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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.
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
It's easy to connect Freshsales + Zoho Invoice without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when a new lead is created.
Triggers when a new Contact is added.
Triggers when a new point of contact is added to an existing contact.
Trigger on a new invoice (with line item support).
Triggered when a new project is added.
Creates a new lead.
Updates an existing lead.
Creates a new contact.
Creates a new point of contact for a specific contact.
Creates a new 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.
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.
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