Zoho CRM + Invoiced Integration

Integrate Invoiced to Zoho CRM in one click, or tell Integrately AI how you want each customer handled. Sync customer details, create contacts, update your CRM, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Invoiced
    Payment is created in Invoiced Instant
  • Invoiced
    Payment is updated in Invoiced Instant
  • Invoiced
    Payment is deleted in Invoiced Instant
  • Invoiced
    Invoice is paid in Invoiced Instant
  • Invoiced
    Invoice is created in Invoiced Instant
  • Invoiced
    Invoice is updated in Invoiced Instant
  • Invoiced
    Invoice is deleted in Invoiced Instant
  • Invoiced
    Customer is created in Invoiced Instant
  • Invoiced
    Customer is updated in Invoiced Instant
  • Invoiced
    Customer is deleted in Invoiced Instant
  • Invoiced
    Contact is created in Invoiced Instant
  • Invoiced
    Contact is updated in Invoiced Instant
  • Invoiced
    Contact is deleted in Invoiced Instant
  • Invoiced
    Credit note is updated in Invoiced Instant
  • Invoiced
    Customer is merged in Invoiced Instant
  • Invoiced
    Invoice is viewed in Invoiced Instant
  • Invoiced
    Estimate is approved in Invoiced Instant
  • Invoiced
    Credit note is created in Invoiced Instant
  • Invoiced
    Credit note is deleted in Invoiced Instant
  • Invoiced
    Credit note is commented in Invoiced Instant
  • Invoiced
    Credit note is viewed in Invoiced Instant
  • Invoiced
    Task is created in Invoiced Instant
  • Invoiced
    Task is updated in Invoiced Instant
  • Invoiced
    Task is deleted in Invoiced Instant
  • Invoiced
    Task is completed in Invoiced Instant
  • Invoiced
    Estimate is created in Invoiced Instant
  • Invoiced
    Estimate is updated in Invoiced Instant
  • Invoiced
    Estimate is deleted in Invoiced Instant
  • Invoiced
    Estimate is viewed in Invoiced Instant
  • Invoiced
    Subscription is created in Invoiced Instant
  • Invoiced
    Subscription is updated in Invoiced Instant
  • Invoiced
    Subscription is deleted in Invoiced Instant
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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
  • Invoiced
    Create invoice in Invoiced
  • Invoiced
    Search invoice in Invoiced
  • Invoiced
    Create contact in Invoiced
  • Invoiced
    Create credit note in Invoiced
  • Invoiced
    Create credit balance adjustment in Invoiced
  • Invoiced
    Search credit note in Invoiced
  • Invoiced
    Create customer in Invoiced
  • Invoiced
    Update customer in Invoiced
  • Invoiced
    Search customer in Invoiced
  • Invoiced
    Create note in Invoiced
  • Invoiced
    Create payment in Invoiced
  • Invoiced
    Create task in Invoiced
  • Invoiced
    Create estimate in Invoiced
  • Invoiced
    Search estimate in Invoiced
  • Invoiced
    Create subscription in Invoiced

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Ready Workflows Ready Workflows for Invoiced + Zoho CRM Integration

Capture customers, update contacts, sync invoicing records, and trigger follow-ups, all in just one click.

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

Create Zoho CRM contact for new Invoiced contact

If you are using Invoiced, 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 Invoiced, 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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Zoho CRM + Invoiced Integration

Create Invoiced contact for new Zoho CRM contact

Zoho CRM is a great CRM tool for managing customer data, but it can be time-consuming to create a new contact record in Invoiced every time you add a new contact.

But don't worry anymore. With this Invoiced Salesforce integration, you can connect your contact and contact records, so that when a new contact is created in Zoho CRM, you'll automatically receive a corresponding contact record in Invoiced.
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  • 1of2
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 Invoiced + Zoho CRM flow

Sync customer records to finance tools, alert your team, and send payment reminders. Pick a combination and activate it in one click.

Zoho CRM
Invoiced
+
Zoho BooksZoho Books (3)
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
Google SheetsGoogle Sheets (3)
I
Z
Z
Add every new Invoiced customer to Zoho CRM, and create a matching customer in Zoho Books.
New Invoiced customers appear in Zoho CRM as contacts and in Zoho Books as customers instantly, keeping your sales and billing aligned.
I
Z
Z
Create an invoice in Zoho Books when an Invoiced invoice is generated, and log it in Zoho CRM.
Every new Invoiced invoice automatically generates a record in Zoho CRM and an invoice in Zoho Books for complete financial tracking.
I
Z
Z
When a payment is recorded in Invoiced, update the Zoho CRM entry and log it in Zoho Books.
Track payments effortlessly by updating Zoho CRM and recording the payment in Zoho Books the moment Invoiced logs a transaction.

Supported triggers and actions for Zoho CRM and Invoiced

Mix and match to build the exact automation you need

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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Invoiced
Invoiced Triggers & Actions
Instant
Payment is created in Invoiced
Triggers the automation when a new payment is created
Try it →
Instant
Payment is updated in Invoiced
Triggers the automation when a payment status is updated
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Instant
Payment is deleted in Invoiced
Triggers the automation when a payment is deleted
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Instant
Invoice is paid in Invoiced
Triggers the automation when an invoice is marked as paid
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Instant
Invoice is created in Invoiced
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Invoiced
Triggers the automation when an invoice is updated
Try it →
Instant
Invoice is deleted in Invoiced
Triggers the automation when an invoice is deleted
Try it →
Instant
Customer is created in Invoiced
Triggers the automation when a new customer is created
Try it →
Instant
Customer is updated in Invoiced
Triggers the automation when customer details are updated
Try it →
Instant
Customer is deleted in Invoiced
Triggers the automation when a customer is removed from the database
Try it →
Instant
Contact is created in Invoiced
Triggers the automation when a new contact is created
Try it →
Instant
Contact is updated in Invoiced
Triggers the automation when a contact is updated
Try it →
Instant
Contact is deleted in Invoiced
Triggers the automation when a contact is removed from the particular list
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Instant
Credit note is updated in Invoiced
Triggers the automation when a credit note is modified
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Instant
Customer is merged in Invoiced
Triggers the automation when the customer details are merged
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Instant
Invoice is viewed in Invoiced
Triggers the automation when the recipient views your invoice
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Instant
Estimate is approved in Invoiced
Triggers the automation when any estimate is approved
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Instant
Credit note is created in Invoiced
Triggers the automation when a new credit note is generated
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Instant
Credit note is deleted in Invoiced
Triggers the automation when a credit note is deleted
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Instant
Credit note is commented in Invoiced
Triggers the automation when a credit note is commented on
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Instant
Credit note is viewed in Invoiced
Triggers the automation when a credit note is viewed
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Instant
Task is created in Invoiced
Triggers the automation when a new task is created
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Instant
Task is updated in Invoiced
Triggers the automation when any task is updated
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Instant
Task is deleted in Invoiced
Triggers the automation when a task is deleted
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Instant
Task is completed in Invoiced
Triggers the automation when any task is completed
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Instant
Estimate is created in Invoiced
Triggers the automation when a new estimate is created
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Instant
Estimate is updated in Invoiced
Triggers the automation when any estimate is modified
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Instant
Estimate is deleted in Invoiced
Triggers the automation when any estimate is deleted
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Instant
Estimate is viewed in Invoiced
Triggers the automation when any estimate is viewed by the recipient
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Instant
Subscription is created in Invoiced
Triggers the automation when a new subscription is created
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Instant
Subscription is updated in Invoiced
Triggers the automation when a subscription is updated
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Instant
Subscription is deleted in Invoiced
Triggers the automation when a subscription is deleted
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Create invoice in Invoiced
Generates invoices for sales transactions
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Search invoice in Invoiced
Locates and retrieves invoices with
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Create contact in Invoiced
Adds a new contact to the database
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Create credit note in Invoiced
Generates a credit note for returned items
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Create credit balance adjustment in Invoiced
Creates an adjustment to a customer's credit balance
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Search credit note in Invoiced
Searches for a credit note
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Create customer in Invoiced
Adds a new customer to the database
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Update customer in Invoiced
Updates a customer's information
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Search customer in Invoiced
Locates and retrieves customer information
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Create note in Invoiced
Creates a new note in the particular format
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Create payment in Invoiced
Generates and process a payment transaction
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Create task in Invoiced
Creates a new task
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Create estimate in Invoiced
Adds a new contact to the contact list
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Search estimate in Invoiced
Searches for an estimate
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Create subscription in Invoiced
Enrolls users in a subscription service
Try it →

What can you automate with Invoiced + Zoho CRM?

Streamline your billing and CRM workflows with automated triggers and real-time record synchronization.

What you can automate?
🔄
Sync new customers to your CRM instantly
Automatically create or update Zoho CRM contacts whenever a new customer is registered in Invoiced. Eliminate manual copy-pasting between your billing and sales platforms.
📋
Capture every invoice detail accurately
Map invoice creation events from Invoiced directly into Zoho CRM module entries. Ensure your sales team always sees the latest billing numbers.
🔔
Alert your team about paid invoices
Send instant notifications or updates whenever an invoice is paid in Invoiced. Keep your internal channels informed of every successful transaction.
🔀
Route records based on submitted fields
Trigger different follow-up actions in Zoho CRM depending on specific customer tags or invoice amounts submitted in Invoiced.
⏱️
Keep CRM data updated as statuses change
Automatically update module entries in Zoho CRM whenever invoice statuses or payment details are modified in Invoiced.
🔍
Prevent duplicates with smart search and update
Search for existing records before creating new ones in Zoho CRM, ensuring your database remains clean and free of duplicate contacts.
💳
Handle later payment and credit events
Trigger automated CRM updates when payments are created, updated, or when credit notes are issued in Invoiced.
💬
Extend your workflow to team communication apps
Connect Invoiced and Zoho CRM with Slack to notify your team the moment a major billing milestone is reached.
And much more...

Who is Invoiced + Zoho CRM integration for?

Finance managers, sales reps, and operations teams rely on this integration to eliminate manual data entry and keep billing and CRM records perfectly synchronised.

Finance and accounting managers
Finance and accounting managers
Sales executives
Sales executives
Account managers
Account managers
Billing specialists
Billing specialists
Customer success leads
Customer success leads
Operations directors
Operations directors
📈
Finance and accounting managers
You're reviewing revenue reports every morning but your invoicing ledger only updates when someone manually exports records, so the totals you're optimising against are always hours behind — with this integration, every new payment lands in your CRM instantly and your data stays current.
Sales executives
You need to follow up on client accounts immediately, but new customer signups sit unassigned until someone checks the billing dashboard — with this integration, every new customer creates a CRM contact instantly and your team can act without delay.
🤝
Account managers
Your clients ask for updated billing history during review calls, but digging through separate invoice tools wastes precious meeting time — with this integration, every invoice status change syncs to your CRM automatically and client history is always at your fingertips.
📊
Billing specialists
The volume of new customer signups is too high to keep up with by hand, leading to constant data entry backlogs — with this integration, customer records flow between your apps automatically and your daily workload becomes manageable.
🎯
Customer success leads
You depend on the billing team to hand over new client details before you can begin onboarding tasks, causing frustrating delays — with this integration, every new customer record triggers downstream tasks instantly and onboarding starts right away.
🗂️
Operations directors
You need a reliable audit history of every transaction, but manual data copying keeps leaving costly gaps in your records — with this integration, every payment and invoice is logged accurately across your stack without missing a single entry.
Our team

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Why choose Integrately to automate Zoho CRM + Invoiced

Build and manage your Zoho CRM + Invoiced 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 CRM + Invoiced 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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2
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Frequently Asked Questions

How do I connect Invoiced to Zoho CRM?
Frequently Asked Questions
You can connect Invoiced to Zoho CRM in 1 click using ready templates or ask Integrately AI to build your custom workflow. It also integrates smoothly with Zoho Books, Stripe, QuickBooks Online, Slack, Gmail, and Google Sheets.
Can I automatically sync new Invoiced customers to Zoho CRM contacts?
Frequently Asked Questions
Can I connect Invoiced, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Invoiced and Zoho CRM?
Frequently Asked Questions
How are customer updates handled between Invoiced and Zoho CRM?
Frequently Asked Questions
Can I track invoice and payment statuses in Zoho CRM from Invoiced?
Frequently Asked Questions
Do I need coding skills to automate Invoiced and Zoho CRM?
Frequently Asked Questions
Is the Invoiced and Zoho CRM integration free?
Frequently Asked Questions
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