Zoho Books + Zoho Desk
Create Zoho Books customers from new Zoho Desk contacts
Effortlessly manage your contacts across Zoho apps with this helpful workflow. When a new contact is added in Zoho Desk, it will create a customer in Zoho Books, ensuring your contact information is consistent and up-to-date in both platforms. Save time and minimize errors with this smooth and streamlined automation.
Effortlessly manage your contacts across Zoho apps with this helpful workflow. When a new contact is added in Zoho Desk, it will create a customer in Zoho Books, ensuring your contact information is consistent and up-to-date in both platforms. Save time and minimize errors with this smooth and streamlined automation.
- When this happens...New Contact
Triggers when new contact is created.
- automatically do this!Create Customer
Creates a new customer.
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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.
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About Zoho Desk
Zoho Desk is web-based customer service software designed to help you focus more on creating customer happiness every day.