Billage + Zoho CRM

Billage + Zoho CRM integrations

Create new Billage accounts from Zoho CRM contacts

Effortlessly manage your contacts and accounts with this streamlined automation between Zoho CRM and Billage. When a new contact is added to Zoho CRM, this workflow will instantly create an account for them in Billage, ensuring your client information is consistently updated in both systems. Spend less time on manual data entry and focus on building stronger connections with your clients.

When this happens...
New ContactTriggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
TriggerPolling
automatically do this!
Create AccountCreates a new account.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Zoho CRM and Billage

Discover other triggers and actions you can use with Zoho CRM and Billage

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
- Reason
  Required
- Description
- Date
- Activity Type
  Required
- Account
  Required
- Lead
- Assigned user
- Completed
Action
Write
- Name
  Required
- Description
- Assigned user
- Funnel
  Required
- Phase
  Required
- Account
  Required
Action
Write

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Alias
  Required
- Business Name
  Required
- Email
- Vat
- Phone
- Address
- City
- Zip_code
- Province
- Country
- Notes
- Account Type
  Required
Action
Write
- Name
  Required
- Surname
  Required
- Role in the enterprise
- Email
- Phone
- Account
  Required
Action
Write

About Billage

Billage is the management software for SMEs and freelancers that unifies billing, CRM and task and project management.

HelpHelp

Related categories

Sales & CRM

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Zoho

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier