Create an account in Zoho CRM when a counterparty is added

Create an account in Zoho CRM when a counterparty is added

If you have the need to create an account in Zoho CRM automatically when a counterparty of the type "Customer" is added in Zoho Contracts, you can use the sample flow mentioned below.

The Account Type set will be Customer, and the counterparty details that are populated in the account record are: Account Name, Billing Address, Billing City, Billing State, Billing Country, Billing Code, and Website.

Steps to find and use the flow:

1. Access your Zoho Flow account by entering in your browser's address bar.
2. Create an organization in Zoho Flow if you don't have an account in Zoho Flow.
3. Click Explore Gallery at the top.
4. Search "Zoho Contracts" in the app search field.
5. Click Zoho Contracts from the search result.
6. Click Use This Flow when you mouse over on the "Create an account in Zoho CRM..." flow displayed on the right-side.
7. Follow the step-by-step guide to configure and use it.

If you need help trying this integration, please reach us at We will help you configure the flow. 


      • Sticky Posts

      • Adding signature fields in your contract template

        When you send a contract document for the signing process, you have to insert the signature fields into your contract document by dragging and dropping them for each signer. It won't be effort-intensive for contracts that have fewer pages or signers.
      • Contract creation for Accounts and Vendors in CRM integration

        One of the most sought feature requests in our Zoho CRM integration is the ability to request contracts for other modules such as Accounts and Vendors. Even though we have considered it on our priority list, we felt it would be helpful for our valuable
      • Mapping Billing Country Field to Your Contract Template Field

        In Zoho CRM, while configuring Counterparty Fields Mapping to map counterparty information in your contract type, the field 'Billing Country' doesn't have the support to be mapped due to field type mismatch. Because the Billing Country field in Zoho CRM
      • Bulk Import Counterparty Data

        Currently, as the feature to bulk import counterparty data is not available, here is a solution using our APIs that would be useful for our customers. For example, Zoho CRM customers can import their Accounts as counterparties in Zoho Contracts. Using