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How to connect Lemlist and Zoho Books
Create a New Scenario to Connect Lemlist and Zoho Books
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Lemlist, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lemlist or Zoho Books will be your first step. To do this, click "Choose an app," find Lemlist or Zoho Books, and select the appropriate trigger to start the scenario.
Add the Lemlist Node
Select the Lemlist node from the app selection panel on the right.
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Add the Zoho Books Node
Next, click the plus (+) icon on the Lemlist node, select Zoho Books from the list of available apps, and choose the action you need from the list of nodes within Zoho Books.
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Authenticate Zoho Books
Now, click the Zoho Books node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Books settings. Authentication allows you to use Zoho Books through Latenode.
Configure the Lemlist and Zoho Books Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Lemlist and Zoho Books Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Lemlist, Zoho Books, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Lemlist and Zoho Books integration works as expected. Depending on your setup, data should flow between Lemlist and Zoho Books (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Lemlist and Zoho Books
Lemlist + Zoho Books + Slack: When a Lemlist campaign generates a new activity, find or create a customer in Zoho Books. Then create a sales order in Zoho Books and notify the sales team in Slack about the new sale.
Zoho Books + Lemlist + Pipedrive: When a new sales invoice is created in Zoho Books, add the customer to a Lemlist campaign and update the corresponding deal stage in Pipedrive.
Lemlist and Zoho Books integration alternatives
About Lemlist
Automate personalized outreach with Lemlist inside Latenode. Build flows to trigger email campaigns based on CRM updates or data enrichment. Add conditional logic, use AI to personalize messages, and track results—all visually. Scale outreach without complex code or per-step fees. Use JavaScript for advanced customization.
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About Zoho Books
Automate Zoho Books tasks inside Latenode. Create invoices, track payments, and manage contacts in response to triggers from other apps. Connect accounting data to your CRM, e-commerce, or marketing platforms with no-code ease. Customize workflows with JavaScript for complex calculations and conditional logic. Pay only for execution time.
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See how Latenode works
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FAQ Lemlist and Zoho Books
How can I connect my Lemlist account to Zoho Books using Latenode?
To connect your Lemlist account to Zoho Books on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Lemlist and click on "Connect".
- Authenticate your Lemlist and Zoho Books accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create invoices for new leads?
Yes, you can! Latenode lets you automatically create invoices in Zoho Books for new Lemlist leads, streamlining your sales process and saving valuable time. Use our no-code blocks and JavaScript for deeper customization.
What types of tasks can I perform by integrating Lemlist with Zoho Books?
Integrating Lemlist with Zoho Books allows you to perform various tasks, including:
- Automatically creating new Zoho Books contacts from Lemlist leads.
- Updating contact information in Zoho Books based on Lemlist activity.
- Generating invoices in Zoho Books when a deal closes in Lemlist.
- Tracking campaign performance and ROI by connecting lead data.
- Sending personalized thank-you notes via Lemlist after invoice payment.
How can I trigger Lemlist campaigns based on Zoho Books data?
Use Latenode to trigger personalized Lemlist campaigns based on specific Zoho Books data points, like invoice status or purchase history, to improve engagement.
Are there any limitations to the Lemlist and Zoho Books integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the APIs of both apps.
- Complex data transformations might require JavaScript knowledge.
- The number of operations depends on your Latenode subscription plan.
