Sprout Studio + Zoho Books
Create Zoho Books customers from new Sprout Studio leads
Effortlessly streamline your client management process with this seamless workflow. When a new lead is added in Sprout Studio, it instantly creates a customer profile in Zoho Books. This efficient system saves time, reduces manual entry errors and allows easy tracking of potential clients for your business. Maintain accurate, up-to-date customer records to facilitate smoother business operations.
Effortlessly streamline your client management process with this seamless workflow. When a new lead is added in Sprout Studio, it instantly creates a customer profile in Zoho Books. This efficient system saves time, reduces manual entry errors and allows easy tracking of potential clients for your business. Maintain accurate, up-to-date customer records to facilitate smoother business operations.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Customer
Creates a new customer.
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- 14 day trial for premium features & apps
New Booking
Triggers when a lead is booked into a shoot.
Try ItNew Lead
Triggers when a new lead is created.
Try ItNew Payment
Triggers when a payment is made.
Try ItFirst NameRequired
Last NameRequired
Company Name
EmailRequired
Phone Number
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Shoot Type
Shoot Start Date and Time
Shoot End Date and Time
Brand
Lead Source
Additional Notes
Status
Try ItNew Shoot
Triggers when a new shoot is created.
Try ItStatus
Try ItFirst NameRequired
Last NameRequired
Company Name
EmailRequired
Phone Number
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Shoot Type
Inquiry Date
Booking Date
Shoot Start Date and Time
Shoot End Date and Time
Brand
Lead Source
Additional Notes
Price List
Order Name
Internal Notes
Tax
Currency
Payment Schedule
Name
Qty
Taxable
Description
Price
Order Payment Date
Order Payment Amount
Order Payment Type