Skip to content

Connect QuickBooks Online and Zoho CRM to unlock the power of automation

  • No credit card required
  • Free forever for core features
  • 14-day trial for premium features and apps
Choose a Trigger
Choose an Action
Google Logo Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate QuickBooks Online with Zoho CRM - no code necessary. See how you can get setup in minutes.

100%
Help
QuickBooks Online logo
QuickBooks Online
QuickBooks Online logo
QuickBooks Online
1. Choose trigger event
Zoho CRM logo
Zoho CRM
Zoho CRM logo
Zoho CRM
2. Choose action
QuickBooks Online logo
1. Select the event
Setup
Test
QuickBooks Online logo
QuickBooks Online
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Account" from QuickBooks Online.

Add your action

An action happens after the trigger—such as "Add Attachment" in Zoho CRM.

You’re connected!

Zapier seamlessly connects QuickBooks Online and Zoho CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • QuickBooks Online triggers, actions, and search
    New Account

    Triggers when you add a new account.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search
    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • Days
      Required
    Trigger
    Polling
    Try It

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use QuickBooks Online and Zoho CRM

Sync new customers to CRM.

When a new customer is added in QuickBooks Online, Zapier instantly creates a corresponding contact in Zoho CRM. This ensures your customer data remains consistent across both platforms, reducing the risk of duplicate or missed entries.

Business Owner
Try it
Track incoming payments in CRM.

When a payment is recorded in QuickBooks Online, Zapier updates the associated lead or contact in Zoho CRM. This helps marketers monitor payment completion and adjust follow-up strategies accordingly, improving data transparency.

Marketing & Marketing Ops
Automate project tracking for customers.

When a new project is created in QuickBooks Online, Zapier adds a corresponding entry in Zoho CRM. This supports project managers in tracking client-related initiatives within a single, centralized platform.

Project Management

Learn how to automate QuickBooks Online on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your QuickBooks Online to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about QuickBooks Online + Zoho CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with QuickBooks Online and Zoho CRM

What is the first step to integrate QuickBooks Online with Zoho CRM?

The initial step involves creating an account with us and setting up both QuickBooks Online and Zoho CRM. You need to ensure that both accounts are active and the necessary permissions are granted for integration.

Which version of QuickBooks Online is required for integration with Zoho CRM?

Our integration supports all versions of QuickBooks Online. However, it's crucial to have an active subscription with permission access for third-party integrations.

Can I automate data transfer between QuickBooks Online and Zoho CRM?

Yes, we can automate data transfer through triggers such as 'New Customer' in QuickBooks, which can create a contact in Zoho CRM, and 'Deal Won' in Zoho CRM, which can generate an invoice in QuickBooks.

What triggers are available for this integration?

Some of the available triggers include adding a new customer or invoice in QuickBooks Online and creating or updating contacts or deals in Zoho CRM.

Are there any limitations on the number of actions that can be performed daily between the two platforms?

We do not impose any limits, but it's worth checking if either platform sets a cap on API requests as this could affect the number of tasks you can automate daily.

How secure is the data during transmission between QuickBooks Online and Zoho CRM?

We ensure your data is transmitted securely using SSL encryption. Both apps’ authentication processes must also be satisfied to maintain connection integrity.

Can I customize what information gets transferred between QuickBooks Online and Zoho CRM?

Absolutely! You have control over mapping fields from one platform to another. Custom triggers can be configured based on specific field changes or updates that suit your needs.

quickbooks logo
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
Similar apps
Xero integrationsXero integrations
Xero
Accounting
FreeAgent integrationsFreeAgent integrations
FreeAgent
Accounting
Wave integrationsWave integrations
Wave
Accounting
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.
Related categories
Similar apps
Pipedrive integrationsPipedrive integrations
Pipedrive
CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations
Insightly
CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect QuickBooks Online to Zoho CRM on the world's largest no-code automation platform

Google Logo Sign up with Google