Connect Zoho Billing and Salesforce
Integrate Zoho Billing with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update invoice in Zoho Billing when New Contact in Salesforce
Create Customer in Zoho Billing when New Contact in Salesforce
Create Subscription in Zoho Billing when New Contact in Salesforce
Create an estimate in Zoho Billing when New Contact in Salesforce
Update Customer in Zoho Billing when New Contact in Salesforce
Popular Zoho Billing + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho Billing
When this happens...
New Subscription
New Customer Created
New Product Created
New Invoice
Deleted Subscription
Updated Customer
Updated Invoice
Voided Invoice
Subscription Updated
Updated Subscription Reactivated
New Project Created
New Quote Created
New Payment Received
New Successful Payment
Updated Invoice
Choose an action
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Add Contact to Campaign dev
Update invoice in Zoho Billing when New Contact in Salesforce
Use this flowCreate Customer in Zoho Billing when New Contact in Salesforce
Use this flowCreate Subscription in Zoho Billing when New Contact in Salesforce
Use this flowCreate an estimate in Zoho Billing when New Contact in Salesforce
Use this flowUpdate Customer in Zoho Billing when New Contact in Salesforce
Use this flowFind Invoice in Zoho Billing when New Contact in Salesforce
Use this flowFind Customer in Zoho Billing when New Contact in Salesforce
Use this flowCreate a Item in Zoho Billing when New Contact in Salesforce
Use this flowRecord Payment in Zoho-billing when New Contact in Salesforce
Use this flowCreate Product in Zoho Billing when New Contact in Salesforce
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Billing and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Subscription
Runs when new subscription is created within a chosen time window.
New Customer Created
Runs when a customer is created
New Product Created
Runs when new product is created. You can set the polling interval (minutes).
New Invoice
Triggers when new invoice is created
Deleted Subscription
Runs when deleted subscription is detected within the chosen time window.
Updated Customer
Runs when a customer is updated within the configured time window.
Do thisActions
Action is the task that follows automatically within your Zoho Billing integrations.
Update invoice
Update an invoice's items, notes, and terms.
Create Customer
Creates a new customer.
Create Subscription
Creates a subscription for a customer.
Create an estimate
Update existing Create an estimate action with additional fields from Create Quote API
Update Customer
Update a customer's contact, addresses, tax info, templates, and custom fields.
Find Invoice
Find an invoice by number and return its 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 Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho Billing and Salesforce 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 Salesforce 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 Salesforce. No coding required.
Yes. You can set up a workflow where Zoho Billing triggers actions in Salesforce, and a separate workflow where Salesforce 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 Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Billing and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
