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Quickly connect Salesforce to Zoho Books with a Zapier template.

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Create sales invoices in Zoho Books for updated records in Salesforce
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Salesforce + Zoho Books
Create Zoho Books customers for new Salesforce records
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Create new items in Zoho Books from new records in Salesforce
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Salesforce + Zoho Books
Create Salesforce records for new sales invoices in Zoho Books
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Zoho Books + Salesforce
Create Salesforce leads from new Zoho Books customers
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Zoho Books + Salesforce
Create Salesforce records for new Zoho Books customers
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Zoho Books + Salesforce

Create sales invoices in Zoho Books for updated records in Salesforce

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Salesforce + Zoho Books

Create Zoho Books customers for new Salesforce records

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Salesforce + Zoho Books

Create new items in Zoho Books from new records in Salesforce

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Salesforce + Zoho Books

Create Salesforce records for new sales invoices in Zoho Books

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Zoho Books + Salesforce

Create Salesforce leads from new Zoho Books customers

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Zoho Books + Salesforce

Create Salesforce records for new Zoho Books customers

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Zoho Books + Salesforce

How Zapier works

Zapier makes it easy to integrate Salesforce with Zoho Books - no code necessary. See how you can get setup in minutes.

Select a trigger from Salesforce

A trigger is an event that starts your Zap and runs the workflow. For example, with Salesforce, a trigger could be "New Case Attachment."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho Books

An action is what takes place after the automation is triggered. For example, with Zoho Books, the action could be "Create Customer."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Salesforce to Zoho Books

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Salesforce to Zoho Books integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Salesforce + Zoho Books integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Zoho Books

What are triggers in the Salesforce and Zoho Books integration?

Triggers are specific events within Salesforce that start an automated workflow with Zoho Books. For instance, when we create a new contact in Salesforce, it can trigger an action, like creating a new customer entry in Zoho Books.

How do I map fields between Salesforce and Zoho Books?

We provide an intuitive interface to map fields between Salesforce and Zoho Books. During the integration setup, you can select corresponding fields from both platforms to ensure accurate data transfer. For example, you might map Salesforce's 'Account Name' to 'Customer Name' in Zoho Books.

Can I automate invoice creation from opportunities in Salesforce?

Yes, you can automate the creation of invoices in Zoho Books when an opportunity reaches a certain stage in Salesforce. By setting up this trigger, we ensure your financial documentation stays up-to-date without manual entry.

Is it possible to sync product lists between Salesforce and Zoho Books automatically?

You can automatically sync product lists between both platforms by configuring triggers that update records whenever there are changes on either side. This ensures that both sales and accounting departments have access to consistent product information.

What happens if there's an error during data synchronization?

In case of a synchronization error, our system generates alerts that help you troubleshoot issues promptly. Detailed logs provide information on failed operations so corrective actions can be taken swiftly.

How often is data synchronized between Salesforce and Zoho Books?

The frequency of data synchronization depends on how you've set up your workflow. Triggers allow real-time updates; however, scheduled batch updates can also be configured based on your business needs.

Can I customize workflows for different scenarios during the integration process?

Absolutely! Our platform allows customization of workflows via conditional logic and multiple triggers and actions for diverse business scenarios, enabling tailored solutions for specific needs.

Connect Salesforce and Zoho Books to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
  Required
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Customer Name
  Required
- Estimate Number
- Date
- Expiry Date
- Full Line Items Name
  Required
- Full Line Item Rate
  Required
- Full Line Item Quantity
  Required
- Full Line Items Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- Organization
  Required
- Full Line Items Name
  Required
- Description
- Full Line Item Rate
  Required
- Tax Percentage
Action
Write
- Organization
  Required
- Invoice Number
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Note Title
  Required
- Description
- Salesforce Object
  Required
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
Get Salesforce Object by ID
Fetches a Salesforce object (Contact, Lead, Opportunity, Account, Case) using its ID.
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Organization
  Required
Trigger
Instant
Try It
- Status
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact Name
  Required
- 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
Action
Write
- Organization
  Required
- Customer Name
  Required
- Invoice Number
- Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Full Line Items Name
  Required
- Description
- Full Line Item Quantity
  Required
- Full Line Item Rate
  Required
- Full Line Items Discount
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- Vat Treatment
- Tax Treatment
- Reference Number
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Note
Action
Write

Learn how to automate Salesforce on the Zapier blog

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About 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.

Related categories

Accounting Zoho

Connect Salesforce and Zoho Books to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Create sales invoices in Zoho Books for updated records in Salesforce

Create Zoho Books customers for new Salesforce records

Create new items in Zoho Books from new records in Salesforce

Create Salesforce records for new sales invoices in Zoho Books

Create Salesforce leads from new Zoho Books customers

Create Salesforce records for new Zoho Books customers

Create sales invoices in Zoho Books for updated records in Salesforce

Create Zoho Books customers for new Salesforce records

Create new items in Zoho Books from new records in Salesforce

Create Salesforce records for new sales invoices in Zoho Books

Create Salesforce leads from new Zoho Books customers

Create Salesforce records for new Zoho Books customers

How Zapier works

Select a trigger from Salesforce

Setup an action from Zoho Books

That’s it! You just connected Salesforce to Zoho Books

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about Salesforce + Zoho Books integrations

Connect Salesforce and Zoho Books to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Learn how to automate Salesforce on the Zapier blog

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Connect Salesforce to Zoho Books on the world's largest no-code automation platform