Zoho CRM + Zoho Invoice + Zoho Sheet Integrations

How to connect Zoho CRM + Zoho Invoice + Zoho Sheet

Zapier lets you send info between Zoho CRM and Zoho Invoice and Zoho Sheet automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

Choose a Trigger
Start herearrow pointing down
Start herearrow pointing down
Choose an Action
Choose an Action
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Do even more with Zoho CRM + Zoho Invoice + Zoho Sheet

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 Zoho CRM, Zoho Invoice, and Zoho Sheet. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

  • Zoho CRM triggers, actions, and search

    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
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    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
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and 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
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    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
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

 Sign up with Google

How Zoho CRM + Zoho Invoice + Zoho Sheet Integrations Work

  1. Step 1: Authenticate Zoho CRM, Zoho Invoice, and Zoho Sheet.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
Help

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

Similar apps

Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Keap Max Classic integrationsKeap Max Classic integrations

Keap Max Classic

Marketing Automation
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
zoho-invoice logo
zoho-invoice logo

About Zoho Invoice

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

Related categories

  • Proposal & Invoice Management
  • Zoho

Similar apps

Xero integrationsXero integrations

Xero

Accounting
QuickBooks Online integrationsQuickBooks Online integrations

QuickBooks Online

Accounting
Bidsketch integrationsBidsketch integrations

Bidsketch

Proposal & Invoice Management
zoho-sheet logo
zoho-sheet logo

About Zoho Sheet

Zoho Sheet is a cloud-based spreadsheet software that allows you to create, edit, share and collaborate on spreadsheets in real time.
Learn more

Related categories

  • Spreadsheets
  • Zoho