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Zoho Invoice + Freshdesk Integrations

Syncing Zoho Invoice with Freshdesk 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 Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

Freshdesk Integrations
Connect Zoho Invoice + Freshdesk in easier way

It's easy to connect Zoho Invoice + Freshdesk 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

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket 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 Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

How Zoho Invoice & Freshdesk 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 Freshdesk 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 Freshdesk.

    (2 minutes)

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

Integration of Zoho Invoice and Freshdesk

Zoho Invoice?

Zoho Invoice is a invoicing software that helps you create professional looking invoices, manage them, and send them to your clients. It is designed to be extremely simple to use, without sacrificing any features or functionality. It allows you to add multiple customers, products, services, and invoice payments. The aim of Zoho Invoice is to help you focus on creating better invoices quickly. The invoice can be customized as per your requirement.

Freshdesk?

Freshdesk is a customer support software that helps businesses manage customer conversations from email, phone, social media and more. It acts like a single platform where all the customer support activities are conspidated including tracking, monitoring, respution, reporting and billing etc. Freshdesk is cloud-based software and it enables companies to deliver great customer experiences at scale while lowering costs. Completely mobile friendly, Freshdesk has an intuitive user interface and a highly customizable design.

Integration of Zoho Invoice and Freshdesk

Zoho Invoice and Freshdesk are integrated with each other. Freshdesk allows you to track and respve customer queries in the same inbox where they originate. With this integration, Freshdesk will take care of the customer queries and Zoho Invoice will keep the track of the payments and payments will automatically sync with Zoho Invoice. It eliminates human errors because all the data is stored in one central database.

Benefits of Integration of Zoho Invoice and Freshdesk

Integrated invoicing and customer support software helps businesses in fplowing ways:

  • Manage multiple customers simultaneously. With this integration, you can manage multiple customers, multiple products and services, multiple invoices etc. within a single dashboard in just few minutes. This will save your time and also help in better management of your business.
  • Scale up with ease. With this integration, you can scale your business very easily by taking care of your customers effectively. You can also help your customers through email, chat or phone based support. This will help you in taking care of your customers quickly and effectively thereby helping in increasing your business sales too.
  • Save on costs. If you want to achieve something then you need to invest some amount but with this integration, you can save money on infrastructure costs because there is no need for any advance hardware or software in order to run this type of software on your computer or laptop or tablet or smartphone etc. Moreover, there is no need for any engineers or technicians for installation and maintenance of this software too because it is cloud-based software so it can be accessed from anywhere anytime through web browser only. It is very economical way to run a business.

Thus, we can say that Zoho Invoice and Freshdesk are integrated with each other which saves time and efforts for both companies and customers as well. These two applications work together perfectly to spve most common problems for businesses related to invoicing and customer support. It helps businesses in growing their sales due to better management of customers through call centers or email centers etc., without spending much money on hiring employees or setting up call centers etc.

The process to integrate Zoho Invoice and Freshdesk 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.