

Close and Zoho Books integration
Build smart, no-code workflows with Close 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 Close integration
In Close and Zoho Books integration triggers start workflows when something happens, while actions make changes in response.
Triggers 13
New contact
New sms
New Invoice
New Customer
Actions 28
Create Contact
Update Contact
Create a Customer
Create Estimate
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How to Connect Close to Zoho Books
Create powerful Close integration with Zoho Books in just a few simple steps.
Connect Close to Zoho Books
Log in to Albato, select Close and Zoho Books, and follow the quick setup steps—no coding required. Integrate Close with Zoho Books with just a few clicks!
Build a workflow for your Close 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 Close and Zoho Books. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Zoho Books integration with Close
Close
Elevate your sales and productivity by integrating Close with over 1,000+ applications via Albato. This powerful integration, fortified by Close's extensive API, allows you to connect, integrate, and automate your CRM activities seamlessly. With Albato, Close becomes even more potent, enabling integrations with vital tools such as Google Sheets for advanced data management and reporting, Google Calendar for scheduling and reminders, Slack and Microsoft Teams for team collaboration, Salesforce and HubSpot for an encompassing CRM strategy, QuickBooks Online for financial tracking, Typeform for survey and lead generation, Shopify for e-commerce activities, and Squarespace for web content management. Utilize the versatile triggers and actions provided by these integrations to tailor your workflow, automate repetitive tasks, and ensure your sales team focuses on what they do best – closing deals.
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









