Integrate Pipedrive with Zoho Cliq

In recent years, many small businesses have been using CRM and ERP software to manage their business better. But in the market there are various types of software that helps a small business to achieve more. Many small businesses use the services of an accounting firm to manage their finances, some may not have the budget for this and they decide to use some free applications that are available online. This has led to confusion and the business is not sure which application to use.

One of the most popular online applications that is used to manage finances is Pipedrive, it is a cloud-based application that helps small businesses to manage their sales pipeline, contacts and tasks. It also provides an opportunity to get paid from customers for recurring invoices, it can be integrated with other applications such as Zoho Cliq, QuickBooks, Google Analytics and more.

The aim of this article is to introduce Pipedrive and Zoho Cliq services and explain how Pipedrive can integrate with Zoho Cliq and what benefits it will provide to the small business owners.

Integration of Pipedrive and Zoho Cliq

Zoho Cliq is a cloud-based application that helps small businesses to manage their accounts, inventory, sales, expenses, payrpls, projects and more. It is a great top for any small business because it offers many features at no cost. The only drawback is that it requires installation on a computer or laptop and it does not offer mobile support.

Pipedrive is a cloud-based sales management application that was acquired by salesforce in January 2015. It has more than 50% of market share in its category and it consists of two different products; Pipedrive for sales and Pipedrive for teams. The first product helps small businesses to manage their sales pipeline, contacts and tasks while the second one allows users to manage their sales pipeline and tasks with their team members. Pipedrive for teams comes at a monthly price of $29 / per user but it does not include all features of the original product.

It is important to note that both products can be integrated with other applications such as Zoho Cliq, QuickBooks, Google Analytics and more. When it comes to integration between Pipedrive and Zoho Cliq, the process is quite simple. Users need to visit the Pipedrive website, sign up for the account and then visit the Zoho Cliq website and create an integrate account. The integration process will take about 5 minutes or so and then users can start using it.

Pipedrive for sales can be integrated with Zoho Cliq so that when a sale is made in Pipedrive for sales, an invoice will automatically be created in Zoho Cliq with all details about the sale including information such as date, customer name, amount due and more. This creates a seamless experience for users because if they make a sale using either application they can see the invoice in real time after the sale without having to do anything manually. It also reduces the need of going back and forth between applications because everything is visible in one place. A manager can easily see who spd what products or services to whom and how much money has been earned from each sale.

Benefits of Integration of Pipedrive and Zoho Cliq

There are many benefits for integrating Pipedrive with Zoho Cliq such as:

The integration improves the efficiency of the small business by reducing manual work required by users because they can focus on making sales rather than managing tedious tasks like creating invoices or updating information about clients etc.

It is very easy to setup and once it is done it executes automatically every time users make a sale through either application so they don’t have to waste time creating new invoices or updating information about clients manually.

Users can set up automated reminders about payments that are due from customers in order to prevent late payments or rejections. If a customer doesn’t pay an invoice on time the due date notification will remind them about paying on time before the invoice becomes overdue and the customer gets blocked from ordering any new services or products from your business.

The cplaboration of Pipedrive and Zoho Cliq helps small businesses to improve efficiency by reducing manual work required by users because they can focus on making sales rather than managing tedious tasks like creating invoices or updating information about clients etc. It is very easy to setup and once it is done it executes automatically every time users make a sale through either application so they don’t have to waste time creating new invoices or updating information about clients manually. With this integration, users can set up automated reminders about payments that are due from customers in order to prevent late payments or rejections. If a customer doesn’t pay an invoice on time the due date notification will remind them about paying on time before the invoice becomes overdue and the customer gets blocked from ordering any new services or products from your business.

The process to integrate Pipedrive and Zoho Cliq 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.