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SharpSpring + Zoho Invoice Integrations

Syncing SharpSpring 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 SharpSpring

SharpSpring is an affordable marketing tool for marketing agencies and SMBs. It helps businesses drive more leads, convert leads into sales, and optimize marketing ROI.

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 SharpSpring + Zoho Invoice in easier way

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

    Triggers
  • New Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

  • 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 Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

  • 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 SharpSpring & Zoho Invoice Integrations Work

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

    (2 minutes)

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

Integration of SharpSpring and Zoho Invoice

    SharpSpring?

SharpSpring is an easy to use marketing automation platform that helps B2B companies get more out of their marketing campaigns. With its help, you can connect your marketing campaigns with your sales pipeline, increase the ROI on every marketing dplar spent, and reduce your time to market by up to 50% or more.

    Zoho Invoice?

Zoho Invoice gives you an easy way to cplect payments from customers for products and services rendered. With it you can send invoices, manage your billing, track your cash flow, get paid online, get paid via check or bank transfer, get paid automatically with recurring billing, and get paid by credit card.

    Integration of SharpSpring and Zoho Invoice

SharpSpring’s integration with Zoho Invoice allows you to send qualified leads directly into Zoho Invoice. You can also send contacts that have already placed an order in Zoho Invoice into SharpSpring’s lead nurturing campaign so you can fplow up with them later.

    Benefits of Integration of SharpSpring and Zoho Invoice

With this integration, you are able to:

Send qualified leads directly into Zoho Invoice. You can also send contacts that have already placed an order in Zoho Invoice into SharpSpring’s lead nurturing campaign so you can fplow up with them later. This provides a seamless experience for you as a marketer as you do not have to worry about sending the contact into another system. You just have to place an order in Zoho Invoice and SharpSpring will automatically take care of the rest. This saves a lot of time as you do not have to manually import contacts from one system to another. Send a confirmation email to a customer when they place an order in Zoho Invoice. Track the number of orders placed in Zoho Invoice so you can see how well your marketing campaign is performing. If you want to see how many people opened your email, click on View open reports under the action dropdown.

The process to integrate SharpSpring 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.