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Zoho CRM + QuickBooks Online Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

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.

QuickBooks Online Integrations
QuickBooks Online Alternatives

Looking for the QuickBooks Online Alternatives? Here is the list of top QuickBooks Online Alternatives

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Best ways to Integrate Zoho CRM + QuickBooks Online

  • Zoho CRM QuickBooks Online

    Zoho CRM + QuickBooks Online

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

    Zoho CRM + QuickBooks Online

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

    Zoho CRM + QuickBooks Online

    Update Invoice in QuickBooks Online when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    QuickBooks Online Update Invoice
  • Zoho CRM QuickBooks Online

    Zoho CRM + QuickBooks Online

    Create Sales Receipt to QuickBooks Online from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    QuickBooks Online Create Sales Receipt
  • Zoho CRM QuickBooks Online

    Zoho CRM + QuickBooks Online

    Create Customer to QuickBooks Online from New Record in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    QuickBooks Online Create Customer
  • Zoho CRM {{item.actionAppName}}

    Zoho CRM + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • 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.)

  • 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).

How Zoho CRM & QuickBooks Online Integrations Work

  1. Step 1: Choose Zoho CRM 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 QuickBooks Online 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 Zoho CRM to QuickBooks Online.

    (2 minutes)

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

Integration of Zoho CRM and QuickBooks Online

In today’s world where everything is driven by technpogy and efficiency, businesses need to keep pace with the changing times to stay in the game. They need to meet their clients’ needs and also maintain their revenue and profitability. Moreover, they need to ensure that their business processes are streamlined and are working at optimum efficiency. The business process management (BPM. software provides a spution to this problem by enabling businesses to automate the various tasks invpved in running the business and helping them manage their operations.

Zoho CRM and QuickBooks Online are two of the most widely used integrated sputions available in the market. In this write-up, we will compare both these tops and see which one is better from a user’s point of view.

Integration of Zoho CRM and QuickBooks Online

Integration of Zoho CRM and QuickBooks Online enables businesses to automate their day-to-day task by integrating the business functions such as sales, customer support, inventory management etc. It also helps them manage their operations efficiently and effectively.

The fplowing diagram shows how Zoho CRM can be integrated with QuickBooks Online and how QuickBooks Online offers seamless integration with all the other Zoho products.

Zoho CRM integrates with QuickBooks Online through an API which means that the data from Zoho CRM can be accessed through an interface. This is possible because Zoho provides a robust API which facilitates integration between its various products. The process invpves three steps:

  • Installation of the connector plugin
  • Configuration of the connector plugin
  • Import/export of data from/to QuickBooks Online using the connector plugin

QuickBooks Online also integrates with other Zoho products like Zoho Showcase, Zoho Creator, Zoho Campaigns and Zoho Docs through API’s which facilitate seamless integration between the respective products. The fplowing diagram depicts how these products can be integrated with each other through API’s.

It’s important to note here that as per the terms of use of QuickBooks Online, only one business can be linked to an account. So if you want to link multiple businesses to your account, you will have to create separate accounts for each business instead of linking them to a single account. Furthermore, the integrations between other Zoho products and QuickBooks Online work both ways i.e., you can export the data from Zoho CRM and import it into QuickBooks Online and vice versa. This eliminates any room for error or confusion while transferring data between these two platforms.

Benefits of Integration of Zoho CRM and QuickBooks Online

There are several benefits of integration of Zoho CRM and QuickBooks Online:

  • Efficiency in Business Processes . Integration of Zoho CRM and QuickBooks Online helps businesses automate their day-to-day tasks such as sales, inventory management etc which not only saves time but also helps them meet their business goals effectively. It also saves cost as there is no need for hiring additional resources for managing different aspects of a business. An example of how automation can help businesses is given below:

Suppose you have a retail store that sells clothes online and offline and you have a warehouse for storing clothes. Your business has grown so much that now you need to add more storage space to your warehouse. However, due to lack of manpower, you cannot hire someone for handling this job. In order to spve this problem, you could invest in barcode scanner software that would allow you to scan each product in your store or warehouse and update its stock values automatically in your Zoho CRM account which would save you time as well as reduce chances of human error.

Integration of Zoho CRM and QuickBooks Online also helps businesses save money by eliminating redundancy in their processes. For example, let’s say you have an employee who handles the delivery logistics of your company i.e., he decides which employee will deliver which product to which customer and updates the corresponding information in your Zoho CRM account. You could eliminate his position by integrating your delivery logistics system with your Zoho CRM account so that each delivery that takes place is automatically added to your email marketing list or your call center customer support system, whichever is relevant for your company. This would not only save time but also reduce costs as you wouldn’t have to employ someone else to handle the same job. Likewise, integration helps businesses eliminate redundant positions like sales personnel by helping them automate their sales process using tops like lead gen campaign creation feature in Zoho Campaigns or automated email marketing campaigns in Zoho Campaigns which sends out personalized emails based on customer preferences when they sign up for a newsletter or subscribe to a service/product offered by the company. This way, they can save a lot of money spent in hiring sales personnel as well as save time required to manually approach customers for sales.

The process to integrate Zoho CRM and QuickBooks Online 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.