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QuickBooks Online and Zoho CRM integration + automation

QuickBooks Online and Zoho CRM integrations couldn’t be easier with the Tray Platform’s robust QuickBooks Online and Zoho CRM connectors, which can connect to any service without the need for separate integration tools.

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Integrations

Easy QuickBooks + Zoho CRM integrations

Sync sales and accounting operations to rapidly process invoices and payments and accelerate the sales-to-support handoff with QuickBooks Online + Zoho CRM integrations. Our low-code interface empowers anyone to bi-directionally sync any data source, including email, FTP, webhooks, flat files (such as CSVs), and any cloud-based tool. You can even use data within custom fields.

Need QuickBooks + Zoho CRM connectors to streamline account management? You can use our visual, drag-and-drop builder to rapidly stand up custom integrations, without relying on IT support. You can connect your entire tech stack to close the loop between sales and finance and flow data across your sales and financial tools anywhere it needs to go.

Streamline handoffs and the quote-to-cash (Q2C) process with greater speed and reliability using powerful, multi-step QuickBooks + Zoho CRM automation. You can build custom, automated workflows that sync records, rapidly equip your sales ops team with key financial data, and make accounting a breeze.

Automation

Automate QuickBooks + Zoho CRM Q2C

Sync payment and invoice data across your tools and build a frictionless quote-to-cash system with powerful low-code automation. Our library of pre-built connectors, data helpers, and custom logic operators empowers any business user to design automated workflows that streamline any sales or post-sales process.

Any business user in finance, sales operations, e-commerce, business operations, or any other team in your organization can easily sync with QuickBooks + Zoho CRM at the API level. You can easily streamline your contract approvals process and improve data hygiene across your entire finance and sales stack.

Launch limitless operations from any custom trigger by connecting QuickBooks + Zoho with all your favorite tools, including your CMS, e-commerce software, payment processing tools, email, file management systems, and internal chat tools. Streamline your sales-to-support handoff, execute record updates at scale, and up your data governance game with QuickBooks, Zoho CRM, and the Tray Platform.

Use cases

Unified accounting + sales ops at scale

Need to sync opportunity details with financial records to streamline your records and automatically capture account changes over time? Need to automate your deal desk and invoice processing to accelerate deal management and payments? Need to automatically create QuickBooks accounts for new customers to accelerate onboarding and invoicing? We build our platform on elastic, serverless architecture to ensure that any process you build automatically scales with your evolving data needs.

You can automate and integrate without limits by connecting QuickBooks + Zoho with popular tools, including Salesforce, Shopify, HubSpot, Stripe, Amazon Marketplace, LinkedIn, G Suite, Twilio, Gmail, and WordPress. We can reliably execute heavy-duty jobs that process billions of events on a daily basis.

Security experts at leading firms trust us to securely process even their most sensitive data. Our platform is SOC 2 Type 2-certified and compliant with data privacy regulations such as GDPR, CCPA, and HIPAA.

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QuickBooks Online and Zoho CRM Connector Details

QuickBooks Online

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UsesFinance and Accounting

CategoryFinance and Accounting

Triggers

Webhook

Connector TypeTray Connector

Operations

Create purchaseCreate time activityCreate accountCreate billCreate customerCreate employeeCreate invoiceCreate vendorDelete purchaseDelete time activityDelete transferGet accountand 34 more...

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Zoho CRM

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UsesSales, Marketing

CategoryCustomer Relationship Management (CRM)

Connector TypeTray Connector

Operations

Create specific recordConvert leadCreate/Update recordsDelete recordsGet organizationGet recordGet userList recordsList usersUpdate recordsUpdate specific recordSearch records

View documentation

Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.
Jonathan Tartell, CPA VP of Operations and Finance