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.
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 businessWHMCS Integrations
It's easy to connect Zoho CRM + WHMCS without coding knowledge. Start creating your own business flow.
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.
Triggers whenever a new client occur.
Trigger when new invoice created.
Triggers whenever a new order created.
Triggers whenever a new ticket is created.
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.)
Creates a new client.
Creates a new invoice.
Creates a new ticket in WHMCS.
Creates a new client or updates an existing one.
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 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.
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.
There are many advantages of integrating Zoho CRM with WHMCS. Some of them are as fplows:
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.