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Microsoft Dynamics 365 CRM + Zoho Books

Microsoft Dynamics 365 CRM + Zoho Books

Microsoft Dynamics 365 CRM + Zoho Books integrations

Create Zoho Books customers from new Microsoft Dynamics 365 CRM contacts

Effortlessly manage your customer base by connecting Microsoft Dynamics 365 CRM and Zoho Books with this powerful automation. When you add new contacts in Microsoft Dynamics 365 CRM, your Zoho Books customer list will be automatically updated, ensuring seamless data management between the two platforms. Keep your accounting and sales process streamlined, and save time with this easy-to-implement workflow.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
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More things you can do with Microsoft Dynamics 365 CRM and Zoho Books

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Zoho Books

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
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    • Custom Entity
      Required
    Trigger
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    • Info
    Trigger
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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About Zoho Books
Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.
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