Exact Online + Zoho CRM Integration

Q: Can I automatically sync my Exact Online contacts to Zoho CRM in real time?

Exact Online contact changes update your Zoho CRM records instantly. You can activate a ready workflow in 1 click or use Integrately AI for custom workflows.

Q: Can I connect Exact Online, Zoho CRM, and Slack?

Exact Online, Zoho CRM, and Slack work together seamlessly in multi-step automations. You can also connect Hubspot, Mailchimp, and 1,500+ other apps.

Q: What is a good Zapier alternative for Exact Online and Zoho CRM?

Most alternatives lack the ease and speed that 42,000+ active users enjoy on Integrately. It features 20 million+ templates and 24/5 live chat support for Exact Online and Zoho CRM.

Q: How are contact updates handled between Exact Online and Zoho CRM?

Exact Online contact updates trigger automated record syncing in Zoho CRM. There's a ready template — start from the Exact Online and Zoho CRM integration.

Q: Can I update Zoho CRM when an item is modified in Exact Online?

Exact Online item updates trigger module entry updates in Zoho CRM automatically. There's a ready template — start from the Exact Online and Zoho CRM integration.

Q: Do I need coding skills to automate Exact Online and Zoho CRM?

Exact Online and Zoho CRM integration requires zero coding experience. You can choose from ready templates or ask Integrately AI to build the automation.

Q: Is the Exact Online and Zoho CRM integration free?

Exact Online and Zoho CRM integration offers a free forever plan available on Integrately. You can get started with ready templates immediately.

Integrate Exact Online to Zoho CRM in one click, or tell Integrately AI how you want each contact handled. Sync contact details, update customer records, alert your team, and trigger follow-ups automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Item is created or updated in Exact Online Instant
Account is created or updated in Exact Online Instant
Contact is created or updated in Exact Online Instant
Contact is created in Zoho CRM
Contact is updated in Zoho CRM
Module entry is created/updated in Zoho CRM Instant
Module entry is updated in Zoho CRM Instant
Module entry is added in Zoho CRM Instant
Lead is created in Zoho CRM
Lead is updated in Zoho CRM
User is created in Zoho CRM

Search cost centre by code in Exact Online
Create account in Exact Online
Create address in Exact Online
Create bank account in Exact Online
Create cost centre in Exact Online
Create cost unit in Exact Online
Create project in Exact Online
Create item in Exact Online
Search account by name in Exact Online
Search address by contact name in Exact Online
Search bank account by account name in Exact Online
Search contact by first name in Exact Online
Create contact in Exact Online
Search cost unit by code in Exact Online
Search item by code in Exact Online
Create document in Exact Online
Delete account in Exact Online
Delete contact in Exact Online
Update account in Exact Online
Update contact in Exact Online
Update address in Exact Online
Update cost center in Exact Online
Update cost unit in Exact Online
Search document by accountName in Exact Online
Create or Update Lead in Zoho CRM
Add attachment in Zoho CRM
Create module entry in Zoho CRM
Create or Update Module Entry in Zoho CRM
Update module entry in Zoho CRM
Search module entry in Zoho CRM
Get module entry by Id in Zoho CRM
Create or Update Contact in Zoho CRM
Search contact in Zoho CRM
Convert lead in Zoho CRM
Search lead in Zoho CRM
Add note to module entry in Zoho CRM
Add tag in Zoho CRM

Trusted by experts at...

Ready Workflows for Exact Online + Zoho CRM Integration

Sync contacts, update customer records, keep accounts current, alert your team, and trigger follow-ups, all in just one click.

Create Exact Online contact for new Zoho CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Zoho CRM, this automation will automatically create a contact in Exact Online.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Zoho CRM and Exact Online!

Activate

Create Zoho CRM contact for new Exact Online contact

If you are using Exact Online, then you may want to also use Zoho CRM to manage your customer relationships. With the help of this automation, whenever you create a contact in Exact Online, a corresponding contact will be created in Zoho CRM.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + Zoho CRM flow

Keep your finance, marketing, and support channels updated the moment a contact changes. Pick a combination and activate it in one click.

Hubspot (5)

Mailchimp (5)

QuickBooks Online (5)

Slack (5)

Stripe (5)

Google Sheets (5)

Create a HubSpot contact whenever a contact is created or updated in Exact Online, and update the record in Zoho CRM.

New Exact Online contacts appear in HubSpot and Zoho CRM instantly, eliminating manual copy-pasting.

When a contact is created or updated in Exact Online, create or update the record in Zoho CRM and send an email in HubSpot.

Exact Online contact changes update Zoho CRM and trigger an instant notification email in HubSpot.

If an Exact Online contact has an account name, create or update the contact in Zoho CRM and create a deal in HubSpot.

Exact Online account contacts update Zoho CRM and automatically open a new deal in HubSpot.

Use ChatGPT to analyze Exact Online contact updates, update Zoho CRM, and create a targeted task in HubSpot.

ChatGPT summarizes Exact Online contact changes before updating Zoho CRM and assigning a HubSpot task.

When an Exact Online contact is created or updated, update Zoho CRM, create a HubSpot contact, and log a note in Slack.

Exact Online updates sync to Zoho CRM and HubSpot while notifying your team in Slack.

Add or update every Exact Online contact in your Mailchimp audience, and update the record in Zoho CRM.

Exact Online contact changes instantly sync to Mailchimp and Zoho CRM without manual exports.

When an Exact Online contact is updated, update Zoho CRM and send a welcome campaign email in Mailchimp.

Exact Online contact updates trigger Zoho CRM syncing and instant Mailchimp campaign emails.

If an Exact Online contact matches specific criteria, update Zoho CRM and add them to a Mailchimp segment.

Filtered Exact Online contacts update Zoho CRM and join targeted Mailchimp segments automatically.

Use Claude to categorize Exact Online contact updates, update Zoho CRM, and tag the subscriber in Mailchimp.

Claude categorizes Exact Online contacts before updating Zoho CRM and tagging the Mailchimp profile.

When an Exact Online contact updates, update Zoho CRM, sync to Mailchimp, and alert your team in Slack.

Exact Online contact changes update Zoho CRM, sync to Mailchimp, and notify Slack.

Create a QuickBooks Online customer whenever a contact is created or updated in Exact Online, and update Zoho CRM.

Exact Online contact changes automatically create QuickBooks customers and update Zoho CRM records.

When an Exact Online contact updates, update Zoho CRM and create a QuickBooks Online invoice.

Exact Online updates trigger Zoho CRM syncing and instant QuickBooks Online invoice creation.

If an Exact Online contact has billing details, update Zoho CRM and create a QuickBooks Online sales receipt.

Exact Online billing details update Zoho CRM and generate a QuickBooks Online sales receipt.

Use Gemini to parse Exact Online contact updates, update Zoho CRM, and create a QuickBooks Online estimate.

Gemini analyzes Exact Online contacts before updating Zoho CRM and creating a QuickBooks estimate.

When an Exact Online contact updates, update Zoho CRM, create a QuickBooks customer, and notify Slack.

Exact Online contact updates sync to Zoho CRM and QuickBooks Online while notifying Slack.

Update Zoho CRM whenever a contact is created or updated in Exact Online, and notify your team in Slack.

Exact Online contact updates sync to Zoho CRM instantly and alert your team on Slack.

When an Exact Online item is created or updated, update Zoho CRM and post an alert in Slack.

Exact Online item changes update Zoho CRM and broadcast an instant alert in Slack.

If an Exact Online account is created or updated, update Zoho CRM and alert the account manager in Slack.

Exact Online account changes update Zoho CRM and notify the assigned manager in Slack.

Use Perplexity to summarize Exact Online contact updates, update Zoho CRM, and broadcast the brief in Slack.

Perplexity analyzes Exact Online contact changes before updating Zoho CRM and posting to Slack.

When an Exact Online contact updates, update Zoho CRM, log it in Google Sheets, and notify Slack.

Exact Online contact updates sync to Zoho CRM and Google Sheets while notifying Slack.

Create a Stripe customer whenever a contact is created or updated in Exact Online, and update Zoho CRM.

Exact Online contact updates automatically generate Stripe customers and update Zoho CRM records.

When an Exact Online contact updates, update Zoho CRM and create a Stripe payment link.

Exact Online contact changes update Zoho CRM and generate instant Stripe payment links.

If an Exact Online contact has subscription details, update Zoho CRM and create a Stripe subscription.

Exact Online subscription data updates Zoho CRM and provisions recurring Stripe billing.

Use Claude to evaluate Exact Online contact data, update Zoho CRM, and create a Stripe invoice.

Claude analyzes Exact Online contacts before updating Zoho CRM and issuing a Stripe invoice.

When an Exact Online contact updates, update Zoho CRM, create a Stripe customer, and notify Slack.

Exact Online contact updates sync to Zoho CRM and Stripe while notifying Slack.

Add a spreadsheet row in Google Sheets whenever a contact is created or updated in Exact Online, and update Zoho CRM.

Exact Online contact updates instantly log rows in Google Sheets and update Zoho CRM.

When an Exact Online item updates, update Zoho CRM and log the details in Google Sheets.

Exact Online item changes update Zoho CRM and append structured rows in Google Sheets.

If an Exact Online account updates, update Zoho CRM and log the record in Google Sheets.

Exact Online account changes update Zoho CRM and add tracked rows in Google Sheets.

Use ChatGPT to summarize Exact Online contact updates, update Zoho CRM, and log the brief in Google Sheets.

ChatGPT analyzes Exact Online contact changes before updating Zoho CRM and logging to Google Sheets.

When an Exact Online contact updates, update Zoho CRM, log to Google Sheets, and notify Slack.

Exact Online contact updates sync to Zoho CRM and Google Sheets while notifying Slack.

Supported triggers and actions for Exact Online and Zoho CRM

Mix and match to build the exact automation you need

Exact Online Triggers & Actions

Instant

Item is created or updated in Exact Online

Triggers the automation when an item is created or updated

Try it →

Instant

Account is created or updated in Exact Online

Triggers the automation when an account is created or updated

Try it →

Instant

Contact is created or updated in Exact Online

Triggers the automation when a contact is created or updated

Try it →

Zoho CRM Triggers & Actions

Contact is created in Zoho CRM

Triggers the automation when a new contact is created

Try it →

Contact is updated in Zoho CRM

Triggers the automation when a contact is updated

Try it →

Instant

Module entry is created/updated in Zoho CRM

Triggers the automation when a module entry is created or updated

Try it →

Instant

Module entry is updated in Zoho CRM

Triggers the automation when any module entry is modified

Try it →

Instant

Module entry is added in Zoho CRM

Triggers the automation when a new entry is added to a module

Try it →

Lead is created in Zoho CRM

Triggers the automation when a new lead is created

Try it →

Lead is updated in Zoho CRM

Triggers the automation when the lead information is updated

Try it →

User is created in Zoho CRM

Triggers the automation when a new user is created

Try it →

What can you automate with Exact Online + Zoho CRM?

Streamline your lead management, sync customer data instantly, and eliminate manual entry between Exact Online and Zoho CRM.

Get Started For Free

🔄

Sync contact records automatically across platforms

Whenever a contact is created or updated in Exact Online, your Zoho CRM database updates instantly. Eliminate manual data entry and keep your customer records perfectly aligned.

📋

Capture every submitted field and detail

Map all available contact attributes and custom fields from Exact Online directly into Zoho CRM instead of basic names and emails, ensuring comprehensive records.

🔔

Alert your team the moment updates happen

Trigger instant team notifications in Slack or via email whenever important contact or account changes occur in Exact Online and sync to Zoho CRM.

🔀

Route records based on submitted criteria

Evaluate submitted contact details and account names to route records to specific sales pipelines or update distinct modules in Zoho CRM automatically.

⏱️

Keep your CRM destination continuously updated

Ensure your CRM database reflects the latest financial and account adjustments without requiring scheduled batch exports or manual reviews.

🔍

Prevent duplicates with smart search and update

Search existing database entries before creating new records, ensuring exact matching and clean updates across Exact Online and Zoho CRM.

🏷️

Handle later status changes and updates

Automatically update contact stages, add tags, or modify module entries in Zoho CRM when account statuses or details change in Exact Online.

🔌

Extend your workflow to Slack

Connect your core Exact Online and Zoho CRM integration to Slack to broadcast important account updates and keep cross-functional teams informed.

And much more...

Who is Exact Online + Zoho CRM integration for?

Accountants, sales managers, and business owners depend on this integration to eliminate manual data entry, keep customer records perfectly synced, and streamline daily operations across platforms.

Finance and accounting teams

Sales development reps

Client account managers

High-volume operations teams

Sales operations managers

Business administrators

📈

Finance and accounting teams

You're reviewing contact records in Exact Online but your CRM numbers only update when someone manually exports data, so the financial reports you're presenting are always a few hours behind — with this integration, every contact update lands in Zoho CRM instantly and your figures stay current.

⚡

Sales development reps

You're managing incoming client accounts in Exact Online, but your team finds out about new opportunities too late because updates require manual copy-pasting, so hot leads go cold before anyone reaches out — automating both apps means every contact lands in Zoho CRM the moment it changes so you can follow up immediately.

🤝

Client account managers

You're updating project and contact details in Exact Online, but clients and stakeholders see outdated information because details take hours to reach your CRM, leaving everyone confused — connecting these apps means every update is reflected instantly so all stakeholders see the exact current status.

📊

High-volume operations teams

You're processing high volumes of new accounts and contacts in Exact Online, but manual entry leads to missed records and severe backlogs as volume spikes, creating blind spots across your pipeline — automating both apps means every account and contact syncs straight to Zoho CRM without manual effort.

💼

Sales operations managers

You're setting up new client records in Exact Online and depending on upstream teams to hand over lead data manually, resulting in delayed hand-offs and stalled pipelines — with this integration, every contact syncs straight to Zoho CRM the second it is created so sales can start work right away.

🗂️

Business administrators

You're maintaining customer histories in Exact Online, but fragmented records across platforms leave frustrating gaps in your audit trails and client timelines — automating both apps means every contact and account change is logged seamlessly in Zoho CRM with complete accuracy.

Try This Integration – No Code Needed

Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Exact Online + Zoho CRM

Build and manage your Exact Online + Zoho CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Exact Online + Zoho CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

How Integrately Works?

Select Automation

Connect Accounts

That’s it! You just connected Google Sheets to Trello

Automation is ready

Connect Exact Online + Zoho CRM Now

In Just 1 Click!

Price Comparison with Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2

ProductHunt

Most upvoted product of the month

▲ 2000+

Connect Exact Online + Zoho CRM Now

In Just 1 Click!

Frequently Asked Questions

How do I connect Exact Online to Zoho CRM?

You can connect Exact Online to Zoho CRM in 1 click using ready templates or ask Integrately AI to build the automation. It links seamlessly with Hubspot, Slack, and Google Sheets to keep your data flowing.

Can I automatically sync my Exact Online contacts to Zoho CRM in real time?

Can I connect Exact Online, Zoho CRM, and Slack?

What is a good Zapier alternative for Exact Online and Zoho CRM?

How are contact updates handled between Exact Online and Zoho CRM?

Can I update Zoho CRM when an item is modified in Exact Online?

Do I need coding skills to automate Exact Online and Zoho CRM?

Is the Exact Online and Zoho CRM integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Exact Online or Zoho CRM With 1500+ Other Apps

Popular Exact Online Integrations

Connect Exact Online to accounting, project management, and billing tools to streamline your financial operations.

See All
Exact Online Integrations

No popular apps found

Popular Zoho CRM Integrations

Sync Zoho CRM with email marketing, customer support, and analytics tools to manage your pipelines effectively.

See All
Zoho CRM Integrations

No popular apps found

Exact Online + Zoho CRM Integration

Integrate Exact Online to Zoho CRM in one click, or tell Integrately AI how you want each contact handled. Sync contact details, update customer records, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Exact Online + Zoho CRM Integration

Sync contacts, update customer records, keep accounts current, alert your team, and trigger follow-ups, all in just one click.

Create Exact Online contact for new Zoho CRM contact

Create Zoho CRM contact for new Exact Online contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + Zoho CRM flow

Keep your finance, marketing, and support channels updated the moment a contact changes. Pick a combination and activate it in one click.

Supported triggers and actions for Exact Online and Zoho CRM

Mix and match to build the exact automation you need

What can you automate with Exact Online + Zoho CRM?

Streamline your lead management, sync customer data instantly, and eliminate manual entry between Exact Online and Zoho CRM.

Who is Exact Online + Zoho CRM integration for?

Accountants, sales managers, and business owners depend on this integration to eliminate manual data entry, keep customer records perfectly synced, and streamline daily operations across platforms.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Exact Online + Zoho CRM

Build and manage your Exact Online + Zoho CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Exact Online or Zoho CRM With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Exact Online + Zoho CRM Integration

Integrate Exact Online to Zoho CRM in one click, or tell Integrately AI how you want each contact handled. Sync contact details, update customer records, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Exact Online + Zoho CRM Integration

Sync contacts, update customer records, keep accounts current, alert your team, and trigger follow-ups, all in just one click.

Create Exact Online contact for new Zoho CRM contact

Create Zoho CRM contact for new Exact Online contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + Zoho CRM flow

Keep your finance, marketing, and support channels updated the moment a contact changes. Pick a combination and activate it in one click.

Supported triggers and actions for Exact Online and Zoho CRM

Mix and match to build the exact automation you need

What can you automate with Exact Online + Zoho CRM?

Streamline your lead management, sync customer data instantly, and eliminate manual entry between Exact Online and Zoho CRM.

Who is Exact Online + Zoho CRM integration for?

Accountants, sales managers, and business owners depend on this integration to eliminate manual data entry, keep customer records perfectly synced, and streamline daily operations across platforms.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Exact Online + Zoho CRM

Build and manage your Exact Online + Zoho CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Exact Online or Zoho CRM With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click