Zoho Books

Zoho Books + Cloze Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Zoho Books and Cloze, with as many as 47 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Zoho Books + Cloze and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Item

Triggers when a new item is created.

Create Contact

Creates a new contact.

New Contact

Triggers when a new contact is created.

Create Sales Invoice

Creates a new sales invoice.

New Sales Invoice

Triggers when a new sales invoice is created.

Create Estimate

Creates a new estimate.

Company Change

Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.

Create/Update a Person

Creates or updates a person.

Person Change

Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Create Communication

Create a new communication record (email or call).

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Become a Zapier Integration Partner

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.

Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.

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