Integrate Zoho CRM with Zoho Books

Send information between Zoho CRM and Zoho Books automatically, without writing any code, using Zoho Flow.

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Create contacts in Zoho Books for new leads in Zoho CRM


Automatically add your CRM leads as contacts to your accounting application. This flow adds new Zoho CRM leads as contacts in Zoho Books.

How it works
1. A new lead is added to Zoho CRM.
2. Zoho Flow adds the new lead to Zoho Books as a contact.
Use this flow
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Create contacts in Zoho Books for new leads in Zoho CRM

Zoho CRM + 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)

Updated module entry

Triggers when an entry is updated in the selected module

New contact

Triggers when a new contact is created

New lead

Triggers when a new lead is created

Entry created or updated

Triggers when a record entry is created or updated

New note

Triggers when a new note is added

Updated deal

Triggers when an existing deal is updated

New user

Triggers when a new user is created

New module

Triggers when a new module is created

User created or updated

Triggers when the details of an existing user are created or updated

Time entry updated

Triggers when an existing time entry is updated

Vendor payment made

Triggers when a vendor payment is made

Estimate updated

Triggers when an existing estimate is updated

Vendor payment updated

Triggers when the details of an existing vendor payment is updated

Account created

Triggers when an account is created in the selected organization

Funds transferred to another account

Triggers when funds are transferred from one account to another

Credit note created

Triggers when a new credit note is created in the selected organization

Vendor created

Triggers when a new vendor is created

Sales order created

Triggers when a sales order is created

Recurring bill updated

Triggers when the details of an existing recurring bill is updated

Recurring bill created

Triggers when a new recurring bill is created

Account transaction added

Triggers when a new account transaction is added

Expense updated

Triggers when an existing expense is updated

Sales order updated

Triggers when the details of an existing sales order are updated

Project updated

Triggers when an existing project is updated

Recurring invoice created

Triggers when a new recurring invoice is created

Custom module entry updated

Triggers when the details of an existing module entry are updated

Sales receipt updated

Triggers when the details of an existing sales receipt is updated

Project created

Triggers when a new project is created

Retainer invoice created

Triggers when a retainer invoice is created

Time entry created

Triggers when a new time entry is created

Vendor credit updated

Triggers when the details of an existing vendor credit are updated

Expense created

Triggers when a new expense is created

Invoice created

Triggers when a new invoice is created

Credit note updated

Triggers when the details of an existing credit note are updated

Purchase order updated

Triggers when the details of an existing purchase order are updated

Customer created

Triggers when a new customer is created

Vendor updated

Triggers when the details of an existing vendor is updated

Account updated

Triggers when the details of an account in the selected organization are updated

Customer updated

Triggers when the details of a customer are updated

Custom module entry created

Triggers when a new custom module entry is created

Item updated

Triggers when an existing item is updated

Customer payment received

Triggers when a new payment is made by a customer

Sales receipt created

Triggers when a new sales receipt is created

Purchase order created

Triggers when a new purchase order is created

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

Bill updated

Triggers when an existing bill is updated

Estimate created

Triggers when a new estimate is created

Invoice updated

Triggers when an existing invoice is updated

Recurring expense created

Triggers when a new recurring expense is created

Delivery challan created

Triggers when a new delivery challan is created

Recurring invoice updated

Triggers when the details of an existing recurring invoice are updated

Customer payment updated

Triggers when a payment made by a customer is updated

Retainer invoice updated

Triggers when the details of an existing retainer invoice are updated

Bill created

Triggers when a new bill is created

Vendor credit created

Triggers when a new vendor credit is created

Delivery challan updated

Triggers when the details of an existing delivery challan are updated

Item created

Triggers when a new item is created

All Actions - Actions are the automated tasks

Add note

Adds a note to the selected module

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Send email template

Sends an email to the specified users

Send mail merge

Sends a mail merge with details of the selected record

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Update related module entry

Relates an entry in this module with an entry in another module

Convert lead to contact

Converts a lead to a contact

Add user

Adds a new user

Add tags

Adds tags to the specified record

Remove tags

Removes tags from the specified record

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Update module entry

Updates the specified module entry

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Raise signal

Raises a signal to Zoho CRM

Update user

Updates the details of an existing user based on user ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch inventory template

Fetches an inventory template using ID

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 event

Fetches an event by its title or unique ID

Fetch email template

Fetches an email template by name

Clone module entry

Clones an existing module entry

Fetch account

Fetches an account by its name or unique ID

Fetch user

Fetches a user by name or email address

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

Create recurring bill

Creates a new recurring bill

Invite user to project

Invites a new user to the selected project

Create purchase order

Creates a new purchase order

Refund customer payment

Refunds the specified payment

Create customer

Creates a new customer

Create recurring expense

Creates a new recurring expense

Refund credit note

Refunds credit note by ID

Create public share link

Creates a public share link for the selected module

Create currency adjustment

Creates a currency adjustment for all open transactions on the specified date

Create account

Creates a new account in the selected organization

Create item

Creates a new item

Add comment to vendor credit

Adds a comment to the specified vendor credit

Add comment to project

Adds a comment to the specified project

Request payment information

Requests payment information from the specified contact

Create journal

Creates a new journal

Add comment to retainer invoice

Adds a comment to the specified retainer invoice

Add comment to invoice

Adds a comment to the specified invoice

Create sales order

Creates a new sales order

Create delivery challan

Creates a new delivery challan

Create time entry

Creates a new time entry

Create invoice

Creates a new invoice

Assign user to project

Assigns the specified user to an existing project

Record vendor payment

Records a payment for an existing vendor invoice

Send sales order

Sends an existing sales order by email

Send invoice

Sends an existing invoice by email

Add comment to customer

Adds a comment to the specified customer

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 contact person

Creates a new contact person

Create payment link

Creates a new payment link

Create estimate

Creates a new estimate

Add comment to sales order

Adds a comment to the specified sales order

Create vendor credit

Creates a new vendor credit

Create bill

Creates a new bill

Create sales receipt

Creates a new sales receipt

Send purchase order

Sends an existing purchase order by email

Send estimate

Sends an existing estimate to the specified recipients

Add address

Adds an address to a customer or vendor contact

Record customer payment

Records a payment for an existing customer invoice

Create project

Creates a new project

Create inventory adjustment

Creates a new inventory adjustment

Record retainer invoice payment

Records payment for an existing retainer invoice

Mark as primary contact person

Marks the specified contact as the primary contact of the company

Create recurring invoice

Creates a new recurring invoice

Add user

Adds a new user

Add comment to bill

Adds a comment to the specified bill

Send retainer invoice

Sends an existing retainer invoice by email

Add comment to credit note

Adds a comment to the specified credit note

Create task

Creates a new task

Create vendor

Creates a new vendor

Create retainer invoice

Creates a new retainer invoice

Create credit note

Creates a new credit note

Send credit note

Sends the specified credit note to a recipient

Create custom module entry

Creates a new custom module entry

Add comment to vendor

Adds a comment to the specified vendor

Add comment to estimate

Adds a comment to the specified estimate

Create sales person

Creates a new sales person

Create expense

Creates a new expense

Create bank transaction

Creates a new bank transaction

Reject bill

Rejects an existing bill

Update expense

Updates the details of an existing expense

Stop or resume recurring invoice

Stops or resumes an existing recurring invoice

Update vendor credit

Updates the details of an existing vendor credit

Submit or approve purchase order

Submits or approves an existing purchase order

Submit or approve retainer invoice

Submits or approves an existing retainer invoice

Submit or approve vendor credit

Submits or approves an existing vendor credit

Update estimate status

Updates the status of an existing estimate

Submit or approve bill

Submits or approves an existing bill

Update bill

Updates the details of an existing bill

Reject purchase order

Rejects an existing purchase order

Update account

Updates the details of an account in the selected organization

Update recurring expense

Updates the details of an existing recurring expense

Update item

Updates the details of an existing item

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 credit note

Updates the details of an existing credit note

Update sales order

Updates the details of an existing sales order

Update purchase order

Updates the details of an existing purchase order

Update estimate

Updates the details of an existing estimate

Update address

Updates the details of an existing customer or vendor address

Reject estimate

Rejects an existing estimate

Lock transactions

Prevents transaction details prior to the selected date from being modified or deleted

Reject retainer invoice

Rejects an existing retainer invoice

Update credit note status

Updates the status of an existing credit note

Update invoice status

Updates the status of an existing invoice

Update invoice

Updates the details of an existing invoice

Update bill status

Updates the status of an existing bill

Update customer

Updates the details of an existing customer

Update recurring bill

Updates the details of an existing recurring bill

Submit or approve credit note

Submits or approves an existing credit note

Update recurring invoice

Updates the details of an existing recurring invoice

Update project

Updates the details of an existing project

Reject invoice

Rejects an existing invoice

Update delivery challan

Updates the details of an existing delivery challan

Reject sales order

Rejects an existing sales order

Update retainer invoice

Updates the details of an existing retainer invoice

Reject credit note

Rejects an existing credit note

Update task

Updates the details of an existing task

Update custom module entry

Updates the details of a existing custom module entry

Update contact person

Updates the details of an existing contact person

Update time entry

Updates an existing time entry

Update user status

Updates the status of an existing user

Unlock transaction

Unlocks the locked transactions to allow for modification or deletion

Stop or resume recurring expense

Stops or resumes an existing recurring expense

Update payment link

Updates the details of an existing payment link

Update vendor credit status

Updates the details of an existing credit status

Update project status

Updates the status of an existing project

Update journal

Updates the details of an existing journal

Reject vendor credit

Rejects an existing vendor credit

Update purchase order status

Updates the status of an existing purchase order

Update sales order status

Updates the status of an existing sales order

Apply credit to invoice

Adds a credit note to the specified invoice

Apply retainer invoice to invoice

Adds a retainer invoice to the specified invoice

Submit or approve estimate

Submits or approves an existing estimate

Update contact status

Updates the status of an existing customer or vendor

Update vendor

Updates the details of an existing vendor

Stop or resume recurring bill

Stops or resumes an existing recurring bill

Link customer to vendor

Links the customer to an existing vendor

Submit or approve invoice

Submits or approves an existing invoice

Update user

Updates the details of an existing user

Fetch payment link

Fetches the details of an existing payment link

Fetch purchase order

Fetches the details of an existing purchase order by its number

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 credit note

Fetches the details of an existing credit note by number

Fetch vendor payment

Fetches the details of an existing vendor payment

Fetch recurring invoice

Fetches the details of an existing recurring invoice by profile name

Fetch customer

Fetches the details of an existing customer

Fetch bill

Fetches the details of an existing bill

Fetch journal

Fetches the details of an existing journal

Fetch delivery challan

Fetches the details of an existing delivery challan

Fetch vendor credit

Fetches the details of an existing vendor credit

Fetch customer payment

Fetches the details of an existing customer payment

Fetch recurring bill

Fetches the details of an existing recurring bill

Fetch retainer invoice

Fetches the details of an existing retainer invoice by number

Convert sales order to invoice

Converts an existing sales order to an invoice

Fetch recurring expense

Fetches the details of an existing recurring expense by profile name

Fetch invoice

Fetches the details of an existing invoice

Fetch estimate

Fetches the details of an existing estimate by its number

Fetch sales receipt

Fetches the details of an existing sales receipt by number

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 inventory adjustment

Fetches the details of an existing inventory adjustment

Fetch custom module entry

Fetches the details of an existing custom module entry

Fetch bank account

Fetches the details of an existing bank account

Fetch project

Fetches the details of an existing project by name

Fetch sales order

Fetches the details of an existing sales order by number

Fetch account

Fetches the details of an existing account by its ID

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.

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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Webhook triggers

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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