How to connect WHMCS + Zoho CRM + FreshBooks
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Do even more with WHMCS + Zoho CRM + FreshBooks
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with WHMCS, Zoho CRM, and FreshBooks. And don’t forget that you can add more apps and actions to create complex workflows.
Status
Try ItClientRequired
Create Date
Due Date
Item 1 Description
Item 1 Amount
Item 1 Taxed
Tax Rate
Second Tax Rate
Payment Method
Auto Apply Credit
Notes
Send Invoice
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.
Try ItModuleRequired
Try It
First Name
Last Name
Company Name
Email
Address
City
State
Postcode
Country
Phone Number
Password
ClientRequired
Name
Email
DepartmentRequired
SubjectRequired
MessageRequired
Priority
Don't Send Email
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.
Try ItNew 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.
Try It
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How WHMCS + Zoho CRM + FreshBooks Integrations Work
- Step 1: Authenticate WHMCS, Zoho CRM, and FreshBooks.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.