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.
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
QuickBooks Online + Zoho CRMCreate Zoho CRM Contacts from QuickBooks Online Customers Read More...
QuickBooks Online + Zoho CRMCreate/Update Lead to Zoho CRM from New Payment in QuickBooks Online Read More...
QuickBooks Online + Zoho CRMCreate/Update Contact to Zoho CRM from New Payment in QuickBooks Online Read More...
QuickBooks Online + Zoho CRMCreate Module Entry to Zoho CRM from New Payment in QuickBooks Online Read More...
QuickBooks Online + Zoho CRMAdd Attachment in Zoho CRM when New Payment is created in QuickBooks Online Read More...
It's easy to connect QuickBooks Online + Zoho CRM without coding knowledge. Start creating your own business flow.
Triggers whenevver a new account is added.
Triggers every time a new bill is added.
Triggers when you add a new customer.
Triggers whenever you add a new estimate.
Triggers every time you add a new invoice.
Triggers everytime a payment is received (with line item support).
Triggers every time a new purchase order is added.
Triggers whenever a new sales receipt is added.
Triggers every time a new vendor is added.
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
Adds a new customer.
Adds a new invoice (with line item support).
Adds a new sales receipt (with line item support).
Refresh an existing invoice (with line item support).
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
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 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.
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.
With integration of these two sputions, there are many advantages for the small businesses. Some of them are:
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.