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Set up your first integration
Quickly connect QuickBooks Online to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate QuickBooks Online with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Account" from QuickBooks Online.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects QuickBooks Online and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Account
Triggers when you add a new account.
Try ItTriggerInstant - New Bill
Triggers when a new bill is added.
Try ItTriggerInstant - Estimate Emailed
Triggers when an estimate is emailed.
Try ItTriggerInstant - New Expense
Triggers when a new expense is added.
Try ItTriggerInstant
- New Bank Transaction
Triggers when a new bank transaction is created.
Try ItTriggerInstant - New Customer
Triggers when you add a new customer.
Try ItTriggerInstant - New Estimate
Triggers when you add a new estimate.
Try ItTriggerInstant - DaysRequired
Try ItTriggerPolling
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Practical ways you can use QuickBooks Online and Zoho CRM
Sync new customers to CRM.
When a new customer is added in QuickBooks Online, Zapier instantly creates a corresponding contact in Zoho CRM. This ensures your customer data remains consistent across both platforms, reducing the risk of duplicate or missed entries.
Business OwnerTrack incoming payments in CRM.
When a payment is recorded in QuickBooks Online, Zapier updates the associated lead or contact in Zoho CRM. This helps marketers monitor payment completion and adjust follow-up strategies accordingly, improving data transparency.
Marketing & Marketing OpsAutomate project tracking for customers.
When a new project is created in QuickBooks Online, Zapier adds a corresponding entry in Zoho CRM. This supports project managers in tracking client-related initiatives within a single, centralized platform.
Project ManagementLearn how to automate QuickBooks Online on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about QuickBooks Online + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with QuickBooks Online and Zoho CRM
What is the first step to integrate QuickBooks Online with Zoho CRM?
The initial step involves creating an account with us and setting up both QuickBooks Online and Zoho CRM. You need to ensure that both accounts are active and the necessary permissions are granted for integration.
Which version of QuickBooks Online is required for integration with Zoho CRM?
Our integration supports all versions of QuickBooks Online. However, it's crucial to have an active subscription with permission access for third-party integrations.
Can I automate data transfer between QuickBooks Online and Zoho CRM?
Yes, we can automate data transfer through triggers such as 'New Customer' in QuickBooks, which can create a contact in Zoho CRM, and 'Deal Won' in Zoho CRM, which can generate an invoice in QuickBooks.
What triggers are available for this integration?
Some of the available triggers include adding a new customer or invoice in QuickBooks Online and creating or updating contacts or deals in Zoho CRM.
Are there any limitations on the number of actions that can be performed daily between the two platforms?
We do not impose any limits, but it's worth checking if either platform sets a cap on API requests as this could affect the number of tasks you can automate daily.
How secure is the data during transmission between QuickBooks Online and Zoho CRM?
We ensure your data is transmitted securely using SSL encryption. Both apps’ authentication processes must also be satisfied to maintain connection integrity.
Can I customize what information gets transferred between QuickBooks Online and Zoho CRM?
Absolutely! You have control over mapping fields from one platform to another. Custom triggers can be configured based on specific field changes or updates that suit your needs.