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Salesloft + Zoho Books

Create new Salesloft persons whenever new Zoho Books items are added

Streamline your customer management by connecting Zoho Books with Salesloft. Every time a new item is added in Zoho Books, this workflow creates a new person in Salesloft. This integration ensures seamless data entry between your accounting and sales teams, reducing manual work and enhancing efficiency. Keep your teams updated and synchronized, aiding business coordination and productivity.

Streamline your customer management by connecting Zoho Books with Salesloft. Every time a new item is added in Zoho Books, this workflow creates a new person in Salesloft. This integration ensures seamless data entry between your accounting and sales teams, reducing manual work and enhancing efficiency. Keep your teams updated and synchronized, aiding business coordination and productivity.

  1. When this happens...
    Zoho BooksZoho Books
    New Item

    Triggers when a new item is created.

    TriggerInstant
  2. automatically do this!
    SalesloftSalesloft
    Create Person

    Triggers when an event occurs for a person. Supports created, updated and deleted person events.

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • Status

    • OrganizationRequired

    Trigger
    Instant
    Try It

    • OrganizationRequired

    • 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

    Action
    Write

    • OrganizationRequired

    • Customer NameRequired

    • Invoice Number

    • Invoice Date

    • Due Date

    • Payment Terms

    • Discount

    • Exchange Rate

    • Item NameRequired

    • Description

    • QuantityRequired

    • RateRequired

    • Discount ($)

    • Payment Options

    • Shipping Charge

    • Adjustment

    • Allow Partial Payment

    • Notes

    • Send

    • VAT Treatment

    • Tax Treatment

    • Reference Number

    Action
    Write
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About Salesloft

Salesloft is a sales engagement platform designed to help sales teams drive more revenue and improve their sales processes.
Learn more

Related categories

  • Sales & CRM
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