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Billage + Zoho CRM

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.

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.

  1. When this happens...
    Zoho CRMZoho CRM
    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.

    TriggerScheduled
  2. automatically do this!
    BillageBillage
    Create Account

    Creates a new account.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and search

    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
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    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
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    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
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    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
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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About Billage

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

Related categories

  • Sales & CRM
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zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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