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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.
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
It's easy to connect Zoho Invoice + ActiveCampaign without coding knowledge. Start creating your own business flow.
Triggers when a new Contact is added.
Triggers when a new point of contact is added to an existing contact.
Trigger on a new invoice (with line item support).
Triggered when a new project is added.
Triggers when a new contact note is added.
Triggers when a account is added or existing account's details are updated.
Triggers when a new contact is added or existing contact's details are updated.
Creates a new contact.
Creates a new point of contact for a specific contact.
Creates a new invoice.
Adds new contact note.
Creates a new contact.
Update an existing contact.
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 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.
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.
The benefits of integrating these two systems are as fplows:
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.
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:
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.