Microsoft Dynamics 365 CRM + Zoho Billing

Create new Zoho Billing customers from Microsoft Dynamics 365 CRM leads

Effortlessly manage your new leads in Microsoft Dynamics 365 CRM and keep your customer records updated in Zoho Billing with this seamless workflow. Once activated, each new lead in Microsoft Dynamics 365 CRM will trigger an update for the corresponding customer in Zoho Billing, ensuring that your customer records remain accurate and up-to-date. Save time by automating this manual task and keep focusing on growing your business.

Effortlessly manage your new leads in Microsoft Dynamics 365 CRM and keep your customer records updated in Zoho Billing with this seamless workflow. Once activated, each new lead in Microsoft Dynamics 365 CRM will trigger an update for the corresponding customer in Zoho Billing, ensuring that your customer records remain accurate and up-to-date. Save time by automating this manual task and keep focusing on growing your business.

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

    Triggers when a new lead 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

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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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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