QuickBooks Online + Zoho CRM

Convert new QuickBooks Online customers into leads in Zoho CRM

Boost your sales and marketing efficiency with this streamlined workflow. When a new customer joins via QuickBooks Online, their information will be instantly transferred to Zoho CRM as a converted lead. Not only will this save time on data entry, but it also ensures you never miss an opportunity to engage with your new clients rapidly and effectively. Simplify your lead management process with this hands-off automation.

Boost your sales and marketing efficiency with this streamlined workflow. When a new customer joins via QuickBooks Online, their information will be instantly transferred to Zoho CRM as a converted lead. Not only will this save time on data entry, but it also ensures you never miss an opportunity to engage with your new clients rapidly and effectively. Simplify your lead management process with this hands-off automation.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    Updated Customer

    Triggers when an existing customer is updated.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Convert Lead

    Convert an existing lead to contact and account

    ActionWrite
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Supported triggers and actions

What does this mean?
  • QuickBooks Online triggers, actions, and search

    New Account

    Triggers when you add a new account.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search

    New Customer

    Triggers when you add a new customer.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search

    New Expense

    Triggers when a new expense is added.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search

    New Invoice

    Triggers when you add a new invoice.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search

    New Bill

    Triggers when a new bill is added.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search

    New Estimate

    Triggers when you add a new estimate.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search

    New Bill Payment

    Triggers when a new bill paid.

    Trigger
    Instant
    Try It
quickbooks logo
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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