QuickBooks and Zoho CRM Integration

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Sync QuickBooks with Zoho CRM to automate accounting and sales data flows, creating custom workflows with JavaScript support in Latenode’s visual editor and saving on costs with execution-based pricing.

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QuickBooks

Zoho CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect QuickBooks and Zoho CRM

Create a New Scenario to Connect QuickBooks and Zoho CRM

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a QuickBooks, triggered by another scenario, or executed manually (for testing purposes). In most cases, QuickBooks or Zoho CRM will be your first step. To do this, click "Choose an app," find QuickBooks or Zoho CRM, and select the appropriate trigger to start the scenario.

Add the QuickBooks Node

Select the QuickBooks node from the app selection panel on the right.

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Configure the QuickBooks

Click on the QuickBooks node to configure it. You can modify the QuickBooks URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Sign In

Run node once

Add the Zoho CRM Node

Next, click the plus (+) icon on the QuickBooks node, select Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Zoho CRM.

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Zoho CRM

Authenticate Zoho CRM

Now, click the Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho CRM settings. Authentication allows you to use Zoho CRM through Latenode.

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Configure the QuickBooks and Zoho CRM Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Zoho CRM Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the QuickBooks and Zoho CRM Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring QuickBooks, Zoho CRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the QuickBooks and Zoho CRM integration works as expected. Depending on your setup, data should flow between QuickBooks and Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect QuickBooks and Zoho CRM

QuickBooks + Zoho CRM + Slack: When a new invoice is created in QuickBooks, find the corresponding customer in Zoho CRM and send a notification to a designated Slack channel.

Zoho CRM + PandaDoc + QuickBooks: When a deal is closed in Zoho CRM, automatically generate a contract in PandaDoc from a template. After the document status changes to 'Completed', update the relevant customer's information in QuickBooks.

QuickBooks and Zoho CRM integration alternatives

About QuickBooks

Use QuickBooks within Latenode to automate accounting tasks. Sync invoices, track payments, and manage customer data across platforms. Automate data entry and reporting with no-code tools or custom JavaScript. Connect QuickBooks to your CRM, e-commerce, or payment gateways for streamlined financial workflows that scale easily.

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About Zoho CRM

Connect Zoho CRM to Latenode and automate your sales processes. Automatically update records, trigger email sequences, and sync data with other apps. Streamline lead management and reporting by combining Zoho CRM's features with Latenode's visual editor, AI assistance, and custom code options. Scale workflows affordably with flexible execution-based pricing.

See how Latenode works

FAQ QuickBooks and Zoho CRM

How can I connect my QuickBooks account to Zoho CRM using Latenode?

To connect your QuickBooks account to Zoho CRM on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select QuickBooks and click on "Connect".
  • Authenticate your QuickBooks and Zoho CRM accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Zoho CRM contacts from QuickBooks invoices?

Yes, you can! Latenode’s visual editor simplifies data synchronization between QuickBooks and Zoho CRM, ensuring your contact information is always up-to-date, saving time and improving accuracy.

What types of tasks can I perform by integrating QuickBooks with Zoho CRM?

Integrating QuickBooks with Zoho CRM allows you to perform various tasks, including:

  • Creating new Zoho CRM contacts from new QuickBooks customers.
  • Updating contact information in Zoho CRM when it changes in QuickBooks.
  • Creating QuickBooks invoices from new Zoho CRM deals.
  • Automatically logging payments in Zoho CRM when invoices are paid in QuickBooks.
  • Generating custom reports combining data from both QuickBooks and Zoho CRM.

Can I use JavaScript to customize my QuickBooks + Zoho CRM integration?

Yes! Latenode allows you to use JavaScript code blocks to add complex logic and customize your QuickBooks and Zoho CRM workflows beyond simple data syncing.

Are there any limitations to the QuickBooks and Zoho CRM integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex QuickBooks custom fields may require custom JavaScript mapping.
  • High-volume data synchronization may require optimized workflow design for performance.
  • Real-time updates depend on the API rate limits of both QuickBooks and Zoho CRM.

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