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.

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

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

Triggers when a new Contact is added.

Create Contact Person

Creates a new point of contact for a specific contact.

New Invoice

Trigger on a new invoice (with line item support).

Create Contact

Creates a new contact.

New Contact Person

Triggers when a new point of contact is added to an existing contact.

Create Invoice

Creates a new invoice.

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.

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Become a Zapier Integration Partner

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

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.

See Zoho CRM Integrations