How do I sync new data from Zoho CRM to Zoho Billing instantly?

The Zoho Billing-Zoho CRM integration syncs new data every two hours by default. You can also initiate a manual instant-sync by clicking the Instant Sync button from Zoho Billing > Settings > Integrations > Zoho CRM.

However, if you’d like all new data (Accounts and Contacts) from Zoho CRM to be synced to Zoho Billing immediately, you can automate the process by creating a Workflow Rule in Zoho CRM. This rule is essentially a Custom Function, which will sync new Accounts and Contacts to Zoho Billing as soon as they have been created in Zoho CRM.

First, you will need to create a Connection between Zoho Billing and Zoho CRM. This Connection serves to authenticate the communication between Zoho CRM and Zoho Billing. To create this Connection:

Now the Connection will be created and its status will be Connected, if it was set up properly.

Next, you will have to create a Workflow Rule by following the steps below:

Now, new Accounts/Contacts will be synced instantly with Zoho Billing as soon as they are created in Zoho CRM.

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