QuickBooks + Zoho CRM
Update Zoho CRM Deals with Quickbooks Payment Status
This automation updates the payment status of deals in Zoho CRM based on information from Quickbooks. It is ideal for ensuring that sales teams are always informed about the financial status of their deals, enhancing follow-up and customer relationship management.
Invoice Paid
Triggers when an invoice is marked as paid in QuickBooks.
Update Deal Status
Updates the payment status of the corresponding deal in Zoho CRM.
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How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Update Zoho CRM deals with quickbooks payment status"
Update Zoho CRM deals with quickbooks payment status
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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Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.
Frequently Asked Questions
Our Capabilities
See what DryMerge can do with QuickBooks + Zoho CRM.
Create Zoho CRM Task
Creates a new task in Zoho CRM
Update Zoho CRM Task
Updates an existing task in Zoho CRM
Get Zoho CRM Task
Retrieves details of a specific task from Zoho CRM
Create Zoho CRM Deal
Creates a new deal in Zoho CRM
Update Zoho CRM Deal
Updates an existing deal in Zoho CRM
Get Zoho CRM Deal
Retrieves details of a specific deal from Zoho CRM
Create Zoho CRM Contact
Creates a new contact in Zoho CRM
Update Zoho CRM Contact
Updates an existing contact in Zoho CRM
Get Zoho CRM Contact
Retrieves details of a specific contact from Zoho CRM
Create Zoho CRM Account
Creates a new account in Zoho CRM
Update Zoho CRM Account
Updates an existing account in Zoho CRM
Get Zoho CRM Account
Retrieves details of a specific account from Zoho CRM
App details
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
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
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