This app will sync contacts and customers between QuickBooks and Zoho CRM. It will also create invoices QuickBooks based on Closed Won potentials.
Coming soon to Apps.com
Start the ones that are applicable to you.
- New contact in Zoho CRM creates a new customer in QuickBooks
- New customer in QuickBooks creates a new contact in Zoho CRM
- New Closed Won potential Zoho CRM creates invoice in QuickBooks
- Updated Closed Won potential Zoho CRM creates invoice in QuickBooks
- Click on start to activate a scenario. Once active, your data will be automatically synced until you stop it.
- Clicking on stop and subsequently on start has the same effect as stop and resume. i.e. you will not lose any records. Workato will continue to process all events since the last event processed.