Service Provider Pro + Zoho CRM Integration

Integrate Service Provider Pro to Zoho CRM in one click, or tell Integrately AI how you want each order handled. Create contacts, update module entries, log billing details, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Service Provider Pro
    Order is created in Service Provider Pro Instant
  • Service Provider Pro
    Order status is changed in Service Provider Pro Instant
  • Service Provider Pro
    Tag is added to order in Service Provider Pro Instant
  • Service Provider Pro
    Invoice is paid in Service Provider Pro Instant
  • Service Provider Pro
    Invoice is refunded in Service Provider Pro Instant
  • Service Provider Pro
    Account is created in Service Provider Pro Instant
  • Service Provider Pro
    Form is submitted in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is cancelled in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is paid in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is failed in Service Provider Pro Instant
  • Service Provider Pro
    Message is posted in Service Provider Pro Instant
  • Service Provider Pro
    Ticket is created in Service Provider Pro 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
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2.
  • 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 Service Provider Pro + Zoho CRM Integration

Capture orders, create contacts, update module entries, keep records current, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Service Provider Pro + Zoho CRM Integration

Create Zoho CRM module for new Service Provider Pro order

With this Service Provider Pro - Zoho CRM integration, whenever a new Service Provider Pro order is placed, a new Zoho CRM module will be created for it. This simple automation will help you keep track of your orders and make sure that each one is processed properly.

You can even customize your Zoho CRM spreadsheet to include whatever information you need, such as customer contact information, order details, and shipping information. This automation will save you time and ensure that your business runs smoothly.
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Service Provider Pro + Zoho CRM Integration

Create Zoho CRM contact from new Service Provider Pro order

As an online store owner, you're likely using Service Provider Pro to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Service Provider Pro with Zoho CRM? This integration will allow you to automatically create a contact for each new order in Zoho CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Connect more apps to your Service Provider Pro + Zoho CRM flow

Extend your core workflow by connecting payment gateways, messaging tools, and project boards. Pick a combination and activate it in one click.

Service Provider Pro
Zoho CRM
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StripeStripe (8)
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SlackSlack (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
Google DriveGoogle Drive (8)
+
MailchimpMailchimp (7)
+
AsanaAsana (8)
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When an order is created in Service Provider Pro, create a contact in Zoho CRM and create a customer in Stripe.
New Service Provider Pro orders instantly create contacts in Zoho CRM and customers in Stripe without manual data entry.
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When an invoice is paid in Service Provider Pro, update the Zoho CRM module entry and update the customer in Stripe.
Paid invoices in Service Provider Pro update your Zoho CRM module entry and keep Stripe customer details current.
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When a subscription is paid in Service Provider Pro, update the Zoho CRM entry and create a subscription in Stripe.
Paid subscriptions in Service Provider Pro update Zoho CRM records and create recurring billing profiles in Stripe.
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When an invoice is refunded in Service Provider Pro, create a Zoho CRM module entry and create a refund in Stripe.
Refunded invoices in Service Provider Pro log a module entry in Zoho CRM and process the refund record in Stripe.
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If a subscription payment fails in Service Provider Pro, update the Zoho CRM entry and cancel the subscription in Stripe.
Failed subscription payments in Service Provider Pro update Zoho CRM module entries and update Stripe billing statuses.
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When a subscription is cancelled in Service Provider Pro, update the Zoho CRM entry and cancel the subscription in Stripe.
Cancelled subscriptions in Service Provider Pro update Zoho CRM records and terminate Stripe billing profiles.
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Use Claude to summarise Service Provider Pro form submissions, update Zoho CRM contacts, and create customers in Stripe.
Claude summarises Service Provider Pro form data to update Zoho CRM contacts and provision Stripe customer records.
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When an order is created in Service Provider Pro, create a Zoho CRM contact, create a Stripe customer, and create an Asana task.
New Service Provider Pro orders trigger Zoho CRM contacts, Stripe customer accounts, and Asana onboarding tasks.

Supported triggers and actions for Service Provider Pro and Zoho CRM

Mix and match to build the exact automation you need

Service Provider Pro
Service Provider Pro Triggers & Actions
Instant
Order is created in Service Provider Pro
Triggers the automation when a new order is created
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Instant
Order status is changed in Service Provider Pro
Triggers the automation when the order status changes
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Instant
Tag is added to order in Service Provider Pro
Triggers the automation when a tag is added
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Instant
Invoice is paid in Service Provider Pro
Triggers the automation when an invoice is marked as paid
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Instant
Invoice is refunded in Service Provider Pro
Triggers the automation when an invoice is refunded
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Instant
Account is created in Service Provider Pro
Triggers the automation when a new account is created
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Instant
Form is submitted in Service Provider Pro
Triggers the automation when a form is filled
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Instant
Subscription is cancelled in Service Provider Pro
Triggers the automation when a subscription is cancelled
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Instant
Subscription is paid in Service Provider Pro
Triggers the automation when a subscription fee is successfully paid
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Instant
Subscription is failed in Service Provider Pro
Triggers the automation when a subscription payment has failed
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Instant
Message is posted in Service Provider Pro
Triggers the automation when a message is posted
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Instant
Ticket is created in Service Provider Pro
Triggers the automation when a new ticket is created
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No action is available
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
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Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
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What can you automate with Service Provider Pro + Zoho CRM?

Streamline your agency workflow by connecting orders, client records, and team notifications into seamless automated sequences.

What you can automate?
🔄
Sync Service Provider Pro orders to Zoho CRM contacts automatically
Every time an order is created in Service Provider Pro, a matching contact is created or updated in Zoho CRM instantly. Your customer database stays accurate without any manual copying.
📋
Capture every submitted form field and order detail
Map custom form submissions and order notes directly into Zoho CRM module entries. Your team gets complete client context right inside your CRM records.
🔔
Tell the right team member the moment an order arrives
Send instant notifications to your sales or support channels in Slack whenever a new Service Provider Pro order or support ticket is created.
🔀
Route records conditionally based on submitted values
Evaluate incoming form submissions or subscription tiers and create tailored Zoho CRM records or task assignments based on specific client criteria.
📊
Keep Zoho CRM updated as order statuses change
Automatically update Zoho CRM module entries whenever a Service Provider Pro order status is updated or a subscription is modified.
🔍
Prevent duplicate records with intelligent search and upsert
Search existing database records before creating new entries, ensuring contacts and leads are updated rather than duplicated in Zoho CRM.
💳
Handle payment and subscription lifecycle events
Automate workflows for paid invoices, refunded transactions, and cancelled subscriptions to keep your CRM financial history fully up to date.
🔗
Extend your workflow to accounting and project tools
Connect your Service Provider Pro and Zoho CRM data downstream to apps like Slack or Asana to coordinate cross-departmental execution.
And much more...

Who is Service Provider Pro + Zoho CRM integration for?

Agency owners, account managers, and sales teams use this integration to keep client data synchronized and eliminate manual data entry across platforms.

Agency directors and founders
Agency directors and founders
Sales representatives
Sales representatives
Account managers
Account managers
Agency operations leads
Agency operations leads
Customer success managers
Customer success managers
Finance administrators
Finance administrators
📈
Agency directors and founders
You review revenue reports and client acquisition metrics, but your CRM data is always missing recent Service Provider Pro orders, so the figures you present to stakeholders are hours out of date — with this integration, every new order updates your CRM instantly and your metrics stay accurate.
Sales representatives
You need to reach out the moment a prospective client submits an intake form, but you find out about new Service Provider Pro submissions too late, so leads go cold before you call — with this integration, every submission creates a CRM lead instantly and your team can follow up immediately.
🤝
Account managers
You answer to agency clients who want to see progress on their billing and service tickets, but you spend hours gathering status updates across platforms — this integration means every new Service Provider Pro ticket and invoice updates your CRM records automatically so clients always see accurate progress.
⚙️
Agency operations leads
You manage high volumes of client signups and subscriptions, but tracking them manually across Service Provider Pro and your CRM leads to missed entries and errors — automating both apps means every account creation and order flows directly into your CRM without manual data entry.
🎯
Customer success managers
You own the onboarding stage and depend on sales to hand over new client accounts, but delays between Service Provider Pro signups and CRM updates leave you waiting — with this integration, new accounts trigger instant CRM updates so onboarding starts right away.
💼
Finance administrators
You need a reliable history of all client billings and subscription payments, but you keep finding gaps between your invoicing platform and your CRM records — this integration means every paid invoice and cancelled subscription logs accurately in your CRM for a complete financial audit trail.
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Why choose Integrately to automate Service Provider Pro + Zoho CRM

Build and manage your Service Provider Pro + 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 Service Provider Pro + 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Service Provider Pro to Zoho CRM?
Frequently Asked Questions
You can connect Service Provider Pro to Zoho CRM instantly using 1-click ready workflows on Integrately. Select a pre-built template, authenticate your accounts, and let Integrately AI handle field mapping without any coding.
Can I automatically create Zoho CRM contacts from Service Provider Pro orders?
Frequently Asked Questions
Can I connect Service Provider Pro, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Service Provider Pro and Zoho CRM?
Frequently Asked Questions
How do Service Provider Pro form submissions sync with Zoho CRM?
Frequently Asked Questions
How are Zoho CRM module entries updated when Service Provider Pro subscription statuses change?
Frequently Asked Questions
Do I need coding skills to build a Service Provider Pro and Zoho CRM integration?
Frequently Asked Questions
Is the Service Provider Pro and Zoho CRM integration free?
Frequently Asked Questions
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