When this happens...
Zoho CRMNew Contact
Then do this...
Zoho InvoiceCreate Contact

Love the Zoho ecosystem? Then why not use this Zap to make the connections between services even more seamless? Set this one up and every time you create a contact on Zoho CRM one will also be added to Zoho Invoice, ensuring your lists match and are kept up to date, no matter how busy you get.

How It Works

  1. A new Zoho CRM contact is added
  2. Zapier automatically adds a Zoho Invoice contact

What You Need

  • Zoho CRM account
  • Zoho Invoice account
Premium
Zoho CRM is a Premium integration on Zapier.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Zoho CRM + Zoho Invoice and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Contact

Triggered when you add a new contact.

Create Contact

Adds a new contact.

New Lead

Triggered when you add a new lead.

Create/Update Lead

Adds a new lead. Can be used to update an existing one too.

New Entry (instant)

Using Zoho's automation & webhook feature (enterprise only), get instant triggers of any module.

Create Lead

Adds a new lead.

New Entry

Advanced feature: triggers when any new item is added to a specific module.

Create/Update Contact

Adds a new contact. Can be used to update an existing one too.

New Contact

Triggers when a new Contact is added.

Create Contact Person

Creates a new point of contact for a specific contact.

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Become a Zapier Integration Partner

Zoho makes it easy to get the complete picture of your sales cycle and stay on top of your business opportunities. Never lose another lead again.

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.

See Zoho Invoice Integrations