Zoho Books
Microsoft Excel

Zoho Books and Microsoft Excel Integration

No-code Integration
No-code
Supported Automation Platforms
5automatiomation platforms supported
Zoho Books Actions
51Zoho Books Triggers & Actions
Microsoft Excel Actions
54Microsoft Excel Triggers & Actions

How to connect Zoho Books and Microsoft Excel

Zoho Books and Microsoft Excel integration is available through workflow automation tools – Make.com, Zapier, Pabbly Connect or 2 more. With the combination of 54 Zoho Books triggers and 54 Microsoft Excel actions, you can create thousands of integration workflows to automate your work.

Popular Workflows for Zoho Books and Microsoft Excel Integration

The integration of Zoho Books and Microsoft Excel can unlock a host of benefits for businesses, including the ability to streamline workflows and automate repetitive tasks. Discover some popular workflows that are made possible through their integration.

  • Add new leads to CRM or Customer support platform

Workflow Automation Platforms supported by Zoho Books and Microsoft Excel

Want to automate the exchange of data between Zoho Books and Microsoft Excel without the hassle of coding? These workflow automation platforms make it possible. Explore this list to find the best fit for your business.

  • Make.com. Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
  • Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
  • Pabbly Connect. Pabbly Connect simplifies automation for everyone, connecting multiple apps and streamlining tasks with ease. Trust in our technical expertise and focus on making an impact in your field.
  • Integrately. Integrately helps to integrate your apps in 1 click using easy to set up automation templates. Live chat support and an impressive 10k+ customer base set it apart.
  • Pipedream. Pipedream is a low code integration platform for developers, which helps to connect APIs fast.

Zoho Books and Microsoft Excel Integration Price

No-code or low-code automation tools offer an excellent solution for optimizing your workflow and streamlining tasks by integrating Zoho Books and Microsoft Excel. Nevertheless, understanding the pricing aspects is crucial.

If you're looking to integrate Zoho Books and Microsoft Excel with the help of automation services, we've got you covered. We've gathered and organized pricing information and created a table below showing details for 100, 1K, 10K and 100K basic automations per month.

Basic automations encompass only one trigger and one action. Creating a task after someone fills out a form is a classic example of this.

Price for 100, 1K, 10K and 100K basic automations per month
Automation Platform
Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Core

$10.59

Volume: 10K
Plan: Core

$18.82

Volume: 100K
Plan: Core

$214.31

Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Starter

$58.5

Volume: 10K
Plan: Professional

$193.5

Volume: 100K
Plan: Professional

$733.5

Volume: 100
Plan: Starter

$29.99

Volume: 1K
Plan: Starter

$29.99

Volume: 10K
Plan: Professional

$49

Volume: 100K
Plan: Business

$299

Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Free

$0

Volume: 10K
Plan: Basic

$29

Volume: 100K
Plan: Business

$499

Triggers and Actions supported by Zoho Books and Microsoft Excel

When integrating Zoho Books and Microsoft Excel, you are usually looking for automation suitable for your business request.

Automations are workflows that link your applications to fully automate repetitive tasks. A Trigger serves as the initiating event of an Automation, while an Action denotes the event executed by the Automation.

We've taken great care in collecting every available Trigger and Action from multiple Workflow Automation Platforms, enabling you to evaluate integration possibilities and make an informed decision on connecting Zoho Books and Microsoft Excel.

Zoho Books

When this happens

Select a Trigger

Microsoft Excel

Do this

Select an Action

How to setup Zoho Books and Microsoft Excel integration

  • Step 1: Use a Workflow Automation Service that is compatible with both Zoho Books and Microsoft Excel. Choose automation platform

    60 seconds

  • Step 2: Securely authenticate Zoho Books and Microsoft Excel on the chosen automation service before proceeding.

    60 seconds

  • Step 3: Select a Trigger for Zoho Books that will initiate your automation flow. Explore Triggers

    15 seconds

  • Step 4: Choose a resulting Action for Microsoft Excel. Explore Actions

    15 seconds

  • Step 5: Set up the data exchange between Zoho Books and Microsoft Excel and configure the parameters to meet your requirements.

    120 seconds

  • Step 6: Complete your integration by testing and publishing it. You're all set!

Frequently Asked Questions

Does Zoho Books integrate with Microsoft Excel?

You can connect Zoho Books and Microsoft Excel automatically using no-code Workflow Automation Tool. Use Make.com, Zapier, Pabbly Connect, Integrately or Pipedream to link Zoho Books and Microsoft Excel.

Can you Integrate Zoho Books and Microsoft Excel for free?

Yes, you can use the free plan of Make.com, Zapier, Pabbly Connect, Integrately or Pipedream to connect Zoho Books to Microsoft Excel for free, albeit with some limitations.

This page was last updated on