Zoho Billing + Zoho CRM Integration

Integrate Zoho Billing to Zoho CRM in one click, or tell Integrately AI how you want each subscription handled. Track payments, update your CRM records, alert your team, and trigger follow-ups automatically.

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1.
  • Zoho Billing
    Subscription is cancelled 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 resumed in Zoho Billing Instant
  • Zoho Billing
    Subscription is deleted 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
  • 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
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2.
  • 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
    Search customer in Zoho Billing
  • Zoho Billing
    Create invoice in Zoho Billing
  • Zoho Billing
    Create customer in Zoho Billing
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM

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Ready Workflows Ready Workflows for Zoho Billing + Zoho CRM Integration

Capture new subscriptions, update CRM contacts, sync payment details, alert your team, and trigger follow-ups, all in just one click.

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

Create Zoho Billing contact for new Zoho CRM contact

Creating a new Zoho Billing contact for every new Zoho 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 Zoho 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 Zoho 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 + Zoho CRM Integration

Create Zoho 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 Zoho CRM? This integration will allow you to automatically create a contact for each new order in Zoho 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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Zoho Billing + Zoho CRM Integration

Create Zoho CRM module for new Zoho Billing order

With this Zoho Billing - Zoho CRM integration, whenever a new Zoho Billing order is placed, a new Zoho CRM module will be created for it. This simple automation will help you keep track of your orders and make sure that each one is processed properly.

You can even customize your Zoho CRM spreadsheet to include whatever information you need, such as customer contact information, order details, and shipping information. This automation will save you time and ensure that your business runs smoothly.
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Connect more apps to your Zoho Billing + Zoho CRM flow

Extend your billing and CRM automations with instant notifications, email campaigns, accounting records, and scheduled bookings. Pick a combination and activate it in one click.

Zoho Billing
Zoho CRM
+
SlackSlack (4)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
StripeStripe (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
Z
Z
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Create or update a Zoho CRM contact when a Zoho Billing subscription is created, and notify your sales team in Slack
New Zoho Billing subscriptions immediately update your Zoho CRM contacts and alert your sales team in Slack, eliminating manual entry delays.
Z
Z
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When a Zoho Billing payment fails, update the Zoho CRM contact and alert your finance channel in Slack
Failed payments in Zoho Billing automatically update your Zoho CRM records and notify your finance channel in Slack for immediate review.
Z
Z
S
When a Zoho CRM contact is created, generate a customer in Zoho Billing and announce it in Slack
New Zoho CRM contacts automatically set up customer profiles in Zoho Billing while keeping your team updated in Slack.
Z
Z
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Use Claude to summarise new Zoho Billing customer notes, update Zoho CRM, and post the brief in Slack
Claude analyses new Zoho Billing customer notes before updating your Zoho CRM records and briefing your team in Slack.

Supported triggers and actions for Zoho Billing and Zoho CRM

Mix and match to build the exact automation you need

Zoho Billing
Zoho Billing Triggers & Actions
Instant
Subscription is cancelled in Zoho Billing
Triggers the automation when a subscription is cancelled
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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 resumed in Zoho Billing
Triggers the automation when a subscription is resumed
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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 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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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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Search customer in Zoho Billing
Locates and retrieves customer information
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Create invoice in Zoho Billing
Creates a new invoice
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Create customer in Zoho Billing
Adds a new customer to the database
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Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
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Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
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Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
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Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
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Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
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Lead is created in Zoho CRM
Triggers the automation when a new lead is created
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Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
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User is created in Zoho CRM
Triggers the automation when a new user is created
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Create or Update Lead in Zoho CRM
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Add attachment in Zoho CRM
Adds an attachment to an email or message
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Create module entry in Zoho CRM
Creates a new entry in a module
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Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
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Update module entry in Zoho CRM
Updates the information for a module entry
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Search module entry in Zoho CRM
Searches for a module entry
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Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
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Create or Update Contact in Zoho CRM
Adds or update contact information
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Search contact in Zoho CRM
Finds and retrieves contact information
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Convert lead in Zoho CRM
Convert potential leads into customers
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Search lead in Zoho CRM
Retrieves information for a particular lead
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Add note to module entry in Zoho CRM
Adds a note to a module entry
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Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
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What can you automate with Zoho Billing + Zoho CRM?

Streamline your billing and CRM operations with powerful, ready-made automation workflows.

What you can automate?
🔄
Sync subscriptions and contacts automatically
Create or update Zoho CRM contacts the moment a new subscription is created in Zoho Billing. Eliminate manual data entry and keep your customer database accurate.
📋
Capture every submitted subscription detail
Map all available subscription fields, pricing tiers, and customer metadata into your CRM records. Your CRM becomes a complete source for account management.
🔔
Alert your team instantly on payment events
Notify sales and finance channels in Slack immediately when payments succeed or fail. Ensure your team responds to billing updates without delay.
🔀
Route records based on subscription tier
Apply different follow-up sequences or priority tags in your CRM depending on whether the customer selects a standard or enterprise subscription.
🔄
Keep your CRM updated as invoices change
Automatically update contact records and deal stages whenever invoices are created, updated, or voided in Zoho Billing.
🛡️
Prevent duplicate records across systems
Search existing database entries before creating new contacts or customers. Ensure your CRM and billing tool maintain clean, deduplicated records.
Handle subscription upgrades and cancellations
Automatically update customer account statuses in your CRM whenever subscriptions are upgraded, downgraded, renewed, or cancelled.
💬
Extend your workflow to communication apps
Connect your Zoho Billing and Zoho CRM flow with Slack to send automated notifications and keep your entire team informed of revenue milestones.
And much more...

Who is Zoho Billing + Zoho CRM integration for?

Revenue teams, sales managers, and finance professionals use this integration to keep customer records, billing data, and pipeline updates perfectly synchronized.

Revenue operations managers
Revenue operations managers
Sales account executives
Sales account executives
Customer success managers
Customer success managers
Billing operations specialists
Billing operations specialists
Finance managers
Finance managers
Account managers
Account managers
📈
Revenue operations managers
You're reconciling financial metrics across billing systems, but your reports show outdated subscriber counts because subscription updates are recorded manually — this integration means every new subscription updates your CRM instantly and your metrics stay current.
Sales account executives
You need to act fast when accounts change tiers, but payment failures are buried in billing inboxes and you find out too late — automating both apps means failed payments update your CRM records immediately and your sales pipeline stays accurate.
🤝
Customer success managers
You answer to leadership regarding onboarding milestones, but client accounts take hours to provision across tools after signup — connecting these apps means every new customer profile is created automatically and client onboarding starts without delay.
📊
Billing operations specialists
The volume of new invoices and customer signups is too high for anyone to keep up by hand, leading to data entry errors — this integration means invoice and customer records sync across platforms automatically and your billing workflow runs error-free.
💼
Finance managers
You own the revenue reporting step and depend on sales to hand over deal details before invoicing, causing billing delays — automating both apps means new CRM contacts generate billing profiles instantly and financial handoffs happen seamlessly.
🗂️
Account managers
You need a reliable account history for client reviews, but customer data gets fragmented between billing and CRM tools — with this integration, every subscription change and payment status updates your contact records and your account history stays complete.
Our team

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Why choose Integrately to automate Zoho Billing + Zoho CRM

Build and manage your Zoho Billing + Zoho CRM 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 + Zoho CRM 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?

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Frequently Asked Questions

How do I connect Zoho Billing to Zoho CRM?
Frequently Asked Questions
You can connect Zoho Billing to Zoho CRM in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation and map the fields. It supports seamless integration with Slack, QuickBooks Online, and 1,500+ other apps.
Can I automatically create Zoho CRM contacts from new Zoho Billing subscriptions?
Frequently Asked Questions
Can I connect Zoho Billing, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Zoho Billing and Zoho CRM?
Frequently Asked Questions
How does Zoho Billing handle customer and subscription data during syncs?
Frequently Asked Questions
Can I update Zoho CRM contact records when invoice statuses change?
Frequently Asked Questions
Do I need coding skills to automate Zoho Billing and Zoho CRM?
Frequently Asked Questions
Is the Zoho Billing and Zoho CRM integration free?
Frequently Asked Questions
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You Can Also Connect Zoho Billing or Zoho CRM With 1500+ Other Apps

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