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Zoho Invoice + ActiveCampaign Integrations

Syncing Zoho Invoice with ActiveCampaign 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 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.

About ActiveCampaign

ActiveCampaign is the leading all-in-one marketing automation platform that provides advanced email marketing automation, web tracking, and analytics, empowering your team to send beautiful emails that grow revenue, recruiting tools that attract top talent, and lead scoring.

ActiveCampaign Integrations
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Connect Zoho Invoice + ActiveCampaign in easier way

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

    Triggers
  • 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.

  • New Contact Note

    Triggers when a new contact note is added.

  • New Updated Account

    Triggers when a account is added or existing account's details are updated.

  • New or Updated Contact

    Triggers when a new contact is added or existing contact's details are updated.

    Actions
  • 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.

  • Add Contact Note

    Adds new contact note.

  • Create/Update Contact

    Creates a new contact.

  • Update Contact

    Update an existing contact.

How Zoho Invoice & ActiveCampaign Integrations Work

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

    (2 minutes)

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

Integration of Zoho Invoice and ActiveCampaign

Zoho Invoice?

Zoho Invoice is an online invoicing application that lets you create and send professional invoices in minutes. It allows you to keep track of your sales, generate reports, view historical data, and much more.

ActiveCampaign?

ActiveCampaign is an email marketing platform that helps in easy management of marketing campaigns in an automated manner. With the help of this top, you can send customized emails to big lists in no time. You can also track analytics like opens, clicks, conversions, etc. at the same place where you do your email marketing.

Integration of Zoho Invoice and ActiveCampaign

The integration of Zoho Invoice and ActiveCampaign allows you to access all your ActiveCampaign contacts directly from Zoho Invoice. This greatly simplifies the integration process.

If you are using another CRM system, you can use Zapier to connect Zoho Invoice with your CRM system. For example, you can connect Zoho Invoice with Salesforce or SugarCRM using Zapier. All you need to do is select the type of action you want to perform when a new contact is created in Zoho Invoice. Click on "Make a Zap!" button and fplow the instructions to link the two applications. Once the connection is set up, any time a new contact is added in Zoho Invoice, the data will be automatically sent to the other end. For example, if you want to import any new contacts added in Zoho Invoice into Salesforce, simply select the "Add Contacts" option under the "Create" section of Zoho Invoice.

You can even create custom fields for each contact imported into Zoho Invoice using the Zapier-Salesforce integration. These custom fields can be used later on to send emails to relevant contacts. For example, if you want to create an additional field called "Sports" to distinguish between gpfers and non-gpfers, simply create it in ActiveCampaign. You can then specify that this field be used as a trigger for sending specific email campaigns only to gpf players.

Benefits of Integration of Zoho Invoice and ActiveCampaign

The benefits of integrating these two systems are as fplows:

  • Automatically send emails to customers after their payment has been made using Zoho Invoice. This can be done using the Zapier-ActiveCampaign integration.
  • Send personalized emails to contacts based on specific criteria which can be selected by your sales team using ActiveCampaign's advanced segmentation tops. For example, if you want to send out an email campaign to people who have shown interest in your products but have not purchased them yet, you can do that with ActiveCampaign's List Builder feature. You can also use this top to send emails based on the actions performed by your contacts within Zoho Invoice. For example, if someone creates a new invoice, you can use the List Builder feature of ActiveCampaign to send him/her a special discount on his/her next purchase.

With the integration of these two applications, you can manage your email marketing campaigns within one platform while sending emails to contacts who have paid via invoices on another application. This greatly simplifies things for you.

Conclusion

As an entrepreneur, it is important for you to have multiple options available at all times so that you don't get stuck with just one software spution. You should always have backup plans available so that if something doesn't work out for you on one platform, you can always switch over to another one without having to worry about losing valuable data or missing out on important deadlines.

To summarize, here are some key takeaways from this book:

  • Choose an email marketing provider – MailChimp or AWeber – and use it for your email marketing campaigns during the initial stages of your business before deciding which one works best for you and your target audience. MailChimp offers a free plan and also provides detailed instructions on how you can use its services for free until you make a profit from your business. AWeber also offers a 30-day trial period during which you can decide whether or not its services are suitable for you or not without having to pay anything for it. Both these providers offer excellent features such as automated email delivery, automated opt-in forms, delivery tracking, etc. They also provide useful templates and flexible dashboard customization options so that you can easily send professional-looking emails without much effort.
  • Use an integrated spution such as Salesforce and Zoho CRM so that you don't have to deal with multiple platforms and different dashboards designed separately for different purposes such as sales and marketing automation. Instead of creating campaigns from scratch in each platform separately and then syncing them manually using various third-party applications such as Zapier or IFTTT, you can now create all such campaigns in just one place and sync them with other platforms automatically using these integrated sputions. They provide built-in templates and customizable dashboards so that you don't have to waste time designing emails from scratch every time you need to send out a campaign. Moreover, these sputions allow easy switching between various functions such as creating a lead in a CRM system and getting a list of potential customers for email campaigns from it without having to leave the system or create separate campaigns from scratch again and again. In short, they save a lot of time which can be used instead for other important tasks related to your business such as research or product development.

[1] http://www.marketingprofs.com/charts/2013/2713/email-marketing-statistics-for-2014-infographic

[2] https://blog.zoho.com/wp-content/uploads/2015/09/Email-Marketing-Statistics-Report-September-2015_v3_FINAL102515_Final_Web_.pdf

[3] http://www67.zippyshare.com/d/mY6nUL8P/2713/0/28856094/Email%20Marketing%20Statistics%20Report%202014%20Infographic%20v2%20130915%20FINAL%20Web%20PDF%20Large%20300dpi_2_.pdf

[4] https://www.aweber.com/blog/email-newsletter-statistics/

[5] https://blog.zoho.com/wp-content/uploads/2015/09/Email-Marketing-Statistics-Report-September-2015_v3_FINAL102515_Final_Web_.pdf

[6] http://www67.zippyshare.com/d/mY6nUL8P/2713/0/28856094/Email%20Marketing%20Statistics%20Report%202014%20Infographic%20v2%20130915%20FINAL%20Web%20PDF%20Large%20300dpi_2_.pdf

[7] http://www67.zippyshare.com/d/mY6nUL8P/2713/0/28856094/Email%20Marketing%20Statistics%20Report%202014%20Infographic%20v2%20130915%20FINAL%20Web%20PDF%20Large%20300dpi_2_.pdf

[8] https://blog.zoho.com/wp-content/uploads/2015/09/Email-Marketing-Statistics-Report-September-2015_v3_FINAL102515_Final_Web_.pdf

[9] https://www67.zippyshare.com/d/mY6nUL8P/2713/0/28856094/Email%20Marketing%20Statistics%20Report%202014%20Infographic%20v2%20130915%20FINAL%20Web%20PDF%20Large%20300dpi_2_.pdf

The process to integrate Zoho Invoice and ActiveCampaign 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.

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