QuickBooks Online + Zoho CRM

Update module entries in Zoho CRM when new invoices are created in QuickBooks Online

Save time and streamline your workflow with this seamless tool that transfers new invoices from QuickBooks Online directly to Zoho CRM. Once an invoice is created in QuickBooks, an existing entry in Zoho CRM gets updated instantly, ensuring your records remain precise and up-to-date. This automation not only enhances your business efficiency but also helps in maintaining coordinated data across your financial and customer management platforms.

Save time and streamline your workflow with this seamless tool that transfers new invoices from QuickBooks Online directly to Zoho CRM. Once an invoice is created in QuickBooks, an existing entry in Zoho CRM gets updated instantly, ensuring your records remain precise and up-to-date. This automation not only enhances your business efficiency but also helps in maintaining coordinated data across your financial and customer management 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
    Update Module Entry

    Update existing entry in the selected 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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