Zoho Books
When this happens...
Infusionsoft by KeapNew Contact
Then do this...
Zoho BooksCreate Contact

All small businesses need to constantly keep track of their leads, as every lead is a potential customer. With this integration, a contact is automatically added to Zoho Books whenever they are added to Infusionsoft, allowing you to prepare for all the increased interest you receive from your email marketing.

How this Infusionsoft-Zoho Books integration works

  1. A new contact is added to Infusionsoft
  2. Zapier copies them over to Zoho Books

Apps involved

  • Infusionsoft account
  • Zoho Books account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Zoho Books + Infusionsoft by Keap 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.

Tag Added to Contact

Triggers when a tag gets added to a contact for the first time.

Create/Update Contact

Creates a new contact. Can be used to update existing contacts too.

New Opportunity

Triggers when you add a new opportunity.

Tag Existing Contact

Applies a tag to an existing contact.

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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.

Infusionsoft by Keap is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

See Infusionsoft by Keap Integrations