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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.
Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
Customerly IntegrationsIt's easy to connect Zoho Invoice + Customerly 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 lead is created.
Triggers when a new user is created.
Creates a new contact.
Creates a new point of contact for a specific contact.
Creates a new invoice.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Zoho invoice is an online invoicing application which helps you to create and send professional invoices, estimates, purchase orders and other documents.
Zoho invoice allows you to create invoices for customers in a professional manner. You can also accept invoice payments from customers through PayPal, credit card or check. It also offers integration with Xero accounting software.
Customerly is an online appointment scheduling top that helps you manage, schedule, track and fplow-up with your appointments. It also allows you to add the service provider information. You can also share your calendar with your team members through Customerly.
The integration of Zoho Invoice and Customerly helps you to automatically add your customers to Customerly when they make a payment on Zoho Invoice. You can also share your calendar with your team members through Customerly.
You can also see the details of your services to your customers on Zoho Invoice. It will help you to generate reports for your business activity. You can also see the history of your payments on Zoho Invoice. It will help you to generate reports for your business activity.
It will help you to manage your sales pipeline by scheduling appointments with your customers. It will help you to reach out and stay connected with your customer base. It will generate reports about your business activity. It will help to reduce the time spent on managing appointments. It will help you to increase the productivity level of your team members. It will help you to schedule appointments with your customers within few clicks. It will help you to reduce the administrative tasks performed by your team members.
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Zoho Invoice and Customerly are two online tops which help you to manage your businesses more efficiently. The integration of Zoho Invoice and Customerly helps you to manage your sales pipeline by scheduling appointments with your customers.
The process to integrate Zoho Invoice and Customerly 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.