Zoho Billing + Zoho CRM
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.
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 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.
- automatically do this!Create Customer
Creates a new customer.
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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 ItNew 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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 ItModuleRequired
Try ItModuleRequired
Try It
