Lexware + Zoho CRM Integration

Integrate Lexware to Zoho CRM in one click, or tell Integrately AI how you want each contact handled. Create CRM records, log invoices, update your pipelines, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Lexware
    Delivery note is created in Lexware Instant
  • Lexware
    Contact is created in Lexware Instant
  • Lexware
    Contact is changed in Lexware Instant
  • Lexware
    Contact is deleted in Lexware Instant
  • Lexware
    Invoice is created in Lexware Instant
  • Lexware
    Invoice is changed in Lexware Instant
  • Lexware
    Invoice is deleted in Lexware Instant
  • Lexware
    Quotation is created in Lexware Instant
  • Lexware
    Quotation is changed in Lexware Instant
  • Lexware
    Quotation status is changed in Lexware Instant
  • Lexware
    Quotation is deleted in Lexware Instant
  • Lexware
    Order confirmation is created in Lexware Instant
  • Lexware
    Voucher is created in Lexware Instant
  • Lexware
    Invoice status is changed in Lexware Instant
  • Lexware
    Voucher status is changed in Lexware Instant
  • Lexware
    Order confirmation status is changed in Lexware Instant
  • Lexware
    Credit note is created in Lexware Instant
  • Lexware
    Credit note is changed in Lexware Instant
  • Lexware
    Credit note status is changed in Lexware Instant
  • Lexware
    Credit note is deleted in Lexware Instant
  • Lexware
    Voucher is changed in Lexware Instant
  • Lexware
    Voucher is deleted in Lexware Instant
  • Lexware
    Order confirmation is changed in Lexware Instant
  • Lexware
    Order confirmation is deleted in Lexware Instant
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
Arrow Right
2.
  • Lexware
    Get invoice by ID in Lexware
  • Lexware
    Create delivery note in Lexware
  • Lexware
    Create confirmation order in Lexware
  • Lexware
    Update article in Lexware
  • Lexware
    Search article by number in Lexware
  • Lexware
    Create a quotation in Lexware
  • Lexware
    Search contact in Lexware
  • Lexware
    Update contact in Lexware
  • Lexware
    Create contact in Lexware
  • Lexware
    Search contact by name in Lexware
  • Lexware
    Create an invoice in Lexware
  • Lexware
    Create a voucher in Lexware
  • Lexware
    Create a credit note in Lexware
  • Lexware
    Search invoice voucher list in Lexware
  • Lexware
    Create article in Lexware
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM

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Ready Workflows Ready Workflows for Lexware + Zoho CRM Integration

Capture contacts, sync invoices, keep your CRM updated, log quotations, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Lexware + Zoho CRM Integration

Create Zoho CRM module for new Lexware contact

When a new contact is created in your Lexware software, automatically create a module for them in your Zoho CRM. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Lexware + Zoho CRM Integration

Create Zoho CRM contact for new Lexware contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Zoho CRM contact and Lexware contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Zoho CRM + Lexware Integration

Create Lexware contact for new Zoho CRM module

Are you tired of manually creating Lexware contact for every new Zoho CRM module? Well, there's a better way! With our new automation, you can automatically create Lexware contact for new Zoho CRM modules.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Lexware {{action.Contact} creation!
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Zoho CRM + Lexware Integration

Create Lexware contact for new Zoho CRM contact

If you're using Zoho CRM to manage your sales leads, it's important to also use Lexware to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Zoho CRM, a corresponding contact will automatically be created in Lexware.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
Got a different task in mind? Describe it

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

Connect more apps to your Lexware + Zoho CRM flow

Send financial data to your team, notify stakeholders, and update secondary records instantly. Pick a combination and activate it in one click.

Lexware
Zoho CRM
+
StripeStripe (3)
+
SlackSlack (4)
+
HubSpotHubSpot (3)
+
GmailGmail (3)
+
Google DriveGoogle Drive (3)
+
MailchimpMailchimp (3)
L
Z
S
Add every new Lexware invoice to Zoho CRM, and create a matching customer in Stripe.
Lexware invoices generate Zoho CRM contacts and Stripe customers instantly, removing manual data entry.
L
Z
S
When an invoice status changes in Lexware, update Zoho CRM and generate a Stripe payment link.
Invoice updates in Lexware adjust Zoho CRM records and create payment links in Stripe immediately.
L
Z
S
When a credit note is created in Lexware, update Zoho CRM and record a refund in Stripe.
Credit notes in Lexware update Zoho CRM records and process refunds in Stripe automatically.

Supported triggers and actions for Lexware and Zoho CRM

Mix and match to build the exact automation you need

Lexware
Lexware Triggers & Actions
Instant
Delivery note is created in Lexware
Triggers the automation when a delivery note is created
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Instant
Contact is created in Lexware
Triggers the automation when a new contact is created
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Instant
Contact is changed in Lexware
Triggers the automation when a contact is updated
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Instant
Contact is deleted in Lexware
Triggers the automation when a contact is removed from the particular list
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Instant
Invoice is created in Lexware
Triggers the automation when any invoice is added or modified
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Instant
Invoice is changed in Lexware
Triggers the automation when any invoice is modified
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Instant
Invoice is deleted in Lexware
Triggers the automation when an invoice is deleted
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Instant
Quotation is created in Lexware
Triggers the automation when a new quotation is created
Try it →
Instant
Quotation is changed in Lexware
Triggers the automation when any quotation is modified
Try it →
Instant
Quotation status is changed in Lexware
Triggers the automation when the status of a quotation is changed
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Instant
Quotation is deleted in Lexware
Triggers the automation when any quotation is deleted
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Instant
Order confirmation is created in Lexware
Triggers the automation when a new order confirmation document is generated
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Instant
Voucher is created in Lexware
Triggers the automation when a new voucher is created
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Instant
Invoice status is changed in Lexware
Triggers the automation when the status of any invoice is updated
Try it →
Instant
Voucher status is changed in Lexware
Triggers the automation when the status of a voucher is changed
Try it →
Instant
Order confirmation status is changed in Lexware
Triggers the automation when the status of an order confirmation document is updated
Try it →
Instant
Credit note is created in Lexware
Triggers the automation when a new credit note is generated
Try it →
Instant
Credit note is changed in Lexware
Triggers the automation when a credit note is modified
Try it →
Instant
Credit note status is changed in Lexware
Triggers the automation when the status of a credit note is changed
Try it →
Instant
Credit note is deleted in Lexware
Triggers the automation when a credit note is deleted
Try it →
Instant
Voucher is changed in Lexware
Triggers the automation when a voucher is modified
Try it →
Instant
Voucher is deleted in Lexware
Triggers the automation when a voucher is deleted
Try it →
Instant
Order confirmation is changed in Lexware
Triggers the automation when an existing order confirmation document is modified
Try it →
Instant
Order confirmation is deleted in Lexware
Triggers the automation when an existing order confirmation document is deleted
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Get invoice by ID in Lexware
Generates a new invoice
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Create delivery note in Lexware
Creates a new delivery note
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Create confirmation order in Lexware
Creates a confirmation order
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Update article in Lexware
Modifies an existing article
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Search article by number in Lexware
Retrieves information about a specific article
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Create a quotation in Lexware
Creates a new workspace
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Search contact in Lexware
Finds and retrieves contact information
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Update contact in Lexware
Updates contact information with new details
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Create contact in Lexware
Adds a new contact to the database
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Search contact by name in Lexware
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Create an invoice in Lexware
Generates a new invoice
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Create a voucher in Lexware
Generates unique voucher codes
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Create a credit note in Lexware
Creates a new credit note
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Search invoice voucher list in Lexware
Searches for a invoice voucher list
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Create article in Lexware
Adds a new article to the database
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Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
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Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
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Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
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Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
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Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
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Lead is created in Zoho CRM
Triggers the automation when a new lead is created
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Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
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User is created in Zoho CRM
Triggers the automation when a new user is created
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Create or Update Lead in Zoho CRM
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Add attachment in Zoho CRM
Adds an attachment to an email or message
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Create module entry in Zoho CRM
Creates a new entry in a module
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Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
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Update module entry in Zoho CRM
Updates the information for a module entry
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Search module entry in Zoho CRM
Searches for a module entry
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Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
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Create or Update Contact in Zoho CRM
Adds or update contact information
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Search contact in Zoho CRM
Finds and retrieves contact information
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Convert lead in Zoho CRM
Convert potential leads into customers
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Search lead in Zoho CRM
Retrieves information for a particular lead
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Add note to module entry in Zoho CRM
Adds a note to a module entry
Try it →
Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
Try it →

What can you automate with Lexware + Zoho CRM?

Streamline your accounting and customer management workflows with powerful, reliable automated actions.

What you can automate?
🔄
Sync new contacts and invoices instantly
Automatically create or update Zoho CRM contacts whenever a new contact or invoice is generated in Lexware, eliminating manual data transfer.
📋
Capture complete quotation and order details
Map all submitted quotation items and order confirmation fields directly into Zoho CRM module entries for comprehensive record keeping.
🔔
Alert your team about billing events
Notify your sales or finance channel on Slack the moment an invoice status changes or a new credit note is created in Lexware.
🔀
Route records based on invoice values
Create priority leads in Zoho CRM for high-value Lexware invoices while handling standard inquiries through regular pipeline stages.
📝
Keep CRM modules updated on status changes
Automatically update Zoho CRM module entries whenever quotation statuses or invoice details are modified in Lexware.
👥
Prevent duplicate records with smart matching
Search and update existing contacts or leads in Zoho CRM rather than generating duplicate profiles for recurring Lexware transactions.
💳
Handle credit notes and status shifts
Automatically update customer records and log adjustments in Zoho CRM when credit notes or vouchers are issued in Lexware.
🌐
Extend your workflow to external apps
Trigger secondary actions in Slack, Gmail, or Stripe once your Lexware and Zoho CRM workflows complete successfully.
And much more...

Who is Lexware + Zoho CRM integration for?

Connecting Lexware and Zoho CRM streamlines financial reporting, contact synchronization, and pipeline tracking for growing business teams.

Finance directors
Finance directors
Sales managers
Sales managers
Account managers
Account managers
Operations coordinators
Operations coordinators
Account executives
Account executives
Business auditors
Business auditors
📈
Finance directors
You're reconciling revenue reports between billing software and sales databases, but manual exports leave ledger counts outdated for hours — automating both apps means every new transaction updates your CRM ledger instantly and your financial visibility stays current.
Sales managers
You need to track new client accounts the moment invoices are issued, but delays in manual entry mean reps find out too late — with this integration, every new billing record creates a corresponding CRM entry instantly and your team can follow up right away.
🤝
Account managers
You answer to external clients who want immediate confirmation when quotations or invoices are generated, but switching systems causes friction — this integration means every billing document update syncs across tools and your clients receive accurate status reports without delay.
📦
Operations coordinators
The volume of new customer orders and quotations is too high for anyone to keep up by hand, leading to missed entries across platforms — automating these apps means every order confirmation creates a CRM record instantly and your back office runs without bottlenecks.
💼
Account executives
You depend on accounting teams to log new client sign-ups before you can start onboarding tasks, but handovers are slow — this integration means every new Lexware contact populates your Zoho CRM pipeline automatically and you can begin customer setup right away.
🗂️
Business auditors
You need a reliable history of all commercial agreements and invoices, but manual copying leaves frustrating gaps in customer logs — automating both apps means every quotation and invoice creates an immutable CRM audit trail and your records remain complete.
Our team

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Why choose Integrately to automate Lexware + Zoho CRM

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

1,500+ apps connected
1,500+ apps connected
Connect Lexware + Zoho CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
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Automation is ready
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Frequently Asked Questions

How do I connect Lexware to Zoho CRM?
Frequently Asked Questions
You can connect Lexware to Zoho CRM using 1-click automations on Integrately. Choose from ready templates or ask Integrately AI to build your exact workflow connecting Lexware, Zoho CRM, and apps like Slack and HubSpot.
Can I automatically sync Lexware invoices to Zoho CRM contacts?
Frequently Asked Questions
Can I connect Lexware, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Lexware and Zoho CRM?
Frequently Asked Questions
How does Lexware handle contact creation and updates in automation?
Frequently Asked Questions
How does Zoho CRM handle module entries from Lexware?
Frequently Asked Questions
Do I need coding skills to automate Lexware and Zoho CRM?
Frequently Asked Questions
Is the Lexware and Zoho CRM integration free?
Frequently Asked Questions
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