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Keap CRM (formerly Infusionsoft) helps you grow your business, improve customer service & increase sales. Make customers happy.
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 Keap + Zoho Invoice without coding knowledge. Start creating your own business flow.
Triggers when a new appointment created.
Triggers when a new company created.
Triggers when a new contact created.
Trigger when a new invoice created.
Trigger when a new payment received.
Triggers when new tag is created.
Triggers when a new task is created.
Triggers when an existing contact is updated.
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 company.
Creates a new invoice.
Creates a new note on a contact record.
Creates a new task.
Creates a new contact or updates an existing contact.
Apply tags to a contact.
Creates a new contact.
Creates a new point of contact for a specific contact.
Creates a new invoice.
Keap is a top that helps you to store data about your products, services, customers, suppliers and the ecosystem in which they operate. It is designed for fast product discovery, purchase decisions, service contracts, legal compliance, market research, customer service and other areas.
Zoho Invoice is an online invoicing software that will help you to generate professional-looking invoices within minutes. The invoices created are customizable and can be sent through email or printed out. You can schedule your invoice payments and track them with automated reminders via emails and texts. You can also build a portfpio of your previous work and present them to potential clients with the option of entering their contact information with just one click.
Integration of Keap and Zoho Invoice will enable users to:
Access and share most recently purchased products and services from Keap and send them directly to Zoho Invoice.
View purchased products and services purchased with Zoho Invoice and send them directly to Keap for future reference.
Create new items, add descriptions and attach images from Keap to Zoho Invoice.
Capture documents such as receipts, invoices and bills into Zoho Invoice directly from Keap.
Review invoices submitted through Zoho Invoice and add comments on them directly from Keap.
Advantages of integrating Keap and Zoho Invoice include:
The process to integrate Keap 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.