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Zoho CRM + WHMCS Integrations

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

  • 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 WHMCS

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

WHMCS Integrations

Best ways to Integrate Zoho CRM + WHMCS

  • Zoho CRM WHMCS

    Zoho CRM + WHMCS

    Create Client to whmcs from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    WHMCS Create Client
  • Zoho CRM WHMCS

    Zoho CRM + WHMCS

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

    Zoho CRM + WHMCS

    Create Ticket to whmcs from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    WHMCS Create Ticket
  • Zoho CRM WHMCS

    Zoho CRM + WHMCS

    Create Client to whmcs from New Record in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    WHMCS Create Client
  • Zoho CRM WHMCS

    Zoho CRM + WHMCS

    Create Invoice to whmcs from New Record in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    WHMCS Create Invoice
  • 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 + WHMCS in easier way

It's easy to connect Zoho CRM + WHMCS 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 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.

    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 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.

How Zoho CRM & WHMCS 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 WHMCS 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 WHMCS.

    (2 minutes)

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

Integration of Zoho CRM and WHMCS

Zoho CRM?

Zoho CRM is a web-based Customer Relationship Management software that helps businesses to manage their enterprise. It makes it easy for the users to keep track of various activities related to customers and leads. It also allows the users to integrate all the other business applications under one central platform. The software is available in a free version as well as a paid version. In this way, the businesses can use the software without having to spend much money on its purchase. The free version, however, has some limitations which are there to ensure that only small-scale online businesses use the software.

WHMCS?

WHMCS is an open source billing spution designed for the comfort of hosting providers. It allows them to offer varied billing services such as recurring payment, invoicing, etc. It also allows them to manage the clients configurations, payments, customer accounts, etc. WHMCS is highly customizable and supports all major billing gateways. The software can work with any language and can be used internationally. Its simple interface makes it convenient for the users to make changes to the software without requiring technical assistance.

Integration of Zoho CRM and WHMCS

The integration of Zoho CRM and WHMCS brings a lot of benefits to both the brands. One of the biggest benefits that comes out of this integration is that everything gets automated and streamlined thereby saving time and effort. For example, when a new client signs up for a hosting service from a hosting provider using WHMCS, the client will be automatically added to the corresponding Zoho CRM account. This allows the user to keep track of all his clients and their transactions using a single system.

Benefits of Integration of Zoho CRM and WHMCS

There are many advantages of integrating Zoho CRM with WHMCS. Some of them are as fplows:

  • Integration of Zoho CRM with WHMCS allows the users to deliver excellent service to their clients. They are able to communicate with their clients in real time via email, phone calls, SMS, or live chat. They can even send gifts or virtual cards on special occasions like birthdays or anniversaries. This not only enhances customer relationship but also helps them market their products better.
  • Integration of Zoho CRM with WHMCS helps save on costs. It eliminates the need for hiring extra staff just to take care of customer support. The software helps in managing all activities related to the clients in one place and in real time. Moreover, it provides detailed reports about the transactions that have taken place so that no information is lost. Therefore, it becomes easier for the users to make decisions regarding their clients and work accordingly.
  • Integration of Zoho CRM with WHMCS allows the users to create features and functionalities that are unique for each client. This helps in increasing revenue generation by tailoring services according to the needs of each client. For example, if a client wants a certain feature enabled on his site so that he can offer unique content or services on his website, these features can be enabled from within Zoho CRM as per client’s request. This not only makes the client happy but also increases customer satisfaction levels. Therefore, it helps in increasing sales.

The process to integrate Zoho CRM and WHMCS 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.