Zoho CRM + WHMCS Integration

Connect Zoho CRM to WHMCS in 1 click

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1.
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
  • WHMCS
    Invoice is paid in WHMCS
  • WHMCS
    Order is created in WHMCS
  • WHMCS
    Invoice is created in WHMCS
  • WHMCS
    Client is created in WHMCS
  • WHMCS
    Ticket is created in WHMCS
  • WHMCS
    Todo item is created in WHMCS
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2.

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Most popular automationsmost-popular-automations
Zoho CRM + WHMCS Integration

Create WHMCS contact for new Zoho 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 Zoho CRM - WHMCS integration, anytime a new Zoho CRM contact is created, an WHMCS 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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WHMCS + Zoho CRM Integration

Create Zoho CRM module for new WHMCS contact

When a new contact is created in your WHMCS, you can automatically create a module for them in your Zoho CRM. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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WHMCS + Zoho CRM Integration

Create Zoho CRM contact from new WHMCS ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Zoho CRM. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Zoho CRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Zoho CRM.

This makes it easy to keep track of your support tickets and contacts in one place.
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Who Is This Integration For?

Hosting Providers
Hosting Providers
IT Service Companies
IT Service Companies
Digital Agencies
Digital Agencies
Domain Registrars
Domain Registrars
Software Sellers
Software Sellers
Hosting Providers
Sometimes hosting providers using WHMCS struggle to keep their customer records updated in multiple platforms, such as ZohoCRM. They manually copy data and risk errors, leading to potential loss of important customer interactions.
IT Service Companies
IT service companies find it challenging to manage service tickets and associated customer details across WHMCS and ZohoCRM. Disconnected customer information makes it hard to provide a seamless service experience.
Digital Agencies
Digital agencies handle many client billing and CRM records across platforms like WHMCS and ZohoCRM. This disjointed system complicates client relationship management and invoice follow-ups, negatively affecting agency workflows.
Domain Registrars
Domain registrars must manage different customer and lead data streams coming through WHMCS. Without syncing with ZohoCRM, they face inefficiencies in tracking sales opportunities and customer communications.
Software Sellers
Software sellers using WHMCS for billing need aligned CRM records for licensing and renewal follow-ups in ZohoCRM. Inconsistencies can cause customer dissatisfaction when information is outdated or incorrect.
Zoho CRM logo
WHMCS logo

What Can You Automate With Zoho CRM + WHMCS

Sync new WHMCS customers with ZohoCRM
Whenever someone becomes a customer in WHMCS, automatically add them to ZohoCRM. This ensures your CRM always has up-to-date customer profiles, helping you manage your relationships effortlessly.
Create ZohoCRM leads from WHMCS invoices
Automatically generate leads in ZohoCRM when new invoices are created in WHMCS. This helps you track potential upselling opportunities without manually transferring data.
Update ZohoCRM contacts from WHMCS client changes
When customer details are updated in WHMCS, reflect these changes in ZohoCRM without lifting a finger. You'll always have accurate, real-time contact information across your platforms.
Add ZohoCRM deals for new WHMCS product purchases
Capture every new product purchase in WHMCS by creating a new deal in ZohoCRM. This enables you to monitor sales performance and manage deals more efficiently.
Create ZohoCRM tasks from WHMCS support tickets
When a new support ticket is logged in WHMCS, create a task in ZohoCRM to ensure follow-ups or resolutions without missing a beat. Keep your customer support smooth and well-tracked.
And much more...
Automations

Top 10 Most Popular Zoho CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Zoho CRM logo
Create Zoho CRM module for new Elementor Forms form submission
Activate
WA Web Plus logo
Zoho CRM logo
Create Zoho CRM module for new whatsapp event received in WA Web Plus
Activate
Google Sheets logo
Zoho CRM logo
Create Zoho CRM module for new Google Sheets row
Activate
Zoho CRM logo
AiSensy logo
Send AiSensy template message for updated Zoho CRM module
Activate
Elite Funnels logo
Zoho CRM logo
Create Zoho CRM module for new Elite Funnels form submission
Activate
Elementor Forms logo
Zoho CRM logo
Create Zoho CRM module for new Elementor Forms form submission
Activate
WA Web Plus logo
Zoho CRM logo
Create Zoho CRM module for new whatsapp event received in WA Web Plus
Activate
Google Sheets logo
Zoho CRM logo
Create Zoho CRM module for new Google Sheets row
Activate
Zoho CRM logo
AiSensy logo
Send AiSensy template message for updated Zoho CRM module
Activate
Elite Funnels logo
Zoho CRM logo
Create Zoho CRM module for new Elite Funnels form submission
Activate
WhatsApp logo
Zoho CRM logo
Create Zoho CRM module for new message received in WhatsApp
Activate
Google Sheets logo
Zoho CRM logo
Create Zoho CRM contact for new Google Sheets row
Activate
WPForms logo
Zoho CRM logo
Create Zoho CRM module for new WPForms form submission
Activate
Webflow (Legacy) logo
Zoho CRM logo
Create Zoho CRM module for new Webflow form submission
Activate
Tally logo
Zoho CRM logo
Create Zoho CRM module for new Tally response
Activate
WhatsApp logo
Zoho CRM logo
Create Zoho CRM module for new message received in WhatsApp
Activate
Google Sheets logo
Zoho CRM logo
Create Zoho CRM contact for new Google Sheets row
Activate
WPForms logo
Zoho CRM logo
Create Zoho CRM module for new WPForms form submission
Activate
Webflow (Legacy) logo
Zoho CRM logo
Create Zoho CRM module for new Webflow form submission
Activate
Tally logo
Zoho CRM logo
Create Zoho CRM module for new Tally response
Activate

Top 10 Most Popular WHMCS Automations from
Integrately Community

Most popularmost-popular-automations
01
WooCommerce logo
WHMCS logo
Create WHMCS contact from new WooCommerce customer
02
WHMCS logo
PerfexCRM logo
Create PerfexCRM contact for new WHMCS contact
03
Chatbot logo
WHMCS logo
Create WHMCS contact for new Chatbot response
04
WHMCS logo
WhatsApp logo
Send WhatsApp message for new WHMCS ticket
05
tawk.to logo
WHMCS logo
Create WHMCS ticket for new tawk.to chat
cloud
WHMCS
app integration
06
WHMCS logo
WhatsApp logo
Send WhatsApp message for new WHMCS todo item
07
WHMCS logo
Twilio logo
Send Twilio sms for new WHMCS contact
08
WHMCS logo
Telegram logo
Send Telegram message for new WHMCS todo item
09
WHMCS logo
WordPress logo
Create WordPress user for new WHMCS contact
10
Instamojo logo
WHMCS logo
Create WHMCS contact from new Instamojo payment
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2
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You Can Also Connect Zoho CRM or WHMCS With 1400+ Other Apps

Zoho CRM
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.
WHMCS
WHMCS
WHMCS is a powerful billing & support platform for online businesses. It allows you to create products, manage clients, automate recurring billing and handle complex support cases with ease.