Introducing a Powerful 2-way Contact Sync with Zoho Books

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March 15, 2018

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About Zoho Books

Zoho Books is an easy-to-use, online accounting software designed for small businesses to manage their finances and stay on top of their cash flow.

Now you can sync Zoho Books with these apps:

About PieSync

If your company is managing your cash flow with Zoho Books and they also use a cloud-based CRM, an Email Marketing tool, a Customer Service platform, and 5 other tools, then you probably have customer contacts spread everywhere!

Isolated islands of data translate into bad data, poor customer service and hours spent on the manual management of contacts (the old import/export process).

PieSync has a great solution for you: a Contact Sync service that works bidirectionally and in real time integrating more than 90 cloud apps.

This means that if you update your contact data in one app, you will have it updated automatically in the other one in real time.

With PieSync, you can have your clients from Zoho Books, Google Contacts, Zendesk, ActiveCampaign and many other cloud apps in perfect sync.

You can also pick how you want to sync by deciding which fields to merge, which categories in each app should be in sync and much more.


Benefits of using PieSync

No more import/export of your contacts

Most cloud apps work with import/export functions, which means you have to periodically remember to update your cloud apps with new data. You just have to setup your connection with PieSync once and forget about manual labor, PieSync will take care of that for you.

Save Time

With PieSync, you no longer have to spend hours eliminating duplicate contacts, making sure everything is updated, etc. PieSync automatically transfers your data, and any updates you make, in real-time, across all your connected cloud apps.

5-minute setup

You don’t have to waste hours of your time setting up and configuring your sync. It’s fast and easy, with one step authorizations.  It does not require any installation or download. The entire syncing solution exists in the cloud.

How is PieSync different than Zapier?

Zapier is great for one-way data pushes.  If you’re using web forms on your website and you want to push that data to your CRM, Zapier is what you need.

It is a trigger based app and will only operate when a trigger is pulled, pushing all the data to another database. But in this process, Zapier won’t check if an update is necessary and it won’t sync data.

If you try to set up a “sync” with Zapier, you’re taking a very high risk of your data being over-written. Their app isn’t built for syncing data, it’s built for, well, zapping data. So it is good for one-time data pushes.

PieSync checks to see if an update is needed and then it syncs the new data. You can also choose which app is your “source of truth” so you won’t accidentally sync the incorrect information. PieSync is great for when you want to continuously sync correct, up to date, error-free information across your cloud apps.

Related Article: Text Message for Lead Generation? Yes, You Can!

Learn how to sync your Zoho Books clients with PieSync:

Need help to configure your connection? You can always visit our Support Center to get extra information about this connection.

So what are you waiting for?

Start your free trial now

About Oliur Tarek

All the way from Bangladesh, Oliur brings Advertising and Brand Communications skills on the table. He is supporting the Digital Communications and SEO activities here at PieSync. From Space to Psychology, Oliur finds interest in everything.