Create integrations between Zoho Books and Sangam CRM
Create Invoice in Zoho-books when New Lead in Sangam-crm
Create Customer in Zoho-books when New Lead in Sangam-crm
Find Invoice in Zoho Books when New Lead in Sangam-crm
Create Item in Zoho-books when New Lead in Sangam-crm
Create Estimate in Zoho Books when New Lead in Sangam-crm
Create Invoice in Zoho-books when New Contact in Sangam-crm
Create Customer in Zoho-books when New Contact in Sangam-crm
Find Invoice in Zoho Books when New Contact in Sangam-crm
Create Item in Zoho-books when New Contact in Sangam-crm
Create Estimate in Zoho Books when New Contact in Sangam-crm
Actions and Triggers
When this happensTriggers
New Lead
Trigger when new lead is created
New Contact
Trigger when new contact is created
New Opportunity
Triggerv when new opportunity is created
New Ticket
Trigger when new tickey=t is created
New Account
Trigger when new account is created
New Task
Trigger when new task is created
Do thisActions
Create Invoice
Creates a new invoice for a selected customer.
Create Customer
Creates a new customer.
Find Invoice
Finds an existing Invoice.
Create Item
Creates a new item.
Create Estimate
Generates a new estimate for a customer or lead.
Create a lead
Creates a new lead in Sangam CRM.
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Frequently Asked Questions
About Zoho Books
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
Learn MoreAbout Sangam CRM
Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.
Learn More
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