QuickBooks + Zoho CRM

Create Quickbooks Estimates from Zoho CRM Leads

This automation helps businesses efficiently manage potential sales by generating estimates in Quickbooks whenever new leads are added in Zoho CRM. This ensures quick follow-up with potential clients, improving the chances of conversion.

zoho_crm Logo

New Lead Added

Detects when a new lead is added to your Zoho CRM.

quickbooks Logo

Create Quickbooks Estimate

Automatically generates an estimate in Quickbooks for the new lead, setting you up for a swift follow-up.

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create quickbooks estimates from Zoho CRM leads"

Speech bubble

Create quickbooks estimates from Zoho CRM leads

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Connect background

Sure! Connecting

QuickBooks Logo + Zoho CRM Logo

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

QuickBooks Logo
Zoho CRM Logo

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with QuickBooks + Zoho CRM.

quickbooks Logo

New Customer

Triggers when a new customer is created in QuickBooks

quickbooks Logo

New Invoice

Triggers when a new invoice is created in QuickBooks

quickbooks Logo

New Payment

Triggers when a new payment is recorded in QuickBooks

quickbooks Logo

New Vendor

Triggers when a new vendor is created in QuickBooks

quickbooks Logo

New Bill

Triggers when a new bill is created in QuickBooks

quickbooks Logo

New Expense

Triggers when a new expense is recorded in QuickBooks

quickbooks Logo

New Estimate

Triggers when a new estimate is created in QuickBooks

quickbooks Logo

New Purchase Order

Triggers when a new purchase order is created in QuickBooks

quickbooks Logo

New Sales Receipt

Triggers when a new sales receipt is created in QuickBooks

quickbooks Logo

New Time Activity

Triggers when a new time activity is recorded in QuickBooks

quickbooks Logo

Create Customer

Creates a new customer in QuickBooks

quickbooks Logo

Create Invoice

Creates a new invoice in QuickBooks

App details

QuickBooks Logo

QuickBooks

QuickBooks is an accounting software package for managing sales and expenses and keeping track of daily transactions. Sync financial data and automate accounting tasks.

Zoho CRM Logo

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.

Related apps

Get Started with DryMerge

Sign up for a free trial and start automating today.