Interact + Zoho Books
Create new Zoho Books customers from Interact leads
Effortlessly manage your leads and customers with this seamless workflow. When a new lead is added in Interact, it will automatically create a customer in Zoho Books. This way, you'll spend less time manually transferring data and more time nurturing your business relationships, boosting efficiency and productivity.
Effortlessly manage your leads and customers with this seamless workflow. When a new lead is added in Interact, it will automatically create a customer in Zoho Books. This way, you'll spend less time manually transferring data and more time nurturing your business relationships, boosting efficiency and productivity.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Customer
Creates a new customer.
- Free forever for core features
- 14 day trial for premium features & apps
QuizRequired
Try ItOrganizationRequired
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
About Interact
Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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.