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Zoho CRM + Alegra Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and Alegra

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

About Alegra

Alegra is an accounting and billing app designed for Latin American managers.

Alegra Integrations

Best ways to Integrate Zoho CRM + Alegra

  • Zoho CRM Alegra

    Zoho CRM + Alegra

    Create Contact to Alegra from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Alegra Create Contact
  • Zoho CRM Alegra

    Zoho CRM + Alegra

    Create Tax to Alegra from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Alegra Create Tax
  • Zoho CRM Alegra

    Zoho CRM + Alegra

    Send Estimate in Alegra when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Alegra Send Estimate
  • Zoho CRM Alegra

    Zoho CRM + Alegra

    Send Invoice in Alegra when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Alegra Send Invoice
  • Zoho CRM Alegra

    Zoho CRM + Alegra

    Create Item to Alegra from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Alegra Create Item
  • Zoho CRM {{item.actionAppName}}

    Zoho CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Zoho CRM + Alegra in easier way

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

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers when a new estimate is created in Alegra.

  • New Invoice

    Triggers when a new invoice is created.

  • New Item

    Triggers when a new product or service is created.

    Actions
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • Create Contact

    Crear un contacto nuevo. Creates a new contact.

  • Create Estimate

    Crear una nueva cotización. Creates a new estimate.

  • Create Invoice

    Crear una nueva factura de venta. Create a new invoice.

  • Create Invoice Payment

    Create a new Invoice Payment. Crear un nuevo pago a factura.

  • Create Item

    Crear ítem en Alegra. Create a Item in Alegra.

  • Create Tax

    Crear un impuesto para ítems. Create a Tax for Items.

  • Send Estimate

    Enviar una cotización por correo. Send an estimate via email.

  • Send Invoice

    Enviar una factura por email. Send an invoice by email.

  • Update Contact

    Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.

  • Update Item

    Actualizar un ítem en Alegra. Update an item in Alegra.

How Zoho CRM & Alegra Integrations Work

  1. Step 1: Choose Zoho CRM 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 Alegra 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 Zoho CRM to Alegra.

    (2 minutes)

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

Integration of Zoho CRM and Alegra

  • Zoho CRM?
  • Zoho CRM is a cloud-based Customer Relationship Management (CRM. software that enables you to manage your contacts, find new customers, create sales reports, and track your business. It has an integrated email marketing top called Zoho Campaigns, which lets you send emails based on user segments, including users with high turnover rate, inactive users, etc.

  • Alegra?
  • Alegra is an online help desk software that helps you manage your customer service requests in one place. You can access the same information from anywhere. Alegra integrates with Zoho CRM, which means you can route your Zoho CRM contacts to Alegra, so your agents can work on them in Alegra.

  • Integration of Zoho CRM and Alegra
  • With the integration of Zoho CRM and Alegra, you can increase the productivity of your support teams by letting them access customer information in one place. If they use both applications simultaneously, they will not have to switch back and forth between them. This integration also allows you to improve the quality of your service. You can create custom dashboards for each user or agent, letting them access only the data they need. Moreover, if you integrate analytics top like Google Analytics with Alegra, you can determine what is causing your customers to leave your services. This kind of information will allow you to make improvements in the way you do business.

  • Benefits of Integration of Zoho CRM and Alegra
  • The fplowing are the benefits of integrating Zoho CRM and Alegra:

    Manage all customer interactions from one place

    Manage multiple team member’s activities from the same place

    Extend contact-related processes across different applications

    Improve responsiveness to incoming leads and requests

    Improve customer experience and enhance sales opportunities

    The process to integrate 403 Forbidden and 403 Forbidden 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.