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SugarCRM + Zoho Invoice Integrations

Syncing SugarCRM 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 SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

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 SugarCRM + Zoho Invoice in easier way

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

    Triggers
  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

  • 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 Case

    Create a new case

  • 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 SugarCRM & Zoho Invoice Integrations Work

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

    (2 minutes)

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

Integration of SugarCRM and Zoho Invoice

Zoho Invoice and SugarCRM are two of the most popular business application software in the market today. Zoho Invoice is a cloud based invoicing spution, while SugarCRM is an open source CRM (Customer Relationship Management. spution. SugarCRM and Zoho Invoice integration provides many benefits which include improved customer relationship management, invoice tracking and improved bookkeeping system.

Integration of SugarCRM and Zoho Invoice does not require much effort and would be beneficial to any company that uses either product. Integration can done with few steps and would enable companies to track and manage invoice and correspondences together.

Integration of SugarCRM and Zoho Invoice

Integration of SugarCRM and Zoho Invoice can be done using Zapier, an online top for integrating applications such as SugarCRM and Zoho Invoice. With Zapier, integration between SugarCRM and Zoho Invoice can be achieved within minutes. There are numerous processors available for integration including:

Sending an email when a contact gets added to a SugarCRM campaign

Sending an email when a customer account is created in SugarCRM

Sending an email when a lead is converted into a customer in SugarCRM

Creating a new invoice in SugarCRM from a customer record in Zoho

Benefits of Integration of SugarCRM and Zoho Invoice

There are numerous benefits of integrating SugarCRM and Zoho Invoice. Integration will save time as both applications could be used at the same time. Businesses will also benefit from reduced cost as less licenses will be needed to operate both applications. Moreover, businesses will be able to create a seamless transition from one application to another as data will be shared between applications via integration. Finally, businesses will benefit from efficiency as both applications will be able to work together seamlessly to improve customer relationship management.

In conclusion, integration of SugarCRM and Zoho Invoice could be beneficial to businesses as it would enable them to use both applications simultaneously to improve customer relationship management.

The process to integrate SugarCRM 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.