IRIS KashFlow + Zoho CRM Integration

Connect IRIS KashFlow to Zoho CRM - Automate your workflows in 1-click

Set up IRIS KashFlow automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Make use of Zoho CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between IRIS KashFlow & Zoho CRM using Integrately.

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Ready Workflows For IRIS KashFlow + Zoho CRM Integration

Just click on the workflow you want to automate

Create IRIS KashFlow customer 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 customer in IRIS KashFlow.

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 IRIS KashFlow!

Activate

When Module entry is created/updated in Zoho CRM > Check any condition > Create invoice in IRIS KashFlow

Zoho CRM + IRIS KashFlow Integration

Activate

When Module entry is added in Zoho CRM > Check any condition > Create invoice in IRIS KashFlow

Zoho CRM + IRIS KashFlow Integration

Activate

1of1

Create Your Own IRIS KashFlow & Zoho CRM Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Zoho CRM
Triggers the automation whenever a contact is updated
Contact is updated in Zoho CRM
Module entry is created/updated in Zoho CRM
Triggers the automation whenever a module entry is created or updated
Instant
Module entry is updated in Zoho CRM
Triggers the automation whenever any module entry is modified
Instant
Module entry is added in Zoho CRM
Triggers the automation whenever a new entry is added to a module
Instant
Lead is created in Zoho CRM
Triggers the automation whenever the lead information is updated
Lead is updated in Zoho CRM
User is created in Zoho CRM
Triggers the automation whenever a new account is created

Create invoice in IRIS KashFlow
Automatically generates invoices for sales transactions
Search invoice in IRIS KashFlow
Automatically locate and retrieve invoices with
Search customer in IRIS KashFlow
Automatically locate and retrieve customer information
Create customer in IRIS KashFlow
Automatically adds a new customer to the database
Add payment in IRIS KashFlow
Automatically adds payment details to the system
Create or Update Lead in Zoho CRM
Add attachment in Zoho CRM
Automatically adds an attachment to an email or message
Create module entry in Zoho CRM
Automatically creates a new entry in a module
Create or Update Module Entry in Zoho CRM
Automatically creates or updates an entry in a module
Update module entry in Zoho CRM
Automatically updates the information for a module entry
Search module entry in Zoho CRM
Automatically searches for a module entry
Get module entry by Id in Zoho CRM
Automatically retrieves a module entry using its ID
Create or Update Contact in Zoho CRM
Automatically adds or update contact information
Search contact in Zoho CRM
Automatically finds and retrieves contact information
Convert lead in Zoho CRM
Automatically convert potential leads into customers
Search lead in Zoho CRM
Automatically retrieves information for a particular lead
Add note to module entry in Zoho CRM
Automatically adds a note to a module entry
Add tag in Zoho CRM
Triggers the automation whenever a new contact is created

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Integrate IRIS KashFlow & Zoho CRM In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect IRIS KashFlow or Zoho CRM With 1200+ Other Apps

IRIS KashFlow is purpose built for small businesses with accounting needs from A to Z. It helps you manage finances, bookkeeping and tax compliance in one place, allowing you to spend more time on your business.

See IRIS KashFlow Integrations

ZohoCRM is a simple and easy-to-use CRM software that provides you with everything you need to manage your contacts. You can create, store, and share contacts through the web interface or on the mobile app.

See Zoho CRM Integrations