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Upgrade.chat logo
Zoho Books logo

Connect Upgrade.chat to Zoho Books

Automate workflows and sync data between Upgrade.chat and Zoho Books with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Upgrade.chat & Zoho Books?

Automated Invoice Generation

Create invoices in Zoho Books automatically when deals close in Upgrade.chat or orders are placed.

Financial Data Synchronization

Keep customer payment history and financial records synchronized between Upgrade.chat and Zoho Books for accurate reporting.

Revenue Recognition Automation

Automatically record revenue and update financial records in Zoho Books based on sales activities in Upgrade.chat.

Available Triggers & Actions

Upgrade.chat logo

Upgrade.chat

Triggers (3)

New Lead

Triggers when a new lead is created

webhook
New Payment

Triggers when a new payment is created

webhook
New Subscription

triggers when a new subscription is created

webhook

Actions (6)

Add or Update Contact

Creates a new contact.

Auth Required
Add or Update Contact (Extended)

Adds or updates a contact (extended version)

Auth Required
Add or Update Subscription

Creates a new subscription.

Auth Required
Create Invoice

Creates a new invoice in the CRM.

Auth Required
Create Product

Creates a new product in the CRM

Auth Required
Get Contact Details

Get Contact Details

Auth Required
Zoho Books logo

Zoho Books

Actions (1)

Custom API Call

Send a custom API call to a specific endpoint

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Upgrade.chat trigger → Create/Update in Zoho Books

Most Popular
Upgrade.chatUpgrade.chat

New Lead

Zoho BooksZoho Books

Custom API Call

How It Works

1

Connect Apps

Authenticate your Upgrade.chat and Zoho Books accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Upgrade.chat and Zoho Books with 3 available triggers for instant updates.

Automated Actions

Execute 7 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Upgrade.chat and Zoho Books in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Upgrade.chat and Zoho Books with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Zoho Books logoUpgrade.chat logo

Reverse Integration Available

Also connect Zoho Books to Upgrade.chat for bidirectional automation

View Integration
Upgrade.chat logo

All Upgrade.chat Integrations

Explore all available Upgrade.chat connections

View All Integrations
Zoho Books logo

All Zoho Books Integrations

Explore all available Zoho Books connections

View All Integrations

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