Zoho Books + Zoho CRM

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.

  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 BooksZoho Books
    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-books logo
zoho-books logo

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Related categories

  • Accounting
  • Zoho
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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