New integration: Zoho Books + Zoho Forms

Hello Zoho Forms community!

We are thrilled to announce the addition of another integration that brings speed and efficiency to your financial workflows. Zoho Forms can now be integrated with Zoho Books!

Here’s a quick rundown on Zoho Books!  

For anyone who hasn’t explored Zoho Books yet, it's Zoho’s all-in-one platform for managing your business finances. It covers everything from invoicing and expense tracking to inventory control and financial reporting, all from a single, streamlined interface.

And now, with the Zoho Forms integration, getting your customer and vendor data into Zoho Books is faster and more accurate than ever. 

What this integration means for you

With just a form submission, you can now instantly create customers, vendors, or entries in your custom modules inside Zoho Books, no manual data entry required.

Whether you are collecting customer details through an onboarding form or vendor data via a registration form, Zoho Forms will automatically push that data to Zoho Books to speed up your financial processes, eliminate repetitive tasks, and ensure data accuracy across systems.

 

You can automate adding data into:

• Customers under the Sales section
  
• Vendors under the Purchase section
  
• Custom modules that you have created in Zoho Books
  

Explore configuring this integration

We believe this integration will simplify how you manage your customers, vendors, and financial records. If you have any questions, feel free to reply!

Happy automating!
Samhita

• Topic Participants

• Samhita Munukutla

  

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