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Zendesk Sell + Zoho Invoice Integrations

Syncing Zendesk Sell 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 Zendesk Sell

Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.

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 Zendesk Sell + Zoho Invoice in easier way

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

    Triggers
  • Deal Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal 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 Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • 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 Zendesk Sell & Zoho Invoice Integrations Work

  1. Step 1: Choose Zendesk Sell 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 Zendesk Sell to Zoho Invoice.

    (2 minutes)

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

Integration of Zendesk Sell and Zoho Invoice

Zendesk Sell

Zendesk is a customer service software that helps companies to communicate with their customers. It provides the best way to track of all conversations, analyze it and understand your customers better. It works for both sales and customer support. This software is available in many forms such as freemium model, premium business model and enterprise model. The main features of this software are mentioned below:

The main features of Zendesk are:

Ease of use

Simple design

Unified inbox

Data analytics

Growth tops

Zoho Invoice

Zoho Invoice is an online invoicing software that helps you to send professional invoices to your clients and track payments. You can also export your data into XLSX, CSV, PDF, HTML and XML format. You can easily create a professional invoice using this software. It also provides a template designer where you can customize templates for your business. The main features of Zoho Invoice are:

The main features of Zoho Invoice are:

Simple design

Easy to use

Free invoicing

Customized templates

Integration of Zendesk Sell and Zoho Invoice

Integrating Zendesk Sell and Zoho Invoice allows you to send professional invoices to your clients. Also, you can use integrated reports to analyze the data and identify the trends of your clients. Using integrated reports you can find out which type of clients you have and what kind of services they want to get from you. The user interface is simple and easy to understand. You can easily monitor the performance of your business by using integrated reports. Integrating Zendesk Sell and Zoho Invoice allows you to save lots of time and energy in creating and sending professional invoices to your clients. You can do it manually but it will be very difficult for you because you will have to send one by one. With the help of integrated reports you can send invoices quickly and easily without any hassle. You can also track payments from your clients easily if you integrate Zendesk Sell and Zoho Invoice. So overall integrating Zendesk Sell and Zoho Invoice is really a helpful way for saving time, money and energy. It also makes things easy for you in terms of sending professional invoices to your client’s. It saves your time, money and energy by providing one-click reporting system. So overall integrating Zendesk Sell and Zoho Invoice is a useful feature that every company should have.

The process to integrate Zendesk Sell 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.