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IRIS KashFlow + Zoho CRM

Create/update IRIS KashFlow customers for new Zoho CRM contacts

Simplify new customer creation by integrating with Zoho CRM. Once integrated, every time you add a new contact or amend an existing contact in Zoho CRM, a customer will be created or amended in IRIS KashFlow.

Simplify new customer creation by integrating with Zoho CRM. Once integrated, every time you add a new contact or amend an existing contact in Zoho CRM, a customer will be created or amended in IRIS KashFlow.

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    When this happens...
    Zoho CRMZoho CRM
    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.

    TriggerScheduled
  2. automatically do this!
    IRIS KashFlowIRIS KashFlow
    Create/Update Customer

    Create/Update Customer for Kashflow

    ActionWrite

Supported triggers and actions

What does this mean?
iris-kashflow logo
iris-kashflow logo
iris-kashflow logo

About IRIS KashFlow

IRIS KashFlow is an easy-to-use accounting and bookkeeping software allowing you to run your business from anywhere at any time whilst staying compliant.
Learn More

Related categories

  • Accounting
zoho-crm logo
zoho-crm logo
zoho-crm logo

About Zoho CRM

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

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