How to Integrate Zoho with QuickBooks Online Using Pabbly Connect

Learn how to integrate Zoho CRM with QuickBooks Online using Pabbly Connect. Follow our step-by-step guide for seamless automation. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Zoho and QuickBooks Integration

To integrate Zoho CRM with QuickBooks Online, you will first need to set up Pabbly Connect. This platform allows you to automate workflows without any coding skills. Start by signing up for a free account on the Pabbly Connect website.

Once you have created your account, log in to access the dashboard. Click on the ‘Create Workflow’ button to begin setting up your integration. Name your workflow appropriately, such as ‘Zoho CRM to QuickBooks’ and click on the ‘Create’ button to load your workflow page.

2. Configuring the Trigger Application: Zoho CRM

In this section, you will configure Zoho CRM as the trigger application within Pabbly Connect. Select Zoho CRM from the trigger application options and choose the trigger event as ‘New Module Entry’. This event will activate the workflow when a new contact is added to Zoho CRM.

• Select ‘New Module Entry’ as the trigger event.
• Choose the ‘Contacts’ module to capture new entries.

After selecting the module, click on the ‘Connect’ button to establish a connection with Zoho CRM. If this is your first time connecting, choose the ‘Add New Connection’ option. You will need to input your Zoho account domain, which is typically in the format of ‘zoho.com’. After entering the domain, click ‘Save’ to connect.

3. Testing the Zoho CRM Connection

Once connected, you can test the integration to ensure data is flowing correctly from Zoho CRM to Pabbly Connect. Click on the ‘Save and Send Test Request’ button to fetch the most recent contact data from your Zoho CRM account.

If successful, you will see the details of the recently created contact, including the name, email address, and other relevant information. For example, you might see a contact named Chris Harris with their email and phone number displayed. This confirms that your connection is working correctly.

4. Setting Up the Action: QuickBooks Online

Now, you will set up QuickBooks Online as the action application. In Pabbly Connect, choose QuickBooks Online and select the action event as ‘Create Customer’. This action will create a new customer in QuickBooks whenever a contact is added in Zoho CRM.

• Select ‘Create Customer’ as the action event.
• Click on ‘Connect’ to link QuickBooks Online with Pabbly Connect.

After establishing the connection, you will need to map the fields from Zoho CRM to QuickBooks. Input the required customer details like the display name, email, and phone number. Finally, click on ‘Save and Send Test Request’ to create a test customer in QuickBooks Online.

5. Verifying the QuickBooks Integration

After sending the test request, check your QuickBooks Online account to verify that the customer has been created successfully. Refresh the contact section in QuickBooks to see if the new customer, such as ‘Demo Person’, appears in the list.

Upon clicking on the newly created customer, you should see all the mapped details reflected accurately. This confirms that your integration between Zoho CRM and QuickBooks Online through Pabbly Connect is functioning as intended.

Conclusion

Integrating Zoho CRM with QuickBooks Online using Pabbly Connect allows for seamless automation of customer data management. By following the steps outlined in this tutorial, you can ensure that every new contact in Zoho is automatically added as a customer in QuickBooks, enhancing your workflow efficiency.