ActiveCampaign + Zoho Books
Add new Zoho Books customers to ActiveCampaign as new subscribers
Want to make sure you're reaching out to all your key customers? Let Zapier capture everyone that goes through your accounting. This integration will trigger whenever you add a new customer to Zoho Books, adding them as a new subscriber on ActiveCampaign. You can then be sure your marketing is reaching them all.
Want to make sure you're reaching out to all your key customers? Let Zapier capture everyone that goes through your accounting. This integration will trigger whenever you add a new customer to Zoho Books, adding them as a new subscriber on ActiveCampaign. You can then be sure your marketing is reaching them all.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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- 14 day trial for premium features & apps
OrganizationRequired
Try ItOrganizationRequired
Try ItOrganizationRequired
Try ItOrganization NameRequired
Customer NameRequired
Estimate Number
Date
Expiry Date
NameRequired
RateRequired
QuantityRequired
Discount
Description
Exchange Rate
Estimate Notes
Send
Estimate Terms
Shipping Charge
OrganizationRequired
Try ItStatus
OrganizationRequired
Try ItOrganizationRequired
PAN Number
GSTIN or UIN
GST Treatment
Place of Contact
Contact NameRequired
Company Name
First Name
Last Name
Email
Website
Phone
Mobile
Billing Address Address
Billing Address City
Billing Address Zip
Billing Address State
Billing Address Country
Billing Address Fax
Shipping Address Address
Shipping Address City
Shipping Address State
Shipping Address Country
Shipping Address Fax
Shipping Address Zip
Payment Terms
Notes
Vat Treatment
Tax Treatment
TRN Number
Place of Supply
OrganizationRequired
Customer NameRequired
Invoice Number
Invoice Date
Due Date
Payment Terms
Discount
Exchange Rate
Item NameRequired
Description
QuantityRequired
RateRequired
Discount ($)
Payment Options
Shipping Charge
Adjustment
Allow Partial Payment
Notes
Send
VAT Treatment
Tax Treatment
About ActiveCampaign
ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
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Email NewslettersAbout Zoho Books
Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.