QuickBooks + Zoho CRM

Log QuickBooks Payments into Zoho CRM Activities

This automation logs all completed payments from QuickBooks as activities in Zoho CRM. This supports streamlined payment tracking and ensures your sales team has up-to-date payment information for all clients, fostering better client relationship management.

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Payment Completed

Triggers when a payment is marked as completed in QuickBooks.

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Log Activity in Zoho

Creates an activity log in Zoho CRM for the completed payment.

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Log QuickBooks payments into Zoho CRM activities"

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Log QuickBooks payments into Zoho CRM activities

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.

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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.

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Frequently Asked Questions

Our Capabilities

See what DryMerge can do with QuickBooks + Zoho CRM.

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New Customer

Triggers when a new customer is created in QuickBooks

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New Invoice

Triggers when a new invoice is created in QuickBooks

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New Payment

Triggers when a new payment is recorded in QuickBooks

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New Vendor

Triggers when a new vendor is created in QuickBooks

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New Bill

Triggers when a new bill is created in QuickBooks

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New Expense

Triggers when a new expense is recorded in QuickBooks

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New Estimate

Triggers when a new estimate is created in QuickBooks

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New Purchase Order

Triggers when a new purchase order is created in QuickBooks

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New Sales Receipt

Triggers when a new sales receipt is created in QuickBooks

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New Time Activity

Triggers when a new time activity is recorded in QuickBooks

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Create Customer

Creates a new customer in QuickBooks

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Create Invoice

Creates a new invoice in QuickBooks

App details

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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.

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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.

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