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Capsule CRM + Zoho Billing

Update Zoho Billing customers with new or updated Capsule CRM contacts

Keep your customer information up-to-date across your CRM and subscription management tools with this handy automation. Whenever there's a new or updated contact in Capsule CRM, this workflow will update the corresponding customer details in Zoho Billing, ensuring your customer records stay consistent and accurate. Save time and reduce manual work, so you can focus on delivering quality service to your clients.

Keep your customer information up-to-date across your CRM and subscription management tools with this handy automation. Whenever there's a new or updated contact in Capsule CRM, this workflow will update the corresponding customer details in Zoho Billing, ensuring your customer records stay consistent and accurate. Save time and reduce manual work, so you can focus on delivering quality service to your clients.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    Zoho BillingZoho Billing
    Update Customer

    Update an existing customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

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  • CRM (Customer Relationship Management)

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zoho-billing logo
zoho-billing logo

About Zoho Billing

Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.

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