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Zoho Invoice + Agile CRM Integrations

Syncing Zoho Invoice with Agile CRM 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 Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Agile CRM Integrations
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Best ways to Integrate Zoho Invoice + Agile CRM

  • Zoho Invoice Slack

    Agile CRM + Slack

    Receive message in a Slack channel for every changing deal milestone in Agile CRM Read More...
    Close
    When this happens...
    Zoho Invoice Changing Any Deal Milestone
     
    Then do this...
    Slack Send Channel Message
    Slack is one of the most recognized team communication platforms that bring all your communication together in one place. So, make better use of your Slack Channel by integrating it with Agile CRM. Once this integration has been set up, whenever a deal milestone is changed in Agile CRM, we will send a quick message in a slack channel of your choice. This integration keeps your team informed in real time for rapid action.
    How This Integration Works
    • Whenever a deal milestone is changed in Agile CRM
    • This Connect sends a quick message in a slack channel of your choice
    What Is Needed For Integration
    • An Agile CRM account
    • A Slack Account
  • Zoho Invoice Gmail

    Agile CRM + Gmail

    Receive Email on Gmail for Every Changing Deal in Agile CRM Read More...
    Close
    When this happens...
    Zoho Invoice Changing Any Deal Milestone
     
    Then do this...
    Gmail Send Email
    Share every new development within your Agile CRM with your team and keep them on the same page. After setting up this integration, Appy Pie Connect instantly sends an email to the Gmail account whenever a deal is changed in Agile CRM. You don’t need coding or programming skills, just follow our simple instructions and set-up this integration in minutes.
    How this Gmail-Agile CRM integration works
    • A deal is changed in Agile CRM
    • Appy Pie Connect sends Gmail email to everyone associated with Agile CRM
    What is Needed for This Integration
    • An Agile CRM account
    • A Gmail account
  • Zoho Invoice {{item.actionAppName}}

    Zoho Invoice + {{item.actionAppName}}

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

It's easy to connect Zoho Invoice + Agile CRM 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.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

    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 Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How Zoho Invoice & Agile CRM 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 Agile CRM 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 Agile CRM.

    (2 minutes)

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

Integration of Zoho Invoice and Agile CRM

Zoho Invoice is a cloud-based invoicing system that is used to generate professional invoices. It is an easy to use software that provides users with all the necessary tops to create, send and track their invoices.

It invpves no software installation or upgrade fees. It is free to try for 30 days. Zoho Invoice offers simple invoice design, advanced reporting, email integration and much more.

Agile CRM is a customer relationship management software in the cloud. It is easy to use and also affordable. It helps you in tracking your sales, marketing activities, opportunities, contacts, tasks, projects and much more. It can easily be integrated with Zoho Invoice so that you do not have to switch between database applications.

Integration of Zoho Invoice and Agile CRM

Zoho Invoice and Agile CRM are two different products which are used by different people for different purposes. Some companies who operate on multiple business lines find it difficult to maintain separate databases for database applications. These companies find it convenient and economical to integrate these two database applications and use them together. This type of integration will help both these products to grow and become even better than what they already are. It will help the customers of one product to get the benefit of the other product as well.

Benefits of Integration of Zoho Invoice and Agile CRM

The benefits of integration of Zoho Invoice and Agile CRM are:

  • Easy to manage data. Integration of Zoho Invoice and Agile CRM will help the customers of both these products to manage their data more easily. The data that is entered into one product will automatically be shared with the other product and vice versa. So the customers will not have to enter their data twice and can save their time and energy. They will have a single point of entry from where they can manage all their data across both these products. This will definitely help them increase their efficiency.
  • Easy access to all information. The customers of Zoho Invoice and Agile CRM will be able to access the information related to the customers of both these products from a single point of entry without having to switch between databases. This will definitely help them save a lot of time.
  • Save money. Integration of Zoho Invoice and Agile CRM will help reduce the operational costs of both these products because the customers will not have to pay extra subscription fees for accessing data from both these products from a single point of entry.

In conclusion, I would say that integration of Zoho Invoice and Agile CRM is a good idea because it will help customers save time, money and effort by using two different products from a single point of entry without having to switch between them frequently.

The process to integrate Zoho Invoice and Agile CRM 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.