Update Zoho CRM module for new Lexoffice contact
Lexoffice + Zoho CRM Integration
Zoho CRM + Lexoffice Integration
Connect Zoho CRM to Lexoffice in 1 click
Free forever.Use premium features free for 14 days.1.
Contact is created in Zoho CRM- Contact is updated in Zoho CRM
- Module entry is created/updated in Zoho CRM Instant
- Module entry is updated in Zoho CRM Instant
- Module entry is added in Zoho CRM Instant
- Lead is created in Zoho CRM
- Lead is updated in Zoho CRM
- User is created in Zoho CRM
Delivery note is created in Lexoffice Instant- Contact is created in Lexoffice Instant
- Contact is changed in Lexoffice Instant
- Contact is deleted in Lexoffice Instant
- Invoice is created in Lexoffice Instant
- Invoice is changed in Lexoffice Instant
- Invoice is deleted in Lexoffice Instant
- Quotation is created in Lexoffice Instant
- Quotation is changed in Lexoffice Instant
- Quotation status is changed in Lexoffice Instant
- Quotation is deleted in Lexoffice Instant
- Order confirmation is created in Lexoffice Instant
- Voucher is created in Lexoffice Instant
- Invoice status is changed in Lexoffice Instant
- Voucher status is changed in Lexoffice Instant
- Order confirmation status is changed in Lexoffice Instant
- Credit note is created in Lexoffice Instant
- Credit note is changed in Lexoffice Instant
- Credit note status is changed in Lexoffice Instant
- Credit note is deleted in Lexoffice Instant
- Voucher is changed in Lexoffice Instant
- Voucher is deleted in Lexoffice Instant
- Order confirmation is changed in Lexoffice Instant
- Order confirmation is deleted in Lexoffice Instant
2.
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Ready Workflows for Zoho CRM + Lexoffice Integration
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Most popular automations
Create Zoho CRM module for new Lexoffice contact
When a new contact is created in your Lexoffice 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.
See moreWhen Contact is changed in Lexoffice > Search lead in Zoho CRM > Check condition > (If found) > Update module entry in Zoho CRM
Lexoffice + Zoho CRM Integration
When Module entry is created/updated in Zoho CRM > Check any condition > Create contact in Lexoffice
Zoho CRM + Lexoffice Integration
When Module entry is added in Zoho CRM > Check any condition > Create contact in Lexoffice
Zoho CRM + Lexoffice Integration
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Who Is This Integration For?
Sales Teams
Small Business Owners
Accountants
Consultants
Freelancers
Sales Teams
Sales teams often face challenges in keeping their client invoices up-to-date and accurate, especially when they're juggling multiple deals and client information in ZohoCRM.
Small Business Owners
Small business owners managing their customer relationships in ZohoCRM often struggle with generating and managing invoices efficiently in LexOffice.
Accountants
Accountants responsible for managing multiple client accounts in ZohoCRM often encounter difficulties in manually transferring customer transaction details to LexOffice for accounting purposes.
Consultants
Consultants using ZohoCRM to track client engagements need an efficient way to ensure that client billing is accurately reflected in LexOffice without constant manual updates.
Freelancers
Freelancers tracking their client projects in ZohoCRM often face the hassle of manually creating invoices in LexOffice for each job, which is time-consuming and prone to errors.
What Can You Automate With Zoho CRM + Lexoffice
Create a new invoice in LexOffice when a deal is won in ZohoCRM
Whenever you win a deal in ZohoCRM, automatically create a corresponding invoice in LexOffice with the deal's details. This ensures you never forget to bill your clients promptly after closing a sale.
Update LexOffice contacts when a new contact is added in ZohoCRM
When you add a new contact in ZohoCRM, automatically update or create the contact in LexOffice. This keeps both platforms in sync and saves you from manually entering client details twice.
Sync payment status from LexOffice to ZohoCRM
Keep your sales team informed by automatically updating ZohoCRM with payment status changes from LexOffice. This way, you'll always know which clients have settled their invoices and who needs a follow-up.
Generate LexOffice invoices for new ZohoCRM contacts
When a new contact becomes a client in ZohoCRM, automatically generate their first invoice in LexOffice. This gives you a head start in billing without manual invoice creation.
Create expense records in LexOffice when a deal is closed in ZohoCRM
Every time you close a deal in ZohoCRM, automatically generate an expense record in LexOffice. This helps you track associated costs with completed deals, providing clearer financial insights.
And much more...
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Top 10 Most Popular Lexoffice Automations from
Integrately Community
Most popular
01
Create Pipedrive deal for new Lexoffice contact
02
Update Notion database item for new Lexoffice contact
03
Create Stripe contact for new Lexoffice contact
04
Create Google Calendar event for new Lexoffice contact
05
Create Notion database item for new Lexoffice contact
Most popular
01
Create Pipedrive deal for new Lexoffice contact
02
Update Notion database item for new Lexoffice contact
03
Create Stripe contact for new Lexoffice contact
04
Create Google Calendar event for new Lexoffice contact
05
Create Notion database item for new Lexoffice contact
06
Create WHMCS ticket for new Lexoffice contact
07
Update Zoho CRM module for new Lexoffice contact
08
Send Zulip message for new Lexoffice contact
09
Create Zenkit item for new Lexoffice contact
10
Create Bitrix24 deal for new Lexoffice contact
How Integrately Works?
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You Can Also Connect Zoho CRM or Lexoffice With 1400+ Other Apps
Zoho CRM
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.
Lexoffice
Lexoffice is the first accounting software for freelancers and small businesses that offers you flexibility and mobile-first approach. Our team has built a beautiful, simple app that makes managing your business easy.
