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Zoho Books logo

Connect Microsoft Dynamics CRM to Zoho Books

Automate workflows and sync data between Microsoft Dynamics CRM and Zoho Books with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Microsoft Dynamics CRM & Zoho Books?

Automated Invoice Generation

Create invoices in Zoho Books automatically when deals close in Microsoft Dynamics CRM or orders are placed.

Financial Data Synchronization

Keep customer payment history and financial records synchronized between Microsoft Dynamics CRM and Zoho Books for accurate reporting.

Revenue Recognition Automation

Automatically record revenue and update financial records in Zoho Books based on sales activities in Microsoft Dynamics CRM.

Available Triggers & Actions

Microsoft Dynamics CRM logo

Microsoft Dynamics CRM

Actions (5)

Custom API Call

Make a custom API call to a specific endpoint

Auth Required
Get Record

Retrieves an existing record.

Auth Required
Create Record

Creates a new record.

Auth Required
Delete Record

Deletes an existing record.

Auth Required
Update Record

Updates an existing record.

Auth Required
Zoho Books logo

Zoho Books

Actions (1)

Custom API Call

Send a custom API call to a specific endpoint

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Microsoft Dynamics CRM trigger → Create/Update in Zoho Books

Most Popular
Microsoft Dynamics CRMMicrosoft Dynamics CRM

New event occurs

Zoho BooksZoho Books

Custom API Call

How It Works

1

Connect Apps

Authenticate your Microsoft Dynamics CRM and Zoho Books accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Microsoft Dynamics CRM and Zoho Books with 0 available triggers for instant updates.

Automated Actions

Execute 6 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Microsoft Dynamics CRM and Zoho Books in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Microsoft Dynamics CRM and Zoho Books with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Zoho Books logoMicrosoft Dynamics CRM logo

Reverse Integration Available

Also connect Zoho Books to Microsoft Dynamics CRM for bidirectional automation

View Integration
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All Microsoft Dynamics CRM Integrations

Explore all available Microsoft Dynamics CRM connections

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All Zoho Books Integrations

Explore all available Zoho Books connections

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