QuickBooks Online + Zoho CRM

Create Zoho CRM module entries from new QuickBooks Online invoices

Easily manage your invoicing and CRM processes with this seamless workflow. When a new invoice is created in QuickBooks Online, this automation will trigger the creation of a module entry in Zoho CRM. Stay organized and save time by ensuring your financial and customer data stay up-to-date across both platforms.

Easily manage your invoicing and CRM processes with this seamless workflow. When a new invoice is created in QuickBooks Online, this automation will trigger the creation of a module entry in Zoho CRM. Stay organized and save time by ensuring your financial and customer data stay up-to-date across both platforms.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Invoice

    Triggers when you add a new invoice.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

  • QuickBooks Online triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Polling
    Try It
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About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Related categories

  • Accounting

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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