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EngageBay + Zoho Invoice Integrations

Syncing EngageBay with Zoho Invoice is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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About EngageBay

EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.

About Zoho Invoice

Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.

Zoho Invoice Integrations
Connect EngageBay + Zoho Invoice in easier way

It's easy to connect EngageBay + Zoho Invoice without coding knowledge. Start creating your own business flow.

    Triggers
  • New Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

  • New Contact

    Triggers when a new Contact is added.

  • New Contact Person

    Triggers when a new point of contact is added to an existing contact.

  • New Invoice

    Trigger on a new invoice (with line item support).

  • New Project

    Triggered when a new project is added.

    Actions
  • Add Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Contact Person

    Creates a new point of contact for a specific contact.

  • Create Invoice

    Creates a new invoice.

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How EngageBay & Zoho Invoice Integrations Work

  1. Step 1: Choose EngageBay as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Invoice as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from EngageBay to Zoho Invoice.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of EngageBay and Zoho Invoice

EngageBay is a company that offers the latest marketing tops for online businesses to expand their business and improve their online presence. EngageBay is the ultimate spution for online marketers who want to maximize their ROI (Return on Investment. and improve their conversions. There are various sputions integrated into EngageBay, including email marketing, landing page builder, lead generation, social media marketing and many more.

Zoho Invoice is an invoice software that allows users to track every cost incurred while working with a client. The invoice software features invoicing, scheduling, reporting, accounting and many more. Zoho Invoice also offers time tracking which allows users to track the time spent on a project. Users can also create a project timeline and generate reports on those projects.

Integration of EngageBay and Zoho Invoice allows users to manage all their marketing activities with just one account. They can view all the campaigns, emails sent, sales and leads from one single place. Zoho Invoice integrates with EngageBay by creating a new invoice template in Zoho Invoice with the details of a specific campaign. Users can add payment details and then send it directly to an email address or upload the invoice in the web app. This workflow makes it easy for users to keep an eye on how their campaigns are performing. For example, if a user has created a campaign in EngageBay to promote his company’s website, he can then see the progress of that campaign in Zoho Invoice.

Integration of EngageBay and Zoho Invoice creates a more efficient workflow for online marketers. It helps them get a deeper insight into their campaigns and check the progress of their marketing activities. This integration helps you save time and money simultaneously by automating your workflow.

The process to integrate EngageBay and Zoho Invoice 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am