Zoho CRM + Zoho Invoice

Create new contacts in Zoho Invoice from new or updated contacts in Zoho CRM

Maintain a seamless information flow between Zoho CRM and Zoho Invoice with this efficient workflow. Every time a new or updated contact emerges in Zoho CRM, the latest records will be instantaneously reflected in Zoho Invoice as a new contact. This automation eliminates the need for manual data entry, ensuring that your contact information is always up-to-date across both platforms in your business ecosystem.

Maintain a seamless information flow between Zoho CRM and Zoho Invoice with this efficient workflow. Every time a new or updated contact emerges in Zoho CRM, the latest records will be instantaneously reflected in Zoho Invoice as a new contact. This automation eliminates the need for manual data entry, ensuring that your contact information is always up-to-date across both platforms in your business ecosystem.

  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!
    Zoho InvoiceZoho Invoice
    Create New Contact

    Triggers when new contact is created.

    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-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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zoho-invoice logo
zoho-invoice logo

About Zoho Invoice

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.
Learn more

Related categories

  • Proposal & Invoice Management
  • Zoho

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