QuickBooks Online + Zoho CRM

Add new Zoho CRM contacts to QuickBooks Online as customers

When a new contact is added in Zoho CRM, this workflow instantly creates a corresponding customer in QuickBooks Online. This helps streamline your client management by ensuring that your customer database across both platforms remains up-to-date and consistent. No manual data entry is required, saving you time and reducing the risk of errors.

When a new contact is added in Zoho CRM, this workflow instantly creates a corresponding customer in QuickBooks Online. This helps streamline your client management by ensuring that your customer database across both platforms remains up-to-date and consistent. No manual data entry is required, saving you time and reducing the risk of errors.

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

    TriggerPolling
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Update Customer

    Updates an existing 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
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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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zoho-crm logo
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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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