Microsoft Dynamics 365 CRM + Zoho Invoice Integration

Integrate Microsoft Dynamics 365 CRM to Zoho Invoice in one click, or tell Integrately AI how you want each order handled. Create invoices, update contacts, track payments, and send receipts automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Member is added to marketing list in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • Zoho Invoice
    Invoice is created in Zoho Invoice Instant
  • Zoho Invoice
    Customer is created in Zoho Invoice Instant
  • Zoho Invoice
    Item is created in Zoho Invoice Instant
  • Zoho Invoice
    Contact person is created in Zoho Invoice
  • Zoho Invoice
    Project is created in Zoho Invoice Instant
  • Zoho Invoice
    Estimate is created in Zoho Invoice Instant
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2.
  • Microsoft Dynamics 365 CRM
    Search marketing list by name in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get contact by Id in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get marketing list members in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM
  • Zoho Invoice
    Search invoice by email in Zoho Invoice
  • Zoho Invoice
    Update invoice in Zoho Invoice
  • Zoho Invoice
    Create invoice in Zoho Invoice
  • Zoho Invoice
    Create contact in Zoho Invoice
  • Zoho Invoice
    Search contact in Zoho Invoice
  • Zoho Invoice
    Create new estimate in Zoho Invoice
  • Zoho Invoice
    Create new item in Zoho Invoice
  • Zoho Invoice
    Get invoice by ID in Zoho Invoice
  • Zoho Invoice
    Create contact person in Zoho Invoice

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + Zoho Invoice Integration

Create invoices, track customer payments, update account records, alert your team, and send receipts, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + Zoho Invoice Integration

Create Zoho Invoice contact for new Microsoft Dynamics 365 CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Dynamics 365 CRM - Zoho Invoice integration, anytime a new Microsoft Dynamics 365 CRM contact is created, an Zoho Invoice contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Microsoft Dynamics 365 CRM + Zoho Invoice flow

Sync your financial records across your CRM, alert your support team on messaging apps, and log every transaction. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Zoho Invoice
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Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM (4)
+
SalesforceSalesforce (3)
+
HubSpotHubSpot (3)
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
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Z
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Create a Zoho Invoice invoice when a Microsoft Dynamics 365 CRM sales order is created, and update the account record
Sales orders in Microsoft Dynamics 365 CRM instantly generate invoices in Zoho Invoice while updating account records, removing manual data entry.
M
Z
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When a Microsoft Dynamics 365 CRM contact is created, create a Zoho Invoice contact and update the Microsoft Dynamics 365 CRM lead
New Microsoft Dynamics 365 CRM contacts automatically populate Zoho Invoice and update your lead records without duplicate entries.
Z
M
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When a Zoho Invoice customer payment is updated, update the account in Microsoft Dynamics 365 CRM and log a case
Updated payments in Zoho Invoice immediately trigger account updates and support cases in Microsoft Dynamics 365 CRM.
M
Z
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Use Claude to evaluate Microsoft Dynamics 365 CRM sales orders, create Zoho Invoice invoices, and update Microsoft Dynamics 365 CRM cases
Claude reviews incoming Microsoft Dynamics 365 CRM sales orders before generating Zoho Invoice invoices and updating support cases.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Zoho Invoice

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Member is added to marketing list in Microsoft Dynamics 365 CRM
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Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Search marketing list by name in Microsoft Dynamics 365 CRM
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Get contact by Id in Microsoft Dynamics 365 CRM
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Get marketing list members in Microsoft Dynamics 365 CRM
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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Zoho Invoice
Zoho Invoice Triggers & Actions
Instant
Invoice is created in Zoho Invoice
Triggers the automation when any invoice is added or modified
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Instant
Customer is created in Zoho Invoice
Triggers the automation when a new customer is created
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Instant
Item is created in Zoho Invoice
Triggers the automation when a new item is created
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Contact person is created in Zoho Invoice
Triggers the automation when a new contact person is created
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Instant
Project is created in Zoho Invoice
Triggers the automation when a new project is created
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Instant
Estimate is created in Zoho Invoice
Triggers the automation when a new estimate is created
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Search invoice by email in Zoho Invoice
Searches for an invoice using email address
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Update invoice in Zoho Invoice
Updates an invoice
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Create invoice in Zoho Invoice
Generates invoices for sales transactions
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Create contact in Zoho Invoice
Adds a new contact to the database
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Search contact in Zoho Invoice
Finds and retrieves contact information
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Create new estimate in Zoho Invoice
Creates a new estimate
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Create new item in Zoho Invoice
Creates a new item
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Get invoice by ID in Zoho Invoice
Retrieves a invoice using its id
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Create contact person in Zoho Invoice
Adds a new contact person to the database
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What can you automate with Microsoft Dynamics 365 CRM + Zoho Invoice?

Streamline your entire quote-to-cash cycle by connecting Microsoft Dynamics 365 CRM and Zoho Invoice for seamless data synchronization.

What you can automate?
🧾
Automate invoice creation from sales orders
Instantly generate a Zoho Invoice invoice the moment a new sales order is created in Microsoft Dynamics 365 CRM. Eliminate manual double-entry and speed up your billing cycle.
📋
Capture every submitted custom field
Map all available sales order and quote details from Microsoft Dynamics 365 CRM into separate Zoho Invoice line items instead of just basic names. Your billing documents remain detailed and accurate.
🔔
Alert your finance team instantly
Notify your billing channel in Slack or via email the second a customer payment is updated in Zoho Invoice or a new order arrives from Microsoft Dynamics 365 CRM.
🔀
Route records based on submitted criteria
Trigger different invoicing workflows depending on whether a Microsoft Dynamics 365 CRM opportunity is enterprise tier or standard. Direct high-value accounts to specialized billing queues.
🔄
Keep account records synchronized
Automatically update Microsoft Dynamics 365 CRM accounts and contact details whenever invoice statuses or customer payments change in Zoho Invoice.
🔍
Prevent duplicate contacts and accounts
Search existing database records before creating new entries in Zoho Invoice or Microsoft Dynamics 365 CRM, ensuring your customer database remains clean and unfragmented.
💳
Manage payment status and invoice updates
Handle later lifecycle events like invoice status updates, credit notes, and customer payment confirmations without manual tracking across platforms.
⚡
Extend your workflow to Slack
Connect your core Microsoft Dynamics 365 CRM and Zoho Invoice automation to Slack so your team receives instant updates on every billing milestone.
And much more...

Who is Microsoft Dynamics 365 CRM + Zoho Invoice integration for?

Connecting Microsoft Dynamics 365 CRM and Zoho Invoice empowers finance, sales, and operations teams to eliminate manual billing errors and accelerate cash flow.

Finance analysts
Finance analysts
Sales operations managers
Sales operations managers
Account executives
Account executives
Billing operations leads
Billing operations leads
Customer success leads
Customer success leads
Data administrators
Data administrators
📈
Finance analysts
You're reviewing revenue reports every morning but your accounting figures only update when someone manually exports sales orders, so the cash flow totals you're analyzing are always a few hours behind — automating both apps means every new order creates an invoice instantly and your numbers stay current.
⚡
Sales operations managers
You need to close deals and trigger billing immediately, but your team finds out about payment updates far too late because client data lives in separate silos — this integration means every payment update reflects in your CRM instantly and your team acts without delay.
🤝
Account executives
You answer to key clients who want to see payment status and invoice progress immediately, but you keep having to ask finance for manual status reports — automating both apps means client updates sync across platforms and everyone sees real-time progress.
📊
Billing operations leads
The volume of new sales orders is too high for anyone to keep up with manual invoice creation, leading to missed billing cycles and delayed collections — connecting these apps means every order generates an invoice instantly without manual effort.
🎯
Customer success leads
You own the onboarding stage and depend on sales to hand over account details, but information gets lost between CRM records and invoice entries — automating both apps means account creation triggers billing workflows instantly and hand-offs become seamless.
🔍
Data administrators
You need a reliable history of all customer transactions and keep finding gaps between CRM accounts and invoice histories — this integration means every record stays perfectly aligned and your customer audit trails remain complete.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Zoho Invoice

Build and manage your Microsoft Dynamics 365 CRM + Zoho Invoice automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

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Connect Microsoft Dynamics 365 CRM + Zoho Invoice with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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Free done-for-you setup
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Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
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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 Microsoft Dynamics 365 CRM to Zoho Invoice?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Zoho Invoice in 1 click using ready templates or ask Integrately AI to build your workflow. It supports connections with Salesforce, HubSpot, Slack, and 1,500+ other apps.
Can I automatically generate a Zoho Invoice invoice when a Microsoft Dynamics 365 CRM sales order is created?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Zoho Invoice, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Zoho Invoice?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle contact updates during invoicing?
Frequently Asked Questions
Can Zoho Invoice trigger updates back to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I automate Microsoft Dynamics 365 CRM and Zoho Invoice without coding?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Zoho Invoice integration free?
Frequently Asked Questions
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