Discover a seamless way to manage your sales and finances with the Zoho Books and Pipedrive.com integration powered by Make.

By combining the advanced financial capabilities of Zoho Books with the robust CRM features of Pipedrive.com, we bring you a comprehensive solution that boosts productivity, streamlines operations and enhances communication.

Key features:

• Consolidate sales and finances – Manage your sales pipeline and finances in one place by integrating Zoho Books’ comprehensive suite of finance tools with Pipedrive’s CRM capabilities.
• Automate workflows – Automate your workflow by syncing contact details, invoices and sales orders between Zoho Books and Pipedrive, saving you precious time and reducing the risk of errors.
• Real-time updates – Any updates or changes you make in Pipedrive are instantly reflected in Zoho Books, keeping all departments on the same page.
• Effective decision making – By combining sales and financial data, you can make better, more informed business decisions.

Getting started with the Pipedrive and Zoho Books integration via Make is straightforward:

1. Sign Up: Register for an account on Make if you haven't done so already.
2. Connect Your Accounts: Head over to the integrations page, select Pipedrive and Zoho Books, and follow the instructions to link your accounts. For this step you can use the following video
3. Customize Your Settings: Decide what data you wish to synchronize between Pipedrive and Zoho Books. You have the option to sync contacts, deals, and much more.
4. Activate the Integration: Once you're satisfied with your settings, activate the integration.
5. If you have any questions visit Make Academy to learn more.

Visit Pipedrive and Zoho Books documentation pages to gain the value from this integration

Your Pipedrive and Zoho Books data will now automatically synchronize based on your chosen preferences.