Zoho Billing + Zoho CRM

Create new customers in Zoho Billing from new contacts in Zoho CRM

Effortlessly manage your contacts across your Zoho accounts with this automation. Whenever you add a new contact in your Zoho CRM, this workflow automatically enters that information as a new customer in Zoho Billing. This helps streamline your customer management process, ensuring every contact in your CRM is promptly recognized as a customer in your billing system.

Effortlessly manage your contacts across your Zoho accounts with this automation. Whenever you add a new contact in your Zoho CRM, this workflow automatically enters that information as a new customer in Zoho Billing. This helps streamline your customer management process, ensuring every contact in your CRM is promptly recognized as a customer in your billing system.

  1. When this happens...
    Zoho CRMZoho CRM
    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.

    TriggerPolling
  2. automatically do this!
    Zoho BillingZoho Billing
    Create Customer

    Creates a new customer.

    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
zoho-billing logo
zoho-billing logo

About Zoho Billing

Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.
Learn more

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  • Payment Processing
  • Zoho

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zoho-crm logo
zoho-crm logo

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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