Integrate Zoho CRM with Zoho Books
Send information between Zoho CRM and Zoho Books automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create and place contacts in ActiveTrail when leads created in Zoho CRM
Whenever a new lead is created in Zoho CRM, Zoho Flow uses decision logic to identify the status of the lead. If the lead is pre-qualified, the flow creates a contact and adds them to a group in ActiveTrail, and also makes a copy of the contact in Zoho Books. On the other hand, if the lead is not pre-qualified, Zoho Flow further checks if an attempt was made to contact the lead, or if the lead was successfully contacted. If either is true, they are automatically added as a contact to a different group in ActiveTrail.
How it works
1. A new lead is created in Zoho CRM.
2. Zoho Flow executes the following tasks automatically:
a. Uses decision logic to check if:
(i) lead status equals 'pre-qualify.'
If (i) is true, Zoho Flow:
b. Creates a contact in ActiveTrail.
c. Adds the contact to a specific group in ActiveTrail.
d. Creates a contact in Zoho Books.
If (i) is false, Zoho Flow:
Uses decision logic to check for the following conditions:
(ii) lead status is 'attempted to contact'.
(iii) lead status is 'contacted'.
if (ii) OR (iii) is true Creates a contact in ActiveTrail.
Adds the contact to a specific group in ActiveTrail.
Create and place contacts in ActiveTrail when leads created in Zoho CRM
Zoho CRM + ActiveTrail + Zoho Books
Create contacts in Zoho Books for new leads in Zoho CRM
How it works
Create contacts in Zoho Books for new leads in Zoho CRM
Zoho CRM + Zoho Books
Build your own integrations between Zoho CRM and Zoho Books
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Supported triggers and actions
Integrate Zoho CRM and Zoho Books using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Entry created or updated
Triggers when a record entry is created or updated
New contact
Triggers when a new contact is created
New module
Triggers when a new module is created
New note
Triggers when a new note is added
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
Updated module entry
Triggers when an entry is updated in the selected module
User created or updated
Triggers when the details of an existing user are created or updated
New lead
Triggers when a new lead is created
Custom module entry updated
Triggers when the details of an existing module entry are updated
Vendor created
Triggers when a new vendor is created
Recurring expense created
Triggers when a new recurring expense is created
Vendor payment made
Triggers when a vendor payment is made
Bill created
Triggers when a new bill is created
Sales receipt updated
Triggers when the details of an existing sales receipt is updated
Vendor credit created
Triggers when a new vendor credit is created
Time entry updated
Triggers when an existing time entry is updated
Delivery challan updated
Triggers when the details of an existing delivery challan are updated
Account created
Triggers when an account is created in the selected organization
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
Credit note updated
Triggers when the details of an existing credit note are updated
Credit note created
Triggers when a new credit note is created in the selected organization
Customer updated
Triggers when the details of a customer are updated
Vendor updated
Triggers when the details of an existing vendor is updated
Invoice updated
Triggers when an existing invoice is updated
Item updated
Triggers when an existing item is updated
Customer created
Triggers when a new customer is created
Sales receipt created
Triggers when a new sales receipt is created
Delivery challan created
Triggers when a new delivery challan is created
Estimate created
Triggers when a new estimate is created
Estimate updated
Triggers when an existing estimate is updated
Project created
Triggers when a new project is created
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
Account transaction added
Triggers when a new account transaction is added
Time entry created
Triggers when a new time entry is created
Retainer invoice created
Triggers when a retainer invoice is created
Sales order created
Triggers when a sales order is created
Expense created
Triggers when a new expense is created
Recurring bill updated
Triggers when the details of an existing recurring bill is updated
Funds transferred to another account
Triggers when funds are transferred from one account to another
Vendor credit updated
Triggers when the details of an existing vendor credit are updated
Expense updated
Triggers when an existing expense is updated
Project updated
Triggers when an existing project is updated
Invoice created
Triggers when a new invoice is created
Sales order updated
Triggers when the details of an existing sales order are updated
Account updated
Triggers when the details of an account in the selected organization are updated
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Recurring bill created
Triggers when a new recurring bill is created
Recurring invoice created
Triggers when a new recurring invoice is created
Customer payment received
Triggers when a new payment is made by a customer
Item created
Triggers when a new item is created
Custom module entry created
Triggers when a new custom module entry is created
Recurring invoice updated
Triggers when the details of an existing recurring invoice are updated
Bill updated
Triggers when an existing bill is updated
Customer payment updated
Triggers when a payment made by a customer is updated
Purchase order created
Triggers when a new purchase order is created
Purchase order updated
Triggers when the details of an existing purchase order are updated
All Actions - Actions are the automated tasks
Add note
Adds a note to the selected module
Remove tags
Removes tags from the specified record
Update related module entry
Relates an entry in this module with an entry in another module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update module entry
Updates the specified module entry
Add user
Adds a new user
Convert lead to contact
Converts a lead to a contact
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send email template
Sends an email to the specified users
Add tags
Adds tags to the specified record
Raise signal
Raises a signal to Zoho CRM
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch lead
Fetches a lead by email address or unique ID
Fetch email template
Fetches an email template by name
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch account
Fetches an account by its name or unique ID
Clone module entry
Clones an existing module entry
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
Add comment to purchase order
Adds a comment to the specified purchase order
Enable portal access
Enables portal access for the specified customer or vendor
Create credit note
Creates a new credit note
Create delivery challan
Creates a new delivery challan
Create expense
Creates a new expense
Create bank transaction
Creates a new bank transaction
Add comment to estimate
Adds a comment to the specified estimate
Create task
Creates a new task
Create sales receipt
Creates a new sales receipt
Send purchase order
Sends an existing purchase order by email
Create vendor
Creates a new vendor
Send credit note
Sends the specified credit note to a recipient
Add comment to vendor
Adds a comment to the specified vendor
Add comment to credit note
Adds a comment to the specified credit note
Create retainer invoice
Creates a new retainer invoice
Create custom module entry
Creates a new custom module entry
Mark as primary contact person
Marks the specified contact as the primary contact of the company
Send invoice
Sends an existing invoice by email
Create bill
Creates a new bill
Create estimate
Creates a new estimate
Add comment to sales order
Adds a comment to the specified sales order
Create contact person
Creates a new contact person
Record vendor payment
Records a payment for an existing vendor invoice
Refund customer payment
Refunds the specified payment
Create customer
Creates a new customer
Create sales order
Creates a new sales order
Add comment to customer
Adds a comment to the specified customer
Send sales order
Sends an existing sales order by email
Assign user to project
Assigns the specified user to an existing project
Add user
Adds a new user
Add comment to invoice
Adds a comment to the specified invoice
Create account
Creates a new account in the selected organization
Refund credit note
Refunds credit note by ID
Add comment to retainer invoice
Adds a comment to the specified retainer invoice
Create recurring bill
Creates a new recurring bill
Request payment information
Requests payment information from the specified contact
Create item
Creates a new item
Create journal
Creates a new journal
Create currency adjustment
Creates a currency adjustment for all open transactions on the specified date
Invite user to project
Invites a new user to the selected project
Create payment link
Creates a new payment link
Create public share link
Creates a public share link for the selected module
Add comment to project
Adds a comment to the specified project
Create recurring expense
Creates a new recurring expense
Create purchase order
Creates a new purchase order
Add comment to vendor credit
Adds a comment to the specified vendor credit
Create inventory adjustment
Creates a new inventory adjustment
Add comment to bill
Adds a comment to the specified bill
Send retainer invoice
Sends an existing retainer invoice by email
Create recurring invoice
Creates a new recurring invoice
Add address
Adds an address to a customer or vendor contact
Create time entry
Creates a new time entry
Create invoice
Creates a new invoice
Create vendor credit
Creates a new vendor credit
Record retainer invoice payment
Records payment for an existing retainer invoice
Record customer payment
Records a payment for an existing customer invoice
Create project
Creates a new project
Send estimate
Sends an existing estimate to the specified recipients
Create sales person
Creates a new sales person
Update sales order
Updates the details of an existing sales order
Stop or resume recurring expense
Stops or resumes an existing recurring expense
Reject credit note
Rejects an existing credit note
Update user status
Updates the status of an existing user
Reject estimate
Rejects an existing estimate
Update purchase order
Updates the details of an existing purchase order
Update time entry
Updates an existing time entry
Update credit note
Updates the details of an existing credit note
Update custom module entry
Updates the details of a existing custom module entry
Update retainer invoice
Updates the details of an existing retainer invoice
Update recurring bill
Updates the details of an existing recurring bill
Update delivery challan
Updates the details of an existing delivery challan
Unlock transaction
Unlocks the locked transactions to allow for modification or deletion
Update contact person
Updates the details of an existing contact person
Reject invoice
Rejects an existing invoice
Update task
Updates the details of an existing task
Submit or approve bill
Submits or approves an existing bill
Update item
Updates the details of an existing item
Update user
Updates the details of an existing user
Update vendor credit
Updates the details of an existing vendor credit
Link customer to vendor
Links the customer to an existing vendor
Update recurring invoice
Updates the details of an existing recurring invoice
Update project
Updates the details of an existing project
Apply retainer invoice to invoice
Adds a retainer invoice to the specified invoice
Submit or approve credit note
Submits or approves an existing credit note
Reject sales order
Rejects an existing sales order
Apply credit to invoice
Adds a credit note to the specified invoice
Stop or resume recurring bill
Stops or resumes an existing recurring bill
Update purchase order status
Updates the status of an existing purchase order
Update contact status
Updates the status of an existing customer or vendor
Update vendor
Updates the details of an existing vendor
Update payment link
Updates the details of an existing payment link
Lock transactions
Prevents transaction details prior to the selected date from being modified or deleted
Update estimate
Updates the details of an existing estimate
Submit or approve sales order
Submits or approves an existing sales order
Update retainer invoice status
Updates the details of an existing retainer invoice
Update recurring expense
Updates the details of an existing recurring expense
Update project status
Updates the status of an existing project
Update journal
Updates the details of an existing journal
Update estimate status
Updates the status of an existing estimate
Update vendor credit status
Updates the details of an existing credit status
Update sales order status
Updates the status of an existing sales order
Submit or approve vendor credit
Submits or approves an existing vendor credit
Update account
Updates the details of an account in the selected organization
Submit or approve purchase order
Submits or approves an existing purchase order
Update bill
Updates the details of an existing bill
Reject purchase order
Rejects an existing purchase order
Reject bill
Rejects an existing bill
Submit or approve estimate
Submits or approves an existing estimate
Submit or approve invoice
Submits or approves an existing invoice
Reject retainer invoice
Rejects an existing retainer invoice
Reject vendor credit
Rejects an existing vendor credit
Update bill status
Updates the status of an existing bill
Update customer
Updates the details of an existing customer
Stop or resume recurring invoice
Stops or resumes an existing recurring invoice
Update invoice status
Updates the status of an existing invoice
Update expense
Updates the details of an existing expense
Submit or approve retainer invoice
Submits or approves an existing retainer invoice
Update address
Updates the details of an existing customer or vendor address
Update credit note status
Updates the status of an existing credit note
Update invoice
Updates the details of an existing invoice
Fetch sales receipt
Fetches the details of an existing sales receipt by number
Fetch bank account
Fetches the details of an existing bank account
Fetch customer
Fetches the details of an existing customer
Fetch retainer invoice
Fetches the details of an existing retainer invoice by number
Fetch vendor payment
Fetches the details of an existing vendor payment
Fetch bill
Fetches the details of an existing bill
Fetch journal
Fetches the details of an existing journal
Fetch payment link
Fetches the details of an existing payment link
Fetch credit note
Fetches the details of an existing credit note by number
Fetch vendor credit
Fetches the details of an existing vendor credit
Fetch recurring expense
Fetches the details of an existing recurring expense by profile name
Fetch project
Fetches the details of an existing project by name
Fetch account
Fetches the details of an existing account by its ID
Fetch custom module entry
Fetches the details of an existing custom module entry
Fetch expense
Fetches an existing expense by ID or reference number. If the expense does not exist, you can choose to create a new one.
Fetch user
Fetches the details of an existing user by email address
Fetch estimate
Fetches the details of an existing estimate by its number
Fetch purchase order
Fetches the details of an existing purchase order by its number
Fetch recurring invoice
Fetches the details of an existing recurring invoice by profile name
Fetch invoice
Fetches the details of an existing invoice
Fetch inventory adjustment
Fetches the details of an existing inventory adjustment
Convert sales order to invoice
Converts an existing sales order to an invoice
Fetch vendor
Fetches the details of an existing vendor
Fetch item
Fetches the details of an existing item by its ID, number or name.
Fetch delivery challan
Fetches the details of an existing delivery challan
Fetch sales order
Fetches the details of an existing sales order by number
Fetch recurring bill
Fetches the details of an existing recurring bill
Fetch customer payment
Fetches the details of an existing customer payment
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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What is Zoho Books?
Zoho Books is online accounting software to manage your accounting, inventory and to file your GST returns. You can manage your contacts, set up rules to categorize banking transactions, make informed decisions based on accurate reports, and keep track of every expense.
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