How can I filter for opportunities with partial payments?

DryMerge allows you to filter opportunities based on their payment status. Specify the criteria for partial payments, and the automation will update only those opportunities.

Can I update multiple fields in Zoho CRM?

Yes, you can update multiple fields in Zoho CRM. Specify which fields you want to update, and DryMerge will handle the updates for you.

Who uses this automation and for what purpose?

This automation is utilized by sales and finance teams to ensure that payment statuses are accurately reflected in the sales pipeline, improving forecasting and follow-up activities.

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Xero + Zoho CRM

Update Zoho CRM opportunities with payment statuses from Xero

Keep your sales pipeline informed by automatically updating the payment statuses of opportunities in Zoho CRM based on the payment statuses in Xero. This helps sales and finance teams stay aligned and ensures accurate forecasting and follow-up activities.

Payment Status Update

Triggers when a payment status updates in Xero.

Update Opportunity

Updates the opportunity payment status in Zoho CRM.

See more Xero to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Update Zoho CRM contacts with new invoice details from Xero

Xero + Zoho CRM

Update Zoho CRM records when Xero invoices are paid

Xero + Zoho CRM

Create Zoho CRM activities for upcoming Xero invoice due dates

Xero + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update Zoho CRM opportunities with payment statuses from Xero"

Update Zoho CRM opportunities with payment statuses from Xero

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.

Sure! Connecting

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.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Xero + Zoho CRM.

Create Xero Inventory Item

Creates a new inventory item in Xero

Create Xero Contact

Creates a new contact in Xero

Search Xero Inventory

Searches for inventory items in Xero

Low Quantity Xero Item

Triggers when inventory items fall below a specified threshold

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

App details

Xero

Xero is a cloud-based accounting software platform for small and medium-sized businesses. Automate invoicing, bank reconciliation, bookkeeping, and more.

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

Microsoft Excel

Spreadsheets

Salesforce

Sales CRM

HubSpot

CRM Platform

Get Started with DryMerge

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