QuickBooks Online + Zoho CRM

Create new QuickBooks Online customers from new Zoho CRM users

Streamline your operations with this seamless integration that links Zoho CRM and QuickBooks Online. Each time a new user is added in your Zoho CRM, an automatic action creates a corresponding customer in QuickBooks Online. This efficient process eliminates time-consuming manual data entry, reduces the chances of errors, and ensures data consistency across your systems. Enjoy consistent and updated records, boosting your business performance.

Streamline your operations with this seamless integration that links Zoho CRM and QuickBooks Online. Each time a new user is added in your Zoho CRM, an automatic action creates a corresponding customer in QuickBooks Online. This efficient process eliminates time-consuming manual data entry, reduces the chances of errors, and ensures data consistency across your systems. Enjoy consistent and updated records, boosting your business performance.

  1. When this happens...
    Zoho CRMZoho CRM
    New User

    Triggers when a new active user is added to your Zoho CRM account.

    TriggerScheduled
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Customer

    Triggers when you add a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Lead

    Triggers when a new lead 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.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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quickbooks logo

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
Learn moreHelp

Related categories

  • Accounting

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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.
Help

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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