Best integrations for Zoho Books 2025
Want to extend Zoho Books? These integrations add automation, insights, and custom workflows.
Google Sheets
Connect Zoho Books to Google Sheets for custom reports. Combine accounting data with marketing or sales metrics. Update spreadsheets in real time based on payments or invoices. Automate data backups or audits for compliance needs. Generate custom financial dashboards from accounting records.
Slack
Get instant Slack alerts for new invoices in Zoho Books. Notify sales teams about paid invoices. Send payment reminders directly through Slack channels. Automatically post transaction summaries for transparency. Keep all teams informed about your cash flow without manual reports.
Stripe
Automate payment reconciliation between Stripe and Zoho Books. Automatically match payments to invoices. Reduce manual data entry and improve accuracy. Track transaction fees and sales taxes. Create workflows that trigger based on successful payments. Get a real-time view of your revenue streams.
HubSpot
Sync customer data between HubSpot and Zoho Books. Automatically create invoices for new deals. Track customer lifetime value using sales and accounting data. Improve sales forecasting with accurate financial data. Keep customer records consistent across sales and finance. Send invoices automatically from deal stages.
Mailchimp
Segment Mailchimp lists based on purchase history from Zoho Books. Target customers with tailored offers. Track the ROI of email campaigns using sales data. Automate follow-up emails based on payment status. Nurture leads with targeted accounting info. Send customer statements by email.
Salesforce
Unify sales and finance data by connecting Zoho Books to Salesforce. Trigger invoice creation when deals close. Track deal profitability with real-time cost data. Improve sales forecasting with accurate revenue projections. Keep customer data synchronized between platforms. Manage quotes and orders more effectively.
Airtable
Use Airtable to manage custom data related to Zoho Books. Build custom dashboards and visualizations. Track project budgets against actual costs. Automate data entry using web forms. Manage inventory and track expenses. Create custom reports to share with stakeholders.
Twilio
Send SMS payment reminders via Twilio using Zoho Books data. Automate invoice notifications by text message. Confirm payments and order status via SMS. Improve customer service by providing real-time updates. Get instant alerts about overdue invoices. Send promotional offers to customers by text.
Google Calendar
Automatically create calendar events for payment deadlines. Schedule reminders for invoice due dates. Share calendar events with clients for payment visibility. Keep track of important financial deadlines. Manage cash flow and prevent late payments. Plan budgets with visible reminders.
Zoho CRM
Connect Zoho Books to Zoho CRM for total visibility. Track sales performance from lead to revenue. Generate invoices automatically from CRM deals. Keep customer data consistent across sales and accounting. Get a 360-degree view of customer interactions. Improve collaboration between sales and finance teams.