Create new customers in Zoho Books from new contacts in Zoho CRM
Streamline your customer management process with this workflow. When a new contact is added in your Zoho CRM, it creates a corresponding customer in Zoho Books. This automation helps you ensure all your contact data is consistently recorded across your platforms, saving you from manual data entry and potential errors. Whether you're adding prospective clients or new partners, this workflow keeps your book-keeping effortlessly updated.
Streamline your customer management process with this workflow. When a new contact is added in your Zoho CRM, it creates a corresponding customer in Zoho Books. This automation helps you ensure all your contact data is consistently recorded across your platforms, saving you from manual data entry and potential errors. Whether you're adding prospective clients or new partners, this workflow keeps your book-keeping effortlessly updated.
- When this happens...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.
- automatically do this!Create Customer
Creates a new customer.
- Free forever for core features
- 14 day trial for premium features & apps
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.
Try ItModuleRequired
Try ItNew 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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.
Try ItNew 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.
Try ItModuleRequired
Try ItModuleRequired
Try It