QuickBooks Online + Zoho CRM

Create Zoho CRM entries from new QuickBooks Online estimates

Streamline your sales pipeline by seamlessly connecting QuickBooks Online and Zoho CRM. With this automation, every time a new estimate is created in QuickBooks Online, a corresponding module entry is instantly created in Zoho CRM. This ensures your sales team can easily track and follow up on fresh estimates, enhancing your customer interactions and potentially boosting your sales.

Streamline your sales pipeline by seamlessly connecting QuickBooks Online and Zoho CRM. With this automation, every time a new estimate is created in QuickBooks Online, a corresponding module entry is instantly created in Zoho CRM. This ensures your sales team can easily track and follow up on fresh estimates, enhancing your customer interactions and potentially boosting your sales.

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

    Triggers when you add a new estimate.

    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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