Zoho Books + Zoho CRM Integration

Integrate Zoho Books to Zoho CRM in one click, or tell Integrately AI how you want each customer handled. Create contacts, update invoices, sync payments, alert your team, and trigger follow-ups automatically.

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1.
  • Zoho Books
    Invoice is created in Zoho Books Instant
  • Zoho Books
    Customer payment is created in Zoho Books Instant
  • Zoho Books
    Vendor payment is created in Zoho Books Instant
  • Zoho Books
    Customer is created in Zoho Books Instant
  • Zoho Books
    Customer is updated in Zoho Books Instant
  • Zoho Books
    Sales order is created in Zoho Books Instant
  • Zoho Books
    Purchase order is created in Zoho Books Instant
  • Zoho Books
    Estimate is created in Zoho Books Instant
  • Zoho Books
    Expense is created in Zoho Books Instant
  • Zoho Books
    Item is created in Zoho Books Instant
  • Zoho Books
    Bill is created in Zoho Books Instant
  • Zoho Books
    Credit note is created in Zoho Books Instant
  • Zoho Books
    Delivery challan is created in Zoho Books Instant
  • Zoho Books
    Recurring bill is created in Zoho Books Instant
  • Zoho Books
    Recurring expense is created in Zoho Books Instant
  • Zoho Books
    Recurring invoice is created in Zoho Books Instant
  • Zoho Books
    Project is created in Zoho Books Instant
  • Zoho Books
    Vendor is created in Zoho Books Instant
  • Zoho Books
    Timesheet is created in Zoho Books 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 Books
    Delete time entry in Zoho Books
  • Zoho Books
    Search vendor in Zoho Books
  • Zoho Books
    Create time entry in Zoho Books
  • Zoho Books
    Search time entry by project in Zoho Books
  • Zoho Books
    Update time entry in Zoho Books
  • Zoho Books
    Create project in Zoho Books
  • Zoho Books
    Get invoice Pdf by ID in Zoho Books
  • Zoho Books
    Mark invoice as draft in Zoho Books
  • Zoho Books
    Send an invoice in Zoho Books
  • Zoho Books
    Mark invoice as void in Zoho Books
  • Zoho Books
    Search invoice by combination of filter in Zoho Books
  • Zoho Books
    Update sales invoice in Zoho Books
  • Zoho Books
    Create sales invoice in Zoho Books
  • Zoho Books
    Search invoice in Zoho Books
  • Zoho Books
    Create customer in Zoho Books
  • Zoho Books
    Search customer in Zoho Books
  • Zoho Books
    Get customer by id in Zoho Books
  • Zoho Books
    Create item in Zoho Books
  • Zoho Books
    Search item in Zoho Books
  • Zoho Books
    Create estimate in Zoho Books
  • Zoho Books
    Create sales order in Zoho Books
  • Zoho Books
    Get line items by sales order ID in Zoho Books
  • Zoho Books
    Update sales order in Zoho Books
  • Zoho Books
    Create payment in Zoho Books
  • Zoho Books
    Search account in Zoho Books
  • Zoho Books
    Create purchase order in Zoho Books
  • Zoho Books
    Create task in Zoho Books
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create or Update Lead 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 Zoho Books + Zoho CRM Integration

Create customer profiles, sync invoices, update order records, alert your team, and send payment reminders, all in just one click.

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

Create Zoho CRM contact for new Zoho Books customer

If you are using Zoho Books, then you may want to also use Zoho CRM to manage your customer relationships. With the help of this automation, whenever you create a customer in Zoho Books, 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?
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Connect more apps to your Zoho Books + Zoho CRM flow

Connect your accounting and CRM tools with messaging, marketing, and payment platforms to streamline your entire business operations. Pick a combination and activate it in one click.

Zoho Books
Zoho CRM
+
StripeStripe (4)
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MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
CalendlyCalendly (4)
+
QuickBooks OnlineQuickBooks Online (4)
Z
Z
S
Create a contact in Zoho CRM when a customer is created in Zoho Books, and create a customer in Stripe.
New Zoho Books customers automatically create records in Zoho CRM and Stripe, eliminating manual data entry across all three platforms.
Z
Z
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When a customer payment is created in Zoho Books, update the contact in Zoho CRM and create a payment link in Stripe.
Payment events in Zoho Books update your Zoho CRM contact and generate new payment links in Stripe instantly.
Z
Z
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If a sales order is created in Zoho Books, create a lead in Zoho CRM and generate an invoice in Stripe.
New sales orders in Zoho Books trigger lead updates in Zoho CRM and new invoices in Stripe automatically.
S
C
Z
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Use ChatGPT to summarise payment details from Stripe, update the contact in Zoho CRM, and create an invoice in Zoho Books.
ChatGPT extracts and summarizes Stripe payment details, updating your Zoho CRM contact and creating a Zoho Books invoice.

Supported triggers and actions for Zoho Books and Zoho CRM

Mix and match to build the exact automation you need

Zoho Books
Zoho Books Triggers & Actions
Instant
Invoice is created in Zoho Books
Triggers the automation when any invoice is added or modified
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Instant
Customer payment is created in Zoho Books
Triggers the automation when payment is made by customer
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Instant
Vendor payment is created in Zoho Books
Triggers the automation when a vendor payment is created
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Instant
Customer is created in Zoho Books
Triggers the automation when a new customer is created
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Instant
Customer is updated in Zoho Books
Triggers the automation when customer details are updated
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Instant
Sales order is created in Zoho Books
Triggers the automation when a sales order is created
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Instant
Purchase order is created in Zoho Books
Triggers the automation when a new purchase order is created
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Instant
Estimate is created in Zoho Books
Triggers the automation when a new estimate is created
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Instant
Expense is created in Zoho Books
Triggers the automation when a new expense is added
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Instant
Item is created in Zoho Books
Triggers the automation when a new item is created
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Instant
Bill is created in Zoho Books
Triggers the automation when a new bill is created
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Instant
Credit note is created in Zoho Books
Triggers the automation when a new credit note is generated
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Instant
Delivery challan is created in Zoho Books
Triggers the automation when a Delivery challan is created
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Instant
Recurring bill is created in Zoho Books
Triggers the automation when a recurring bill is created
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Instant
Recurring expense is created in Zoho Books
Triggers the automation when a recurring expense is created
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Instant
Recurring invoice is created in Zoho Books
Triggers the automation when a recurring invoice is created
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Instant
Project is created in Zoho Books
Triggers the automation when a new project is created
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Instant
Vendor is created in Zoho Books
Triggers the automation when a new vendor is created
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Instant
Timesheet is created in Zoho Books
Triggers the automation when a timesheet is created
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Delete time entry in Zoho Books
Removes a time entry from the system
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Search vendor in Zoho Books
Searches for a vendor
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Create time entry in Zoho Books
Adds a new time entry
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Search time entry by project in Zoho Books
Looks for a specific time entry
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Update time entry in Zoho Books
Modifies an existing time entry
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Create project in Zoho Books
Generates a new project
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Get invoice Pdf by ID in Zoho Books
Retrieves invoice Pdf based on their ID
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Mark invoice as draft in Zoho Books
Marks an invoice as draft in Zoho Books
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Send an invoice in Zoho Books
Invoice is sent
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Mark invoice as void in Zoho Books
Mark an invoice status as void in ZohoBooks.
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Search invoice by combination of filter in Zoho Books
Search invoices by combination of fields.
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Update sales invoice in Zoho Books
Update sales invoice with pre-filled details
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Create sales invoice in Zoho Books
Generates a new sales invoice with pre-filled details
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Search invoice in Zoho Books
Locates and retrieves invoices with
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Create customer in Zoho Books
Adds a new customer to the database
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Search customer in Zoho Books
Locates and retrieves customer information
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Get customer by id in Zoho Books
Retrieves customer information based on their id
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Create item in Zoho Books
Generates a new item
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Search item in Zoho Books
Locates and retrieves particular item information
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Create estimate in Zoho Books
Adds a new contact to the contact list
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Create sales order in Zoho Books
Generates a new sales order with pre-filled details
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Get line items by sales order ID in Zoho Books
Retrieves line items associated with a sales order id
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Update sales order in Zoho Books
Updates sales orders with the latest information
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Create payment in Zoho Books
Generates and process a payment transaction
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Search account in Zoho Books
Searches for account information
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Create purchase order in Zoho Books
Generates a purchase order for approved requests
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Create task in Zoho Books
Creates a new task
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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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Add attachment in Zoho CRM
Adds an attachment to an email or message
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Create or Update Lead in Zoho CRM
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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 Zoho Books + Zoho CRM?

Streamline your financial and customer data by connecting accounting events directly to your CRM workflows.

What you can automate?
🧾
Create Zoho CRM contacts from new Zoho Books customers automatically
Eliminate manual data entry by instantly syncing every new customer created in Zoho Books over to Zoho CRM as a contact. Keep your sales and accounting databases perfectly aligned without lifting a finger.
📋
Capture complete customer and billing details across systems
Map all available fields from your Zoho Books invoices and estimates directly into Zoho CRM records. Ensure your sales team has full visibility into purchase history and billing details.
🔔
Alert your sales team the moment a payment arrives
Trigger instant notifications on Slack or via email whenever a customer payment is created in Zoho Books. Keep everyone informed of incoming revenue and paid invoices immediately.
🔀
Route high-value deals based on invoice amounts
Apply conditional logic to update lead stages or assign priority tasks in Zoho CRM based on the specific items or total values submitted in Zoho Books estimates and invoices.
🔄
Sync updates across customer profiles in real time
Keep contact details, billing addresses, and status changes updated automatically across both Zoho Books and Zoho CRM whenever a record is modified in either platform.
🔍
Prevent duplicate records with smart upsert logic
Search existing records before creating new entries, automatically updating current Zoho CRM contacts when matching Zoho Books customer profiles are found.
📊
Update deal stages when invoices are paid or voided
Reflect real-time financial statuses in your CRM by automatically moving deals or updating records when invoices are marked paid, voided, or drafted in Zoho Books.
💬
Notify your team in Slack on every new invoice
Extend your core Zoho Books and Zoho CRM workflow by posting real-time summaries and deal updates directly to your team's Slack channels the moment transactions occur.
And much more...

Who is Zoho Books + Zoho CRM integration for?

Connecting Zoho Books and Zoho CRM helps finance, sales, and operations teams eliminate manual data entry, keep records accurate, and close deals faster.

Finance managers and accountants
Finance managers and accountants
Sales development reps
Sales development reps
Key account managers
Key account managers
Operations directors
Operations directors
Customer onboarding specialists
Customer onboarding specialists
Business owners and founders
Business owners and founders
📈
Finance managers and accountants
You're reviewing revenue reports every week but your accounting data only syncs when someone manually exports records, so the totals you're deciding against are always hours behind — with this integration, every payment lands in your CRM instantly and your financial data stays current.
⚡
Sales development reps
You're waiting on billing updates to follow up with key accounts, but lead details get trapped in accounting software until someone copies them over, so you find out about paid orders too late — with this integration, every customer and order syncs immediately and your team can act without delay.
🤝
Key account managers
You're answering client questions about order statuses and invoices, but your CRM and accounting tools show conflicting details because updates happen manually, so your responses miss crucial facts — this integration means your records stay perfectly aligned across both platforms.
⚙️
Operations directors
You're processing hundreds of customer signups and invoices daily, but manual data entry causes backlogs and missing records, so your team falls behind on routine tasks — automating both apps means every submission and payment is handled instantly without manual work.
🎯
Customer onboarding specialists
You're waiting for sales to notify you when a new deal closes and an invoice is paid, but handoffs get lost in email threads, so new accounts sit idle for days — connecting these apps means your team gets notified the moment payment is confirmed.
💼
Business owners and founders
You're trying to audit customer purchase histories across billing and CRM tools, but disconnected databases leave gaps in every customer timeline, so you never have a complete view of your revenue — this integration means every transaction and contact record links up reliably.
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Why choose Integrately to automate Zoho Books + Zoho CRM

Build and manage your Zoho Books + 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 Zoho Books + 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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Frequently Asked Questions

How do I connect Zoho Books to Zoho CRM?
Frequently Asked Questions
You can connect Zoho Books to Zoho CRM in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation and map the fields.
Can I automatically sync new invoices from Zoho Books to Zoho CRM?
Frequently Asked Questions
Can I connect Zoho Books, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Zoho Books and Zoho CRM?
Frequently Asked Questions
How does Zoho Books handle customer updates during synchronization?
Frequently Asked Questions
How does Zoho CRM manage duplicate contact entries during automation?
Frequently Asked Questions
Do I need coding skills to set up Zoho Books and Zoho CRM integrations?
Frequently Asked Questions
Is the Zoho Books and Zoho CRM integration free?
Frequently Asked Questions
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