

Agile CRM and Zoho Books integration
Build smart, no-code workflows with Agile CRM and Zoho Books using triggers, actions, and AI logic—automate any process in minutes.
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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.
Triggers 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
Update Contact (beta)
Create Contact (beta)
New Invoice
New Customer
Actions 20
Create Company
Custom API request
Create a Customer
Create Estimate
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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
Log in to Albato, select Agile CRM and Zoho Books, and follow the quick setup steps—no coding required. Integrate Agile CRM with Zoho Books with just a few clicks!
Build a workflow for your Agile CRM and Zoho Books integration
Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.
Trigger
Actions
Map your data
Pick the fields you want to transfer between Agile CRM and Zoho Books. Customize the data flow to match your process.
Synс data
Synс data
Synс data
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 1,000+ 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 1,000+ 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











