Pipedrive + Zoho Books

Automatically manage new Pipedrive deals by creating corresponding customers in Zoho Books

Keep your accounting up to date by immediately adding the details of new sales deals from Pipedrive into Zoho Books as customers. This efficient workflow means you don't have to manually transfer data between the two systems, saving you precious time and reducing the risk of errors. Make your financial operations smoother and more reliable by enabling this straightforward process.

Keep your accounting up to date by immediately adding the details of new sales deals from Pipedrive into Zoho Books as customers. This efficient workflow means you don't have to manually transfer data between the two systems, saving you precious time and reducing the risk of errors. Make your financial operations smoother and more reliable by enabling this straightforward process.

  1. When this happens...
    PipedrivePipedrive
    New Deal

    Triggers when a new deal is created.

    TriggerInstant
  2. automatically do this!
    Zoho BooksZoho Books
    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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zoho-books logo
zoho-books logo

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