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Zoho Invoice + Microsoft Dynamics CRM Integrations

Syncing Zoho Invoice with Microsoft Dynamics 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 Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

Microsoft Dynamics CRM Integrations
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Connect Zoho Invoice + Microsoft Dynamics CRM in easier way

It's easy to connect Zoho Invoice + Microsoft Dynamics 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.

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • Updated Lead

    Triggers when a lead is 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.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Zoho Invoice & Microsoft Dynamics 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 Microsoft Dynamics 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 Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Zoho Invoice and Microsoft Dynamics CRM

  • Introduction:
  • Zoho Invoice:

    Zoho Invoice is a cloud based software application that allows users to generate and send invoices and track payments. Zoho Invoice is designed to help small and medium sized businesses manage their invoicing, billing and payment cplections in a flexible and easy to use software application. The software is designed with the business owner in mind and is therefore very user friendly. In addition to its ease of use, Zoho Invoice offers a wide range of features designed with the needs of the small business owner in mind. Zoho Invoice is available via a web browser or on any mobile device, including Android and iOS.

    Microsoft Dynamics CRM:

    Microsoft Dynamics CRM is a business management software application that allows users to manage their sales, marketing and customer service activities. It is a web based application that can be accessed from any computer that has an internet connection. Microsoft Dynamics CRM offers a wide range of features to facilitate all aspects of managing a business. Microsoft Dynamics CRM also integrates with other Microsoft products such as Microsoft Office, Microsoft Outlook and Microsoft SharePoint.

    :

    Integration of Zoho Invoice and Microsoft Dynamics CRM

    Zoho Invoice and Microsoft Dynamics CRM can be integrated in a number of ways which will be discussed in the fplowing paragraphs. The integration allows for automatic updates in each system when changes are made in the other system. For example, if a customer is added in one system then the same customer is automatically added in the other system. This allows both systems to be kept up to date with minimal effort by the user.

    Benefits of Integration of Zoho Invoice and Microsoft Dynamics CRM

    There are numerous benefits to integrating Zoho Invoice and Microsoft Dynamics CRM. These include the fplowing:

    • More efficient workflow

    The ability to create leads through Zoho Invoice leads to more leads being created. This leads to more sales opportunities for the company. Sales leads are automatically entered into Microsoft Dynamics CRM, resulting in better sales prospecting, forecasting and sales opportunities for the company. The combination of sales leads created in Zoho Invoice and sales opportunities created in Microsoft Dynamics CRM enables the company to increase its revenue through better sales prospects and better sales opportunities for each sales lead created.

    • Automation of back office functions

    The automation of back office functions makes it possible to save time at various points in the business process. There are many back office functions which can be automated by integrating Zoho Invoice and Microsoft Dynamics CRM. An example is using Zoho Invoice to create leads while automatically creating an opportunity for these leads in Microsoft Dynamics CRM. This results in significantly less time spent at this point in the business process while still enabling all necessary information to be entered into Microsoft Dynamics CRM. This can be done through integration with Microsoft Outlook, allowing for easy updating of contacts within Zoho Invoice or Microsoft Dynamics CRM when contacts are changed or added in Outlook. Another example of automation would be provided by integration with Xero accounting software, allowing for the creation of invoices from Microsoft Dynamics CRM through integration between these two programs.

    • Better communication between departments

    Better communication between departments is another benefit provided by integrating Zoho Invoice and Microsoft Dynamics CRM. This increases productivity by improving communication between different departments. For example, integration between Zoho Invoice’s lead management software allows for easier communication between the marketing department who creates leads for prospects through online marketing campaigns, and the sales department who can easily access these leads for potential clients. This allows the marketing department to concentrate on its tasks while ensuring that all leads are well managed throughout the business process until they are converted into customers through the efforts of the sales department. Similarly, integration between Zoho Invoice’s invoice management software helps ensure that any problems related to billing are dealt with quickly to avoid delays in invoicing customers or non payment of invoices. The combination of these two software applications ensures that both departments are aware of any problems related to billing or invoicing, allowing for quick respution of any issues which may arise.

    :

    It is clear that there are numerous benefits to integrating Zoho Invoice and Microsoft Dynamics CRM through various means. These benefits include improved efficiency, automation of back office processes, better communication between departments and increased revenue generated by better sales opportunities generated through better lead generation through online marketing campaigns generated by Zoho Invoice’s lead management software.

    The process to integrate Zoho Invoice and Microsoft Dynamics 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.