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Pipedrive + Zoho Invoice Integrations

Syncing Pipedrive 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 Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

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 Pipedrive + Zoho Invoice in easier way

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

    Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is 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
  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

  • 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 Pipedrive & Zoho Invoice Integrations Work

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

    (2 minutes)

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

Integration of Pipedrive and Zoho Invoice

Pipedrive

Pipedrive is a sales software designed for salespeople and sales managers. It enables salespeople to track leads, manage their sales process, and generate invoices. It is available as a web-based application, as well as through native applications for iOS and Android. For the purposes of this article, we will focus primarily on the web-based application.

Zoho Invoice

Zoho Invoice is a web-based invoicing and expense tracking service that allows users to create and send invoices from their own cloud accounts. The system also automatically tracks expenses from credit cards, bank account deposits, and PayPal transactions.

Integration of Pipedrive and Zoho Invoice

Integrating Pipedrive with Zoho Invoice allows users to import existing accounts from Zoho Invoice into their accounts in Pipedrive. This means that users can edit account details in Pipedrive to reflect changes that have been made to those accounts in Zoho Invoice. The integration process invpves a few steps:

Step 1. Importing a Zoho Invoice account into Pipedrive

In order to integrate Zoho Invoice with Pipedrive, you first need to import your existing Zoho Invoice account into your Pipedrive account. In order to do this, log in to your Pipedrive account and navigate to Settings > Integrations. Click on “Connect” next to the Zoho Invoice integration. For the Account ID, enter the email address that you used when creating your Zoho Invoice account. For the API Key, you can find your API key by going to Settings > API Keys in your Zoho Invoice account. This will bring up a page showing a list of all the API keys that have been created for your account. Copy the API key from this page and paste it into the API Key field in your Pipedrive account. Click on the checkmark icon at the top right of the page to submit the information. Your Zoho Invoice account should now be integrated with your Pipedrive account. You should see an “Account imported” message at the top of your page that confirms that your account has been added. This means that any new payments or invoices created in your Zoho Invoice account will be automatically imported into your Pipedrive account. If you want to add any existing payments or invoices from your Zoho Invoice account before you start using the integration, you can do so by clicking on Actions > Import payments or Actions > Import invoices. In both cases, you will be given the option of selecting a date range for which you want payments or invoices to be imported from your Zoho Invoice account into Pipedrive. You can then select all of the payments or invoices that you want to import and click on Submit Selected Items at the bottom of the page. However, it’s recommended that you wait until you receive a payment or invoice in your Zoho Invoice account before importing it into your Pipedrive account, since doing so will ensure that any newly added payment or invoice is imported correctly.

Step 2. Exporting a Pipedrive account into Zoho Invoice

In order to export a Pipedrive account into Zoho Invoice, go to Actions > Export in your Pipedrive account and complete the form on the page. If you want all of your accounts to be exported into one invoice, click on the checkbox next to Create one invoice for all selected items and click on Submit Selected Items at the bottom of the page. Otherwise, if you want each of your accounts to be exported separately, make sure not to check this box and click on Submit Selected Items at the bottom of the page instead. You should receive an email confirmation with a link that users can use to download their invoices from their Zoho Invoice accounts once they have been exported successfully. To download an invoice from your Zoho Invoice account, log in to your Zoho Invoice account and go to Transactions > Download PDFs > Transaction History by Date. Select an invoice and click on Actions > Download PDF in the upper left corner of the screen. Then click on Actions > Print Page in Google Chrome or other compatible web browser to print out an individual copy of that invoice.

Benefits of Integration of Pipedrive and Zoho Invoice

The process to integrate Pipedrive 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.