When this happens...
Zoho InvoiceNew Invoice
Then do this...
Zoho CRMCreate/Update Module Entry (Legacy)

When it's time to issue an invoice, why shouldn't your CRM also store that information like it gathers everything else? Just take a look at this Zoho Invoice-Zoho CRM integration: set it up and every time a new invoice is issued on Zoho Invoice a new entry will be added to a module on Zoho CRM, so you can keep all your data safe, connected, and up to date.

How It Works

  1. A new invoice is created on Zoho Invoice
  2. Zapier automatically creates a Zoho CRM module

What You Need

  • Zoho Invoice account
  • Zoho CRM 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!
Zoho CRM
New Contact

Triggered when you add a new contact.

Zoho CRM
Create Contact

Adds a new contact.

Zoho CRM
New Lead

Triggered when you add a new lead.

Zoho CRM
Create/Update Lead

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

Zoho CRM
New Entry (instant)

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

Zoho CRM
Create Lead

Adds a new lead.

Zoho CRM
New Entry

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

Zoho CRM
Create/Update Contact

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

Zoho Invoice
New Contact

Triggers when a new Contact is added.

Zoho Invoice
Create Contact Person

Creates a new point of contact for a specific contact.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

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.