An automated workflow using integromat
Connects QuickBooks Online + Zoho CRM
Add new QuickBooks customers to Zoho CRM as contacts
About this workflow template
This automation scenario allows you to connect QuickBooks Online and Zoho CRM
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
QuickBooks Online and Zoho CRM can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in QuickBooks Online
New Event in QuickBooks Online
Triggers when a new event is created.
Then these actions happen in Zoho CRM and Zoho CRM
Get a Customer in QuickBooks Online
Returns info about a customer.
Create an Object in Zoho CRM
Creates a new object.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new QuickBooks customers to Zoho CRM as contacts.
Part I
Configure Applications
First, we need to connect QuickBooks Online and Zoho CRM to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect QuickBooks Online to Make.com.
Give Make.com access to your QuickBooks Online account, using QuickBooks Online credentials.
Connect Zoho CRM to Make.com.
Give Make.com access to your Zoho CRM account, using Zoho CRM credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for QuickBooks Online
Choose the following trigger: New Event (Triggers when a new event is created.).
Then set up an Action for QuickBooks Online
Choose this action: Get a Customer (Returns info about a customer.).
Then set up another Action for Zoho CRM
Choose this action: Create an Object (Creates a new object.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between QuickBooks Online and Zoho CRM.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new QuickBooks customers to Zoho CRM as contacts!
Related Automation Templates
Supported triggers and actions
New customer
Triggered when you add a new customer.
triggerbyzapierautomateiopabbly-connectNew invoice
Triggered when you add a new invoice.
triggerbyzapierautomateiopabbly-connectNew payment
Triggered when a payment is received (with line item support).
triggerbyzapierautomateiopabbly-connectNew event
Triggers when a new event is created.
triggerbyintegromatNew estimate
Triggered when you add a new estimate.
triggerbyzapierautomateiopabbly-connectNew sales receipt
Triggered when a new sales receipt is added (with line item support).
triggerbyzapierautomateiopabbly-connect
Create module entry
Creates a new entry in a module
actionbyzapierintegratelyCreate/update module entry
Create or update module entries
actionbyzapierUpdate module entry
Update existing entry in the selected module
actionbyzapierintegratelypabbly-connectCreate an object
Creates a new object.
actionbyintegromatAdd tag
Add new tag to existing module entries
actionbyzapierintegratelyFind module entry
Finds an entry in a module
actionbyzapier
Apps you need
QuickBooks Online alternatives
Zoho CRM is a powerful web-based CRM software that helps businesses attract, retain, and satisfy customers. It offers automated sales, seamless integration with popular business apps, and a comprehensive suite of features for managing leads, sales, marketing campaigns, customer support, and more. Transform your business with the world's favorite CRM system.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
