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Integrate QuickBooks Online with Zoho CRM

Appy Pie Connect allows you to automate multiple workflows between QuickBooks Online and Zoho CRM

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About QuickBooks Online

Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best QuickBooks Online and Zoho CRM Integrations

  • QuickBooks Online Integration Zoho CRM Integration

    QuickBooks Online + Zoho CRM

    Create Zoho CRM Contacts from QuickBooks Online Customers Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Customer
     
    Then do this...
    Zoho CRM Integration Create/Update Contact
    Knowing who your customers are is one of the most critical components of any business. This QuickBooks Online – Zoho CRM integration can greatly help you know your customers by automatically saving your new QuickBooks Online customers as contacts on Zoho CRM. This way you can use Zoho CRM to create new leads and business without much manual effort.
    How this Integration Works
    • A new customer is added to QuickBooks Online
    • Appy Pie Connect automatically adds that customer to Zoho CRM as a contact.
    What You Need
    • A QuickBooks Online account
    • A Zoho CRM account
  • QuickBooks Online Integration Zoho CRM Integration

    QuickBooks Online + Zoho CRM

    Create/Update Lead to Zoho CRM from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • QuickBooks Online Integration Zoho CRM Integration

    QuickBooks Online + Zoho CRM

    Create/Update Contact to Zoho CRM from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Zoho CRM Integration Create/Update Contact
  • QuickBooks Online Integration Zoho CRM Integration

    QuickBooks Online + Zoho CRM

    Create Module Entry to Zoho CRM from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Zoho CRM Integration Create Module Entry
  • QuickBooks Online Integration Zoho CRM Integration

    QuickBooks Online + Zoho CRM

    Add Attachment in Zoho CRM when New Payment is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Zoho CRM Integration Add Attachment
  • QuickBooks Online Integration {{item.actionAppName}} Integration

    QuickBooks Online + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect QuickBooks Online + Zoho CRM in easier way

It's easy to connect QuickBooks Online + Zoho CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers whenevver a new account is added.

  • New Bill

    Triggers every time a new bill is added.

  • New Customer

    Triggers when you add a new customer.

  • New Estimate

    Triggers whenever you add a new estimate.

  • New Invoice

    Triggers every time you add a new invoice.

  • New Payment

    Triggers everytime a payment is received (with line item support).

  • New Purchase Order

    Triggers every time a new purchase order is added.

  • New Sales Receipt

    Triggers whenever a new sales receipt is added.

  • New Vendor

    Triggers every time a new vendor is added.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Create Customer

    Adds a new customer.

  • Create Invoice

    Adds a new invoice (with line item support).

  • Create Sales Receipt

    Adds a new sales receipt (with line item support).

  • Update Invoice

    Refresh an existing invoice (with line item support).

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How QuickBooks Online & Zoho CRM Integrations Work

  1. Step 1: Choose QuickBooks Online as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from QuickBooks Online to Zoho CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of QuickBooks Online and Zoho CRM

QuickBooks Online

QuickBooks Online is an online accounting and bookkeeping system which is offered by Intuit. It is a cloud based accounting spution designed for the small business owners. The software is equipped with all the basic functions that are required for the small business owners such as invoicing, tracking payments. The software from Intuit provides a full functional accounting spution for the small businesses. QuickBooks is a well-known brand in the accounting software industry and has served over 3 Million users around the globe.

Zoho CRM

Zoho CRM is a cloud based CRM spution designed for the small businesses. It can be integrated with QuickBooks Online which helps the companies to track and manage their customer relationships. The software from Zoho provides two different versions of service called Standard and Premium. The Standard version of service is offered free of cost whereas the Premium version of service comes at a price. The features present in both the versions of Zoho CRM include lead management, sales force automation, campaign management, support desk etc. Zoho CRM also allows the users to integrate their social network accounts like Facebook, Twitter, Linkedin etc. With Zoho CRM.

Integration of QuickBooks Online and Zoho CRM

QuickBooks Online can be integrated with Zoho CRM through Zapier which is an application program interface service provider. Integration of these two sputions eliminates the need to manually add entries in different applications because these two sputions are connected through Zapier which automatically connects these two sputions together. Any changes made in one of these two sputions will be reflected in the other spution automatically. These integrations are free of cost but they are limited to certain services only. Integration between QuickBooks Online and Zoho CRM removes the need to manually enter the data in both these applications.

Benefits of Integration of QuickBooks Online and Zoho CRM

With integration of these two sputions, there are many advantages for the small businesses. Some of them are:

  • There would be no need to manually enter the data because it will be automatically entered in both these applications.
  • The information will be available to both these applications simultaneously. So if any changes are made in one of these sputions, the changes will be reflected in the other spution automatically without any additional work required.
  • There will be no need to purchase multiple applications for handling different tasks because both the sputions offer almost all the features needed by small businesses. So, the small businesses can save money by using these sputions rather than purchasing individual applications for various tasks.

Integration of QuickBooks Online and Zoho CRM offers many advantages to the small businesses, but they should first understand all the features available in both these sputions before integrating them so that they can utilize all the features offered by them effectively.

The process to integrate QuickBooks Online and Zoho CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.