Zoho Billing + Zoho CRM

Zoho Billing + Zoho CRM integrations

Create new customers in Zoho Billing from new contacts in Zoho CRM

Effortlessly manage your contacts across your Zoho accounts with this automation. Whenever you add a new contact in your Zoho CRM, this workflow automatically enters that information as a new customer in Zoho Billing. This helps streamline your customer management process, ensuring every contact in your CRM is promptly recognized as a customer in your billing system.

When this happens...
New ContactTriggers 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.
TriggerPolling
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Zoho CRM and Zoho Billing

Discover other triggers and actions you can use with Zoho CRM and Zoho Billing

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
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
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
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
Try It
- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
Try It
- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Subscription ID
  Required
- Charge Amount
  Required
- Description
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Customer ID
  Required
- Invoice ID
  Required
- Amount
- Payment Mode
  Required
- Description
- Reference Number
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- VAT Treatment
- Display Name
  Required
- First Name
- Last Name
- Email
  Required
- Company Name
- Website
- Payment Terms
- Mobile
- Work Phone
- Currency Code
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address Country
- Billing Address ZIP
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address ZIP
- Shipping Address Fax
- Notes
- Custom Fields
- Enable Portal
- Bank Account Payment
Action
Write
- Organization
  Required
- Customer ID
- Customer Name
- Customer Email
- Invoice Number
- Invoice Date
- Due Date
- Order Number
- Payment Terms
- Line Item Name
  Required
- Line Item Rate
  Required
- Line Item Quantity
  Required
- Line Item Description
- Line Item Discount
- Tax Rate
- Is Taxable
- Tax ID
- Tax Exemption
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Place Of Supply
- Paypal Payment Method
- Payment Gateways
- Associate Primary Contact Persons to Invoice
- Mark Invoice as Sent
Action
Write
- Organization
  Required
- Customer
  Required
- Plan Code
  Required
- Plan Quantity
- Plan Price
- Setup Fee
- Addons
- Coupon Code
- Starts At
- Email
- Display Name
- First Name
- Last Name
- Company Name
- Website
- Mobile
- Work Phone
- Currency Code
- Customer Payment Terms
- Enable Portal
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address ZIP
- Shipping Address Country
- Shipping Address Fax
- Place Of Supply
- Contact Persons
- Customer Custom Fields
- Is Taxable
- Tax ID
- Tax Exemption
- Exchange Rate
- Customer Notes
- Reference
- Sales Person Name
- Billing Cycles
- Trial Days
- Subscription Custom Fields
Action
Write
- Organization
  Required
- Subscription ID
  Required
- Billing Cycle
  Required
- Reason
Action
Write
- Organization
- Retainer Invoice Number
- Customer Name
  Required
- Retainer Invoice Date
- Description
  Required
- Rate
  Required
- Notes
- Terms
Action
Write
- Organization
  Required
- Customer ID
  Required
- Status
  Required
Action
Write
- Organization
  Required
- Subscription ID
  Required
- Subscription Number
- Plan Code
  Required
- Plan Quantity
- Plan Price
- Addons
- Coupon Code
- Place Of Supply
- Customer Notes
- Reference
- Sales Person Name
- Customer Payment Terms
- Is Taxable
- Tax ID
- Tax Exemption
- Update at End of term
- Trial Days
Action
Write
- Organization
  Required
- Display Name
- Email
Action
Search
- Organization
  Required
- Subscription Number
- Reference Number
Action
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
Polling
Try It
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
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Organizations
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
Try It
- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Webhook Name
  Required
Trigger
Instant
Try It
- Organization
  Required
- Subscription ID
  Required
- Coupon Code
  Required
Action
Write
- Organization
  Required
- Subscription ID
  Required
- Cancel at End of Current term
Action
Write
- Organization
- Credit Note Number
- Customer Name
  Required
- Reason
- Credit Note Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Notes
- Credit Note Terms
- Shipping Charge
Action
Write
- Organization
  Required
- Customer ID
  Required
Action
Write
- Organization
  Required
- Subscription ID
  Required
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Quote Number
- Customer Name
  Required
- Quote Date
- Expiry Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Quote Notes
- Quote Terms
- Shipping Charge
- Send Quote Only to Primary Contact
- test
Action
Write
- Organization
- Item Name
  Required
- Rate
  Required
- Item Description
- SKU
- Unit
- Is Taxable
Action
Write
- Organization
  Required
- Subscription ID
  Required
- Renewal At
  Required
Action
Write
- Organization
  Required
- Subscription ID
  Required
Action
Write
- Organization
  Required
- Customer ID
  Required
- Display Name
- First Name
- Last Name
- Email
- Company Name
- Website
- Payment Terms
- Mobile
- Work Phone
- Currency Code
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address Country
- Billing Address Zip
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Zip
- Shipping Address Fax
- Notes
- Custom Fields
Action
Write
- Organization
  Required
- Invoice ID
  Required
- Invoice Number
- Invoice Date
- Due Date
- Order Number
- Line Item Name
- Line Item Rate
- Line Item Quantity
- Line Item Description
- Is Taxable
- Tax ID
- Tax Exemption
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Place Of Supply
- Paypal Payment Method
- Payment Gateways
- Associate Primary Contact Persons to Invoice
- Update Reason
  Required
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Invoice#
Action
Search

About Zoho Billing

Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.

Learn moreLearn moreHelpHelp

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

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Related Zap Templates

Update Zoho CRM module entries when new Zoho Billing are created

Related Zap Templates

Update Zoho CRM module entries when new Zoho Billing are created