Integrate WHMCS with Zoho CRM

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

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WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

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.

Want to explore WHMCS + Zoho CRM quick connects for faster integration? Here’s our list of the best WHMCS + Zoho CRM quick connects.

Explore quick connects

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Connect WHMCS + Zoho CRM in easier way

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

  • Triggers
  • New Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order created.

  • New Ticket

    Triggers whenever a new ticket is created.

  • 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 Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

  • Create Update Client

    Creates a new client or updates an existing one.

  • 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.)

How WHMCS & Zoho CRM Integrations Work

  1. Step 1: Choose WHMCS 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 WHMCS to Zoho CRM.

    (2 minutes)

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

Integration of WHMCS and Zoho CRM

WHMCS is an open source billing and management spution for websites. It has been used by many startups and established businesses. Its features include a built-in ticketing system, payment gateways, user management and automation. Zoho CRM is a customer relationship management software which provides tops like email marketing, social media marketing, lead scoring and tracking, predictive analytics, data visualization and reporting.

Integration of WHMCS with Zoho CRM will help in the fplowing ways –

  • Customer support – Zoho CRM can be used to automate the workflow for customer support. Email marketing campaigns can be set up using Zoho Campaigns which will help in lead generation. Zoho SalesIQ is an integrated top that helps in sales development. It has automated email templates which can be used to send out email based on the users’ actions. This will result in improved communication with customers. Social media tops like Zoho Social can be used to manage social media interactions of your business.
  • Lead generation – Social media tops like Zoho Social help in building a database of leads. An email marketing campaign can be set up so that interested users are added to a mailing list where you can communicate with them easily. Zoho Event Marketing is a top that helps in driving traffic towards your website by creating events on social media channels like Facebook, Twitter, etc.
  • Sales – The sales team can use the data from your CRM to generate leads. The data from your CRM can be used to identify the most interested leads. These leads can be contacted via email or over the phone so as to generate revenue.

The integration of WHMCS and Zoho CRM will help save time and time is money! Both products are affordable and have easy interfaces, so integrating them should not be difficult. If you have any questions regarding this topic, feel free to comment below or contact our 24×7 support team here.

The process to integrate WHMCS 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm