Vtiger CRM + Zoho Billing Integration

Integrate Vtiger CRM to Zoho Billing in one click, or tell Integrately AI how you want each invoice handled. Create invoices, monitor payments, update customers, and keep your financial records synced automatically.

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1.
  • Vtiger CRM
    Lead is created or updated in Vtiger CRM
  • Vtiger CRM
    Contact is created/updated in Vtiger CRM
  • Vtiger CRM
    To Do is created/updated in Vtiger CRM
  • Vtiger CRM
    Account is created/updated in Vtiger CRM
  • Vtiger CRM
    Ticket is created/updated in Vtiger CRM
  • Vtiger CRM
    Opportunity is created/updated in Vtiger CRM
  • Vtiger CRM
    Case is created/updated in Vtiger CRM
  • Vtiger CRM
    Service is created/updated in Vtiger CRM
  • Vtiger CRM
    Event is created/updated in Vtiger CRM
  • Vtiger CRM
    Product is created/updated in Vtiger CRM
  • Vtiger CRM
    Invoice is created/updated in Vtiger CRM
  • Vtiger CRM
    Quote is created/updated in Vtiger CRM
  • Vtiger CRM
    Sales Order is created/updated in Vtiger CRM
  • Vtiger CRM
    PurchaseOrder is created/updated in Vtiger CRM
  • Zoho Billing
    Subscription is resumed in Zoho Billing Instant
  • Zoho Billing
    Subscription is created in Zoho Billing Instant
  • Zoho Billing
    Subscription is paused in Zoho Billing Instant
  • Zoho Billing
    Subscription is deleted in Zoho Billing Instant
  • Zoho Billing
    Subscription is cancelled in Zoho Billing Instant
  • Zoho Billing
    Subscription is downgraded in Zoho Billing Instant
  • Zoho Billing
    Subscription is upgraded in Zoho Billing Instant
  • Zoho Billing
    Subscription is renewed in Zoho Billing Instant
  • Zoho Billing
    Invoice is created in Zoho Billing Instant
  • Zoho Billing
    Invoice is updated in Zoho Billing Instant
  • Zoho Billing
    Invoice is deleted in Zoho Billing Instant
  • Zoho Billing
    Invoice is voided in Zoho Billing Instant
  • Zoho Billing
    Payment is successful in Zoho Billing Instant
  • Zoho Billing
    Payment is failed in Zoho Billing Instant
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2.
  • Vtiger CRM
    Search account in Vtiger CRM
  • Vtiger CRM
    Update account in Vtiger CRM
  • Vtiger CRM
    Update opportunity in Vtiger CRM
  • Vtiger CRM
    Search opportunity in Vtiger CRM
  • Vtiger CRM
    Update contact in Vtiger CRM
  • Vtiger CRM
    Create contact in Vtiger CRM
  • Vtiger CRM
    Search contact by phone in Vtiger CRM
  • Vtiger CRM
    Create todo in Vtiger CRM
  • Vtiger CRM
    Create account in Vtiger CRM
  • Vtiger CRM
    Create product in Vtiger CRM
  • Vtiger CRM
    Create opportunity in Vtiger CRM
  • Vtiger CRM
    Search contact by email in Vtiger CRM
  • Vtiger CRM
    Create case in Vtiger CRM
  • Vtiger CRM
    Create service in Vtiger CRM
  • Vtiger CRM
    Create module record in Vtiger CRM
  • Vtiger CRM
    Create event in Vtiger CRM
  • Vtiger CRM
    Create ticket in Vtiger CRM
  • Zoho Billing
    Create customer in Zoho Billing
  • Zoho Billing
    Search customer in Zoho Billing
  • Zoho Billing
    Update customer in Zoho Billing
  • Zoho Billing
    Email an invoice in Zoho Billing
  • Zoho Billing
    Search invoice in Zoho Billing
  • Zoho Billing
    Create subscription in Zoho Billing
  • Zoho Billing
    Create contact person in Zoho Billing
  • Zoho Billing
    Create payment in Zoho Billing
  • Zoho Billing
    Create invoice in Zoho Billing

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Ready Workflows Ready Workflows for Vtiger CRM + Zoho Billing Integration

Create invoices, track customer subscriptions, monitor payments, update records, and sync customer data, all in just one click.

Most popular automationsmost-popular-automations
Vtiger CRM + Zoho Billing Integration

Create Zoho Billing contact for new Vtiger CRM contact

Creating a new Zoho Billing contact for every new Vtiger CRM contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Vtiger CRM - Zoho Billing integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Zoho Billing and Vtiger CRM systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Zoho Billing + Vtiger CRM Integration

Create Vtiger CRM contact from new Zoho Billing order

As an online store owner, you're likely using Zoho Billing to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Zoho Billing with Vtiger CRM? This integration will allow you to automatically create a contact for each new order in Vtiger CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Connect more apps to your Vtiger CRM + Zoho Billing flow

Streamline subscription billing by syncing customer records with team alerts, financial ledgers, and CRM updates. Pick a combination and activate it in one click.

Vtiger CRM
Zoho Billing
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
HubSpotHubSpot (4)
+
ZendeskZendesk (4)
V
Z
S
When an Invoice is created/updated in Vtiger CRM, create a customer in Zoho Billing, and record the payment in Stripe.
New Vtiger CRM invoices immediately generate a Zoho Billing customer and log the transaction in Stripe, eliminating manual accounting entries.
Z
V
S
When a Payment is successful in Zoho Billing, update the account in Vtiger CRM and record the charge in Stripe.
Successful Zoho Billing payments update your Vtiger CRM accounts and log the charge in Stripe without manual intervention.
Z
V
S
When a Subscription is created in Zoho Billing, create a contact in Vtiger CRM and add the subscriber in Stripe.
New Zoho Billing subscriptions automatically populate your Vtiger CRM contacts list and register the subscriber in Stripe.
Z
V
S
Use Claude to evaluate failed Zoho Billing payments, update the Vtiger CRM ticket, and log a note in Stripe.
Claude analyses failed Zoho Billing payments, updates the Vtiger CRM ticket with insights, and adds a note in Stripe.

Supported triggers and actions for Vtiger CRM and Zoho Billing

Mix and match to build the exact automation you need

Vtiger CRM
Vtiger CRM Triggers & Actions
Lead is created or updated in Vtiger CRM
Triggers the automation when a new lead is created or an existing lead is updated
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Contact is created/updated in Vtiger CRM
Triggers the automation when a contact is created or updated
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To Do is created/updated in Vtiger CRM
Triggers the automation when a To Do is created or updated
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Account is created/updated in Vtiger CRM
Triggers the automation when an account is created or updated
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Ticket is created/updated in Vtiger CRM
Triggers the automation when a ticket is created or modified
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Opportunity is created/updated in Vtiger CRM
Triggers the automation when any opportunity is created or updated
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Case is created/updated in Vtiger CRM
Triggers the automation when any account is created or updated
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Service is created/updated in Vtiger CRM
Triggers the automation when a service is created or updated
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Event is created/updated in Vtiger CRM
Triggers the automation when any event is created or updated
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Product is created/updated in Vtiger CRM
Triggers the automation when a product is created or updated
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Invoice is created/updated in Vtiger CRM
Triggers the automation when any invoice is added or modified
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Quote is created/updated in Vtiger CRM
Triggers the automation when a quote is created or updated
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Sales Order is created/updated in Vtiger CRM
Triggers the automation when a new sales order is created or updated
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PurchaseOrder is created/updated in Vtiger CRM
Triggers the automation when a purchase order is created or updated
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Search account in Vtiger CRM
Searches for an account
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Update account in Vtiger CRM
Updates an existing account
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Update opportunity in Vtiger CRM
Updates an existing opportunity
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Search opportunity in Vtiger CRM
Searches for an opportunity
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Update contact in Vtiger CRM
Updates an existing contact
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Create contact in Vtiger CRM
Adds a new contact to the database
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Search contact by phone in Vtiger CRM
Finds information about a contact using the phone number
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Create todo in Vtiger CRM
Creates a new to-do item
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Create account in Vtiger CRM
Generates a new account
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Create product in Vtiger CRM
Generates and launch new products
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Create opportunity in Vtiger CRM
Creates a new instance of the support system
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Search contact by email in Vtiger CRM
Finds and retrieves contact information using their email address
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Create case in Vtiger CRM
Generates a new case entry
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Create service in Vtiger CRM
Creates a new service entry
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Create module record in Vtiger CRM
Creates a new record in a module
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Create event in Vtiger CRM
Adds a new contact to the contact list
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Create ticket in Vtiger CRM
Generates a new ticket
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Zoho Billing
Zoho Billing Triggers & Actions
Instant
Subscription is resumed in Zoho Billing
Triggers the automation when a subscription is resumed
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Instant
Subscription is created in Zoho Billing
Triggers the automation when a new subscription is created
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Instant
Subscription is paused in Zoho Billing
Triggers the automation when a subscription is paused
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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 cancelled in Zoho Billing
Triggers the automation when a subscription is cancelled
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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 upgraded in Zoho Billing
Triggers the automation when a subscription is updated
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Instant
Subscription is renewed in Zoho Billing
Triggers the automation when a subscription is renewed
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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
Invoice is updated in Zoho Billing
Triggers the automation when an invoice is updated
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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 voided in Zoho Billing
Triggers the automation when an invoice is canceled and is no longer valid
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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
Payment is failed in Zoho Billing
Triggers the automation when a payment fails
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Create customer in Zoho Billing
Adds a new customer to the database
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Search customer in Zoho Billing
Locates and retrieves customer information
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Update customer in Zoho Billing
Updates a customer's information
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Email an invoice in Zoho Billing
Sends an invoice via email
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Search invoice in Zoho Billing
Locates and retrieves invoices with
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Create subscription in Zoho Billing
Enrolls users in a subscription service
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Create contact person in Zoho Billing
Adds a new contact person to the database
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Create payment in Zoho Billing
Generates and process a payment transaction
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Create invoice in Zoho Billing
Creates a new invoice
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What can you automate with Vtiger CRM + Zoho Billing?

Streamline your customer billing and CRM workflows by connecting Vtiger CRM and Zoho Billing for instant, error-free automation.

What you can automate?
🔄
Sync invoices and customer records instantly
Automatically generate a customer profile and invoice in Zoho Billing the moment a new invoice is created or updated in Vtiger CRM. Keep your sales and billing systems perfectly aligned without manual entry.
📋
Capture every submitted invoice field
Map all available invoice items, line descriptions, and customer metadata from Vtiger CRM directly into Zoho Billing instead of just basic names. Your billing records become comprehensive and accurate.
🔔
Tell the right team member immediately
Send instant notifications to your finance or sales channel in Slack whenever a successful payment is recorded in Zoho Billing or an invoice is updated in Vtiger CRM.
🔀
Route records based on submitted criteria
Perform different actions depending on specific invoice values or subscription tiers submitted in Vtiger CRM, ensuring high-value clients receive priority handling in Zoho Billing.
⏱️
Keep financial destination records up to date
Automatically update customer accounts and invoice statuses in Zoho Billing whenever contact or order details change in Vtiger CRM, preventing outdated information.
🔍
Prevent duplicates with smart search and update
Search existing customer records in Zoho Billing before creating new profiles, updating current entries when matching contacts are found in Vtiger CRM.
⚠️
Handle payment failures and cancellations
Automatically update Vtiger CRM records and notify support teams the moment a payment fails or a subscription is cancelled in Zoho Billing, enabling rapid customer outreach.
💬
Extend your workflow to Slack channels
Connect Vtiger CRM and Zoho Billing with Slack to automatically announce new invoices, payment confirmations, and subscription updates directly to your team.
And much more...

Who is Vtiger CRM + Zoho Billing integration for?

Revenue leaders, billing operators, and customer success teams who need seamless data synchronisation between Vtiger CRM and Zoho Billing to eliminate manual work.

Sales Managers
Sales Managers
Support Leads
Support Leads
Account Managers
Account Managers
Billing Operators
Billing Operators
Sales Executives
Sales Executives
Finance Auditors
Finance Auditors
📈
Sales Managers
You're reviewing revenue metrics in Vtiger CRM but your billing reports only update when someone manually exports payment data, so the conversion counts you're planning around are always a few hours behind — automating both apps means every new subscription record syncs instantly and your pipeline data stays current.
🚨
Support Leads
You manage client questions in Vtiger CRM but find out about failed payments too late when customers complain, leaving your team reacting after accounts get locked — with this integration, every payment failure alert triggers immediate CRM updates so your support agents can act proactively.
🤝
Account Managers
You answer to clients who want immediate confirmation when their billing profiles change, but copying updates between Vtiger CRM and Zoho Billing takes precious time — connecting these apps means client records update automatically and everyone stays on the same page.
Billing Operators
The volume of new customer invoices is too high for anyone to keep up by hand, leading to missed subscription entries and billing discrepancies — integrating these apps means every new invoice and payment syncs instantly without manual intervention.
💼
Sales Executives
You own the customer onboarding process and depend on finance to hand over payment confirmations before closing deals in Vtiger CRM — automating both apps means payment milestones update your CRM records instantly without waiting for internal emails.
📊
Finance Auditors
You need a reliable history of all transactions and keep finding gaps between Vtiger CRM accounts and Zoho Billing records caused by human error — connecting these apps means every transaction logs accurately and your audit trail remains complete.
Our team

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Why choose Integrately to automate Vtiger CRM + Zoho Billing

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

1,500+ apps connected
1,500+ apps connected
Connect Vtiger CRM + Zoho Billing with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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20M+ Ready Automations
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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
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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.
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Frequently Asked Questions

How do I connect Vtiger CRM to Zoho Billing?
Frequently Asked Questions
You can connect Vtiger CRM to Zoho Billing in 1 click using Integrately. Choose from 20 million+ templates or ask Integrately AI to build your custom workflow alongside tools like Slack and Google Sheets.
Can I automatically create Zoho Billing invoices when Vtiger CRM invoices are updated?
Frequently Asked Questions
Can I connect Vtiger CRM, Zoho Billing, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Vtiger CRM and Zoho Billing?
Frequently Asked Questions
How does Vtiger CRM handle contact data during synchronisation?
Frequently Asked Questions
How does Zoho Billing manage subscription updates with Vtiger CRM?
Frequently Asked Questions
Do I need coding skills to automate Vtiger CRM and Zoho Billing?
Frequently Asked Questions
Is the Vtiger CRM and Zoho Billing integration free?
Frequently Asked Questions
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