Integrating Birdeye with Zoho Books
Zoho Books is a comprehensive platform that consolidates your accounting tasks and transaction management in one secure location. It allows businesses to efficiently handle bills and invoices, reconcile bank statements, monitor spending, and oversee projects, all while ensuring compliance with GST regulations. This all-in-one solution simplifies financial management, providing users with the tools they need to maintain organized records and streamline their accounting processes effectively. Integrating Zoho Books with Birdeye will automate the process of sending out review requests to clients on a daily basis.
Once Zoho CRM is integrated with Birdeye, Birdeye will pull client information from Zoho CRM once daily. Birdeye collects the first name, last name, email address and phone number of your clients and automatically sends them review requests based on the preferences set within the Birdeye dashboard.
Birdeye allows you to fetch data from your CRM using some predefined triggers. You can choose any combination from the list of available triggers and inform the support team about your selection. Here are the supported triggers for Zoho Books:
TriggerDisplay Name |
Trigger Description |
Zoho Paid Invoices Trigger |
This trigger is used to fetch customer data based on the fully paid invoices. |
Zoho Created Invoices Trigger |
This trigger is used to fetch customer data based on the created invoices. |
To set up the initial part of the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. After the initial integration is set up by the Birdeye technical support team, you can log in to your Birdeye account to complete the integration process.
To complete the integration, click on the 'Settings' tab located on the left navigation rail of your Birdeye dashboard. On the bottom of the 'Settings' page, click on the 'Authorize Zoho CRM' button under the CRM integrations header.
After you click on the authorization button, you will be redirected to the Zoho Books website. Enter the email address and password associated with your Zoho Books account and click on the 'Sign In' button.
Once you have signed in to your Zoho Books account, Birdeye will ask for certain permissions to obtain data from it. Click on the 'Accept' button at the bottom to complete the integration process.
After the access has been granted, you will be redirected to the Birdeye dashboard, and integration will get 'Authorized'. Once you are successfully authorized with Zoho Books, you can disconnect by clicking on the 'Disconnect Zoho Books' button beside 'Authorized.’ Once you are disconnected, you will no longer be able to fetch customer information from Zoho Books. You can reauthorize Zoho Books by clicking 'Authorize Zoho Books.'
