QuickBooks Online + Zoho CRM

Create new QuickBooks Online products/services from new or updated Zoho CRM module entries

Ensure your product or service information is always up-to-date with this automatic workflow. When a module entry is newly added or updated in Zoho CRM, the changes immediately flow into QuickBooks Online, creating a product or service. This efficient communication between your CRM and accounting software keeps records accurate, eliminating the need for manual data entry and reducing the risk of errors.

Ensure your product or service information is always up-to-date with this automatic workflow. When a module entry is newly added or updated in Zoho CRM, the changes immediately flow into QuickBooks Online, creating a product or service. This efficient communication between your CRM and accounting software keeps records accurate, eliminating the need for manual data entry and reducing the risk of errors.

  1. When this happens...
    Zoho CRMZoho CRM
    New/Updated Module Entry

    Triggers instantaneously when any entry is created or updated in the specified module.

    TriggerInstant
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Product/Service

    Triggers when a new item or product is added.

    ActionWrite
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Supported triggers and actions

  • Zoho CRM triggers, actions, and search

    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.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search

    New 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.

    Trigger
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    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

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  • CRM (Customer Relationship Management)
  • Zoho

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