, it's now simpler than ever to connect Agile CRM with over 800+ applications, enhancing your CRM experience with a broad array of functionalities ranging from e-commerce and email marketing to accounting and social networking. By integrating Agile CRM via Albato, you unlock the potential to automate and streamline workflows across a wide range of applications such as WooCommerce, Email, MailChimp, QuickBooks Online, Shopify, Outlook, Google Contacts, and LinkedIn. This seamless integration allows you to effortlessly automate actions like adding contacts to campaigns, scoring and tagging contacts, creating events, tasks, tickets, deals, companies, and contacts within Agile CRM. Triggers such as contact and deal updates or creations activate these actions, ensuring real-time synchronization and efficiency across your business tools.
Categories
- CRM & ERP systems

Zoho Books
Albato's integration capabilities enable Zoho Books to seamlessly connect with over 800+ popular applications, transforming how small businesses manage their accounting needs. Through the use of Zoho Books' API, users can automate and synchronize their financial processes with applications like Google Sheets, Google Calendar, Slack, Salesforce, Microsoft Teams, QuickBooks Online, Typeform, HubSpot, Shopify, and Squarespace. This integration facilitates a range of actions such as creating invoices, items, estimates, and customers directly within Zoho Books when specific triggers occur in connected apps. For instance, a new customer added in Shopify can automatically generate a customer profile in Zoho Books. Similarly, triggers like new estimates, expenses, items, customers, or invoices in Zoho Books can initiate corresponding actions in connected applications, ensuring data consistency and saving valuable time. Leverage Albato to integrate Zoho Books and automate your accounting, making it more efficient and connected than ever before.
Categories
- Accounting apps
- Zoho
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