Skip to content
Pipedrive logoPipedrive logo
Zoho Books logoZoho Books logo
Pipedrive logoPipedrive logo
Zoho Books logoZoho Books logo

Pipedrive + Zoho Books

Pipedrive + Zoho Books

Pipedrive + Zoho Books integrations

Create Zoho Books customers from new Pipedrive leads

Effortlessly maintain your customer database by connecting Pipedrive and Zoho Books. With this workflow, every time a new lead emerges on Pipedrive, a customer will be created in Zoho Books, ensuring accurate records and saving you time. Streamline your sales and invoicing processes by automating the transfer of important lead information between your two favorite apps.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a lead is created.
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerCreates a new customer.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with Pipedrive and Zoho Books

Discover other triggers and actions you can use with Pipedrive and Zoho Books

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Related categories
Similar apps
Zoho CRM integrationsZoho CRM integrations
Zoho CRM
CRM (Customer Relationship Management), Zoho
Zendesk Sell integrationsZendesk Sell integrations
Zendesk Sell
CRM (Customer Relationship Management)
Agile CRM integrationsAgile CRM integrations
Agile CRM
CRM (Customer Relationship Management)
zoho-books logo
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.
Related categories

Related Zap Templates