Connect Zoho Billing and Zoho CRM
Integrate Zoho Billing with Zoho CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a lead in Zoho CRM when New Subscription in Zoho Billing
Create a lead in Zoho-crm when New Subscription in Zoho Billing
Create Record in Zoho CRM when New Subscription in Zoho Billing
Update a lead in Zoho CRM when New Customer in Zoho Billing
Create a lead in Zoho-crm when New Customer in Zoho Billing
Popular Zoho Billing + Zoho CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho Billing
When this happens...
New Subscription
New Customer
New Product
New Invoice
Cancel Subscription
Update Customer
Updated Invoice
Invoice Voided
Subscription Updated
Subscription Reactivated
New Project Created
New Quote Created
Payment Received
Failed Payment
Invoice Paid
Choose an action
Zoho CRM
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tags to Leads
Search Contact
Attach File to Record
Find Module
Create Record
Update a lead in Zoho CRM when New Subscription in Zoho Billing
Use this flowCreate a lead in Zoho-crm when New Subscription in Zoho Billing
Use this flowCreate Record in Zoho CRM when New Subscription in Zoho Billing
Use this flowUpdate a lead in Zoho CRM when New Customer in Zoho Billing
Use this flowCreate a lead in Zoho-crm when New Customer in Zoho Billing
Use this flowCreate Record in Zoho CRM when New Customer in Zoho Billing
Use this flowUpdate a lead in Zoho CRM when New Product in Zoho Billing
Use this flowCreate a lead in Zoho-crm when New Product in Zoho Billing
Use this flowCreate Record in Zoho CRM when New Product in Zoho Billing
Use this flowUpdate a lead in Zoho CRM when New Invoice in Zoho Billing
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Billing and Zoho CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Subscription
Triggers when a new subscription is created
New Customer
Triggers when customer is created
New Product
Triggers when new product is created
New Invoice
Triggers when new invoice is created
Cancel Subscription
Triggers when subscription is cancelled
Update Customer
Triggers when a customer is updated.
Do thisActions
Action is the task that follows automatically within your Zoho Billing integrations.
Create Invoice
Create an invoice for a customer with items, shipping, adjustments, and payment options.
Update invoice
Update an invoice's items, notes, and terms.
Create or Update Customer
Creates a new customer.
Create an estimate
Create an estimate for a customer including items, quantities, prices, discounts, and terms.
Update customer
Update a customer's details, addresses, and custom fields.
Find Invoice
Retrieve's existing invoice details.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Zoho Billing
Zoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.
Learn moreAbout Zoho CRM
Zoho CRM is an AI-powered customer relationship management platform that helps businesses manage leads, contacts, deals, customer interactions, sales automation, forecasting, and analytics in one place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho Billing and Zoho CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Zoho Billing and Zoho CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zoho CRM. No coding required.
Yes. You can set up a workflow where Zoho Billing triggers actions in Zoho CRM, and a separate workflow where Zoho CRM triggers actions in Zoho Billing. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Zoho Billing and Zoho CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Billing and Zoho CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
