Alegra is cloud-based accounting software for small firms and entrepreneurs that streamlines administrative tasks.
Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.Zoho CRM Integrations
Alegra + Zoho CRMAdd Attachment in Zoho CRM when New Contact is created in Alegra Read More...
It's easy to connect Alegra + Zoho CRM without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers when a new estimate is created in Alegra.
Triggers when a new invoice is created.
Triggers when a new product or service is created.
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
Crear un contacto nuevo. Creates a new contact.
Crear una nueva cotización. Creates a new estimate.
Crear una nueva factura de venta. Create a new invoice.
Create a new Invoice Payment. Crear un nuevo pago a factura.
Crear ítem en Alegra. Create a Item in Alegra.
Crear un impuesto para ítems. Create a Tax for Items.
Enviar una cotización por correo. Send an estimate via email.
Enviar una factura por email. Send an invoice by email.
Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.
Actualizar un ítem en Alegra. Update an item in Alegra.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
In this article, I will discuss how Alegra and Zoho CRM integrated with each other. In the first part of this article, I will write about Alegra. It is a cloud-based customer relationship management software that provides small businesses and entrepreneurs to build their own digital customer spution to increase the business performance. On the other hand, Zoho CRM is a robust customer relationship management system that helps you to grow your business.
To integrate Alegra and Zoho CRM, you need to have both Zoho CRM and Alegra installed. Sign In to Alegra as an administrator and go to Settings/System/Integrations. Enter the information for connecting Alegra to Zoho CRM. To integrate Alegra and Zoho CRM, you need to enter the fplowing information:
If you want to connect Alegra with Zoho CRM, then it will save your time while entering contacts. When you create a contact in Alegra, it will be automatically created in Zoho CRM unless you deselect the corresponding checkbox in Contact Management screen in Alegra. If you create a new contact in Zoho CRM, then it will also be automatically created in Alegra unless the corresponding checkbox is deselected in Contact Management screen in Alegra. But if you modify information about existing contact in either one of them, then it will not be updated in the other one. This integration between Alegra and Zoho CRM gives an opportunity to save your time while entering contact information in both systems resulting in saving your time while managing your contacts in both systems.
The process to integrate Alegra and Zoho CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.