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Freshsales + Zoho Invoice Integrations

Syncing Freshsales 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.

About Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

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 Freshsales + Zoho Invoice in easier way

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

  • 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
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • 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.

How Freshsales & Zoho Invoice Integrations Work

  1. Step 1: Choose Freshsales 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 Freshsales to Zoho Invoice.

    (2 minutes)

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

Integration of Freshsales and Zoho Invoice

Zoho Invoice and Freshsales are two most popular Sales software in the market. Zoho has been very successful and is rapidly growing, at the same time, Freshsales is also gaining popularity. Both of these applications serve the same purpose. Freshsales helps you to forecast your sales while Zoho invoice helps you to track your sales and payments.

If you are a Freshsales user and want to integrate it with Zoho invoice then this article will help you to do so. By integrating these two applications you can automatically create invoices from Freshsales in Zoho Invoice and can also track your incoming payments in Zoho Invoice. You will not need to enter the same info twice which otherwise might result in errors.

Integration between the two applications is quite simple. The fplowing steps will help you to integrate them.

Go to Zoho Invoice -> Settings -> Integrations -> Add Integration -> Freshdesk.

Select the Freshdesk Account for which you want to integrate it with Zoho Invoice.

Select the Freshdesk Apps from which you want to create Invoices in Zoho Invoice (you can select multiple apps.

Create a new API Token in Freshdesk by going to Settings -> API Access Keys -> Create API Key. Copy the API Key.

Go to Settings -> Integrations -> Add Integration -> Freshdesk again, and paste the API key in the API Key field on that page. Then click Save Changes.

Your integration is complete now. You can generate invoices from all the apps that you selected before and they will get added to your Zoho Invoice automatically. In addition, when you receive payments in Zoho Invoice, they will be reflected in Freshdesk automatically as well.

Conclusion

Integrating Freshsales with Zoho Invoice is very useful because it saves your time. You don’t have to enter any data twice as everything is synced properly. This integration would save lot of time for any user who uses Freshsales for Sales Forecasting and Zoho Invoice for tracking their Sales and Payments.

The process to integrate Freshsales 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.