Microsoft Dynamics 365 CRM + Zoho Billing

Update Zoho Billing customers when new Microsoft Dynamics 365 CRM contacts are created

Keep your contact information up-to-date and streamline billing processes with this automation. When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will instantly update the customer information in Zoho Billing. Maintain consistent data across both platforms and save time spent on manual updates by using this efficient solution.

Keep your contact information up-to-date and streamline billing processes with this automation. When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will instantly update the customer information in Zoho Billing. Maintain consistent data across both platforms and save time spent on manual updates by using this efficient solution.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

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

    Update an existing customer.

    ActionWrite
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Supported triggers and actions

microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn more

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  • CRM (Customer Relationship Management)
  • Microsoft

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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.
Learn more

Related categories

  • Payment Processing
  • Zoho

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