Salesforce + Zoho Books
Create Salesforce records for new Zoho Books customers
Save time and enhance efficiencies within your customer management workflow. Whenever there's a new customer in Zoho Books, this automation will promptly create a corresponding record in Salesforce. By relieving you of manual data entries, this integration ensures accurate data transfer and allows you to focus on cultivating relationships with your clients.
Save time and enhance efficiencies within your customer management workflow. Whenever there's a new customer in Zoho Books, this automation will promptly create a corresponding record in Salesforce. By relieving you of manual data entries, this integration ensures accurate data transfer and allows you to focus on cultivating relationships with your clients.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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OrganizationRequired
Try ItOrganizationRequired
Try ItOrganizationRequired
Try ItOrganization NameRequired
Customer NameRequired
Estimate Number
Date
Expiry Date
NameRequired
RateRequired
QuantityRequired
Discount
Description
Exchange Rate
Estimate Notes
Send
Estimate Terms
Shipping Charge
OrganizationRequired
Try ItStatus
OrganizationRequired
Try ItOrganizationRequired
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
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
