Zoho Billing + Marketo Integration

Integrate Marketo to Zoho Billing in one click, or tell Integrately AI how you want each subscription handled. Create and update Marketo persons, track subscription renewals, sync customer billing data, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho Billing
    Subscription is created in Zoho Billing Instant
  • Zoho Billing
    Payment is failed in Zoho Billing Instant
  • Zoho Billing
    Payment is successful in Zoho Billing Instant
  • Zoho Billing
    Invoice is voided in Zoho Billing Instant
  • Zoho Billing
    Invoice is deleted in Zoho Billing Instant
  • Zoho Billing
    Invoice is updated in Zoho Billing Instant
  • Zoho Billing
    Invoice is created in Zoho Billing Instant
  • Zoho Billing
    Subscription is renewed in Zoho Billing Instant
  • Zoho Billing
    Subscription is upgraded in Zoho Billing Instant
  • Zoho Billing
    Subscription is downgraded in Zoho Billing Instant
  • Zoho Billing
    Subscription is cancelled in Zoho Billing Instant
  • Zoho Billing
    Subscription is deleted in Zoho Billing Instant
  • Zoho Billing
    Subscription is resumed in Zoho Billing Instant
  • Zoho Billing
    Subscription is paused in Zoho Billing Instant
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2.
  • Zoho Billing
    Create invoice in Zoho Billing
  • Zoho Billing
    Create payment in Zoho Billing
  • Zoho Billing
    Create contact person in Zoho Billing
  • Zoho Billing
    Create subscription in Zoho Billing
  • Zoho Billing
    Search invoice in Zoho Billing
  • Zoho Billing
    Email an invoice in Zoho Billing
  • Zoho Billing
    Update customer in Zoho Billing
  • Zoho Billing
    Search customer in Zoho Billing
  • Zoho Billing
    Create customer in Zoho Billing
  • Marketo
    Create or update person in Marketo
  • Marketo
    Add Person to a list in Marketo
  • Marketo
    Search person in Marketo
  • Marketo
    Create or update custom object record in Marketo
  • Marketo
    Create or update opportunity in Marketo
  • Marketo
    Search Opportunity in Marketo
  • Marketo
    Search custom object record in Marketo

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Ready Workflows Ready Workflows for Marketo + Zoho Billing Integration

Create Marketo persons from new Zoho Billing subscriptions, sync customer billing data, track payment events, and update your records, all in just one click.

Most popular automationmost-popular-automations
Zoho Billing + Marketo Integration

Create Marketo contact for new Zoho Billing order

When a new Zoho Billing order is placed, it's important to create a Marketo contact for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Marketo contact and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Marketo contact for every Zoho Billing order, you can maximize your chances of success with each customer.
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Connect more apps to your Marketo + Zoho Billing flow

Push billing events into your CRM, notify your team on messaging apps, and keep project trackers updated as subscriptions change. Pick a combination and activate it in one click.

Zoho Billing
Marketo
+
SalesforceSalesforce (6)
+
StripeStripe (5)
+
SlackSlack (5)
+
ZoomZoom (5)
+
TypeformTypeform (5)
+
AsanaAsana (5)
Z
M
S
When a subscription is created in Zoho Billing, create or update the person in Marketo, and add a lead in Salesforce.
New Zoho Billing subscriptions instantly generate updated Marketo persons and populate Salesforce leads without manual data entry.
Z
M
S
When a payment is successful in Zoho Billing, create or update the person in Marketo, and update the opportunity in Salesforce.
Successful payments in Zoho Billing update Marketo records and advance your Salesforce opportunities automatically.
Z
M
S
When a subscription is upgraded in Zoho Billing, update the Marketo person and log a task in Salesforce.
Subscription upgrades in Zoho Billing update Marketo engagement profiles and open follow-up tasks in Salesforce.
Z
M
S
When a subscription is cancelled in Zoho Billing, update the Marketo person and update the account status in Salesforce.
Cancellation events in Zoho Billing sync directly to Marketo records and update your Salesforce account status.
Z
M
S
Use Claude to summarise customer billing notes from Zoho Billing, update Marketo, and create a custom record in Salesforce.
Claude extracts billing insights from Zoho Billing updates, updates Marketo, and logs structured notes in Salesforce.
Z
M
S
When an invoice is created in Zoho Billing, update the Marketo record, create a Salesforce record, and notify your finance channel on Slack.
New invoices in Zoho Billing update Marketo and Salesforce while alerting your finance team on Slack.

Supported triggers and actions for Zoho Billing and Marketo

Mix and match to build the exact automation you need

Zoho Billing
Zoho Billing Triggers & Actions
Instant
Subscription is created in Zoho Billing
Triggers the automation when a new subscription is created
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Instant
Payment is failed in Zoho Billing
Triggers the automation when a payment fails
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Instant
Payment is successful in Zoho Billing
Triggers the automation when a payment is successfully processed
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Instant
Invoice is voided in Zoho Billing
Triggers the automation when an invoice is canceled and is no longer valid
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Instant
Invoice is deleted in Zoho Billing
Triggers the automation when an invoice is deleted
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Instant
Invoice is updated in Zoho Billing
Triggers the automation when an invoice is updated
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Instant
Invoice is created in Zoho Billing
Triggers the automation when any invoice is added or modified
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Instant
Subscription is renewed in Zoho Billing
Triggers the automation when a subscription is renewed
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Instant
Subscription is upgraded in Zoho Billing
Triggers the automation when a subscription is updated
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Instant
Subscription is downgraded in Zoho Billing
Triggers the automation when a subscription is downgraded
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Instant
Subscription is cancelled in Zoho Billing
Triggers the automation when a subscription is cancelled
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Instant
Subscription is deleted in Zoho Billing
Triggers the automation when a subscription is deleted
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Instant
Subscription is resumed in Zoho Billing
Triggers the automation when a subscription is resumed
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Instant
Subscription is paused in Zoho Billing
Triggers the automation when a subscription is paused
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Create invoice in Zoho Billing
Creates a new invoice
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Create payment in Zoho Billing
Generates and process a payment transaction
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Create contact person in Zoho Billing
Adds a new contact person to the database
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Create subscription in Zoho Billing
Enrolls users in a subscription service
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Search invoice in Zoho Billing
Locates and retrieves invoices with
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Email an invoice in Zoho Billing
Sends an invoice via email
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Update customer in Zoho Billing
Updates a customer's information
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Search customer in Zoho Billing
Locates and retrieves customer information
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Create customer in Zoho Billing
Adds a new customer to the database
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Marketo
Marketo Triggers & Actions
No trigger is available
Create or update person in Marketo
Generates a new invoice
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Add Person to a list in Marketo
Adds a person to a list or group
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Search person in Marketo
Retrieves information about a person
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Create or update custom object record in Marketo
Creates or updates a custom object record
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Create or update opportunity in Marketo
Creates or updates a sales opportunity
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Search Opportunity in Marketo
Searches for a opportunity
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Search custom object record in Marketo
Searches for a custom object record
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What can you automate with Marketo + Zoho Billing?

Streamline your customer engagement and billing workflows with automated actions across Marketo and Zoho Billing.

What you can automate?
🔄
Sync subscriptions into Marketo persons
Trigger person creation or updates in Marketo automatically whenever a new subscription is established in Zoho Billing, keeping your marketing database fully aligned with your active subscriber base.
📋
Capture every submitted invoice and billing field
Map available billing details and invoice attributes into custom fields instead of just basic names, ensuring your Marketo records contain complete customer data.
🔔
Alert your team instantly on payment events
Send notifications to your finance or sales team the moment a payment succeeds or fails in Zoho Billing, ensuring rapid follow-up on critical billing milestones.
🔀
Route records based on subscription tier
Execute different follow-up actions in Marketo depending on whether a customer selects an enterprise or standard tier subscription in Zoho Billing.
📈
Keep records updated through renewals
Automatically update Marketo engagement records whenever subscriptions are renewed, upgraded, or downgraded in Zoho Billing without manual data entry.
🔍
Search and update instead of creating duplicates
Check for existing contact records in Marketo before creating new ones, preventing duplicate entries and maintaining a clean database.
Handle cancellation and refund events
Process subscription cancellations and invoice voiding events to update customer lifecycle stages in Marketo and trigger retention campaigns.
💬
Extend your workflow to messaging apps
Connect your core Marketo and Zoho Billing automation to Slack or other productivity tools to keep every department informed of billing updates.
And much more...

Who is Marketo + Zoho Billing integration for?

Revenue and marketing teams connect Marketo and Zoho Billing to eliminate manual data entry, maintain accurate subscription records, and automate customer engagement workflows.

Marketing Directors
Marketing Directors
Sales Managers
Sales Managers
Customer Success Leads
Customer Success Leads
Billing Specialists
Billing Specialists
Account Executives
Account Executives
Operations Specialists
Operations Specialists
📈
Marketing Directors
You're running campaigns across multiple channels but your marketing engagement data only updates when someone manually exports billing lists, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new subscription updates Marketo instantly and your campaign data stays current.
Sales Managers
You manage inbound leads from billing events but reps find out about new customer sign-ups hours too late, missing the crucial window for outreach — automating both apps means every new subscription updates Marketo and alerts your sales team immediately.
🤝
Customer Success Leads
You answer to executive stakeholders who want to see real-time customer onboarding progress, but tracking renewals across billing tools and marketing platforms creates constant delays — connecting these apps means your engagement records and customer statuses stay perfectly synchronised.
💳
Billing Specialists
The volume of new subscriptions and invoice transactions is too high for anyone to keep up by hand, leading to mismatched contact details and billing gaps — this integration means every transaction updates your Marketo database automatically.
🎯
Account Executives
You own the relationship post-sale and depend on someone upstream to hand over billing data before you can reach out, causing friction in customer onboarding — integrating these apps means contact handoffs happen the moment a payment succeeds.
📊
Operations Specialists
You need a reliable history of customer subscriptions and keep finding gaps between your invoicing tool and your marketing automation platform — automating both apps means every subscription event is logged accurately without manual intervention.
Our team

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Why choose Integrately to automate Zoho Billing + Marketo

Build and manage your Zoho Billing + Marketo 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 Billing + Marketo 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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Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Marketo to Zoho Billing?
Frequently Asked Questions
You can connect Marketo to Zoho Billing instantly using ready-made templates or by asking Integrately AI to build the workflow. With 1,500+ connected apps like Salesforce, Stripe, and Slack, setting up your automation takes just one click.
Can I automatically create Marketo persons from Zoho Billing subscriptions?
Frequently Asked Questions
Can I connect Marketo, Zoho Billing, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Marketo and Zoho Billing?
Frequently Asked Questions
How do Marketo person records get updated from Zoho Billing?
Frequently Asked Questions
Can I track payment and invoice events from Zoho Billing in Marketo?
Frequently Asked Questions
Do I need coding skills to automate Marketo and Zoho Billing?
Frequently Asked Questions
Is the Marketo and Zoho Billing integration free?
Frequently Asked Questions
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