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Zoho Invoice + Freshsales Integrations

Syncing Zoho Invoice with Freshsales 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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Freshsales Integrations
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    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 contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

    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 Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Zoho Invoice & Freshsales 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 Freshsales 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 Freshsales.

    (2 minutes)

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

Integration of Zoho Invoice and Freshsales

Zoho Invoice

Zoho Invoice is cloud-based accounting software. It helps users in managing their expenses, procurements, and payments in an efficient manner.

Freshsales

Freshsales is a sales management spution that is simple, scalable, and powerful. It helps businesses to connect with their customers through email, phone calls, live chat, etc.

Integration of Zoho Invoice and Freshsales

The integration of Freshsales and Zoho Invoice will help you in managing your expenses, procurements, and payments in an efficient manner. You can use this integration in the fplowing ways:

  • Create Custom Forms in Freshsales:

You can create custom forms in Freshsales to send emails to your leads and customers after the payment. This will make it easy for you to track the data from invoices. This will also help you to increase the response rate from your leads and customers.

  • Create Custom Fields in Freshsales:

With the help of this integration, you can add custom fields in Freshsales forms. This will give you more contrp over invoice details. You can add information such as tax ID number, company name, purchase order number, etc. to the invoice details. This will make it easy for you to find specific invoice details.

  • Add Receipts to Your Invoices:

In addition to adding receipts to your invoices from Freshsales, you can also add receipts from other platforms such as Google Drive or Dropbox. The best part about this feature is that you can add receipts from different platforms at the same time for a single invoice. This will help you to manage all your documents quickly and easily.

  • Send Emails from Zoho Invoice to Freshsales:

With the help of this integration, you can send asynchronous emails from Zoho Invoice to Freshsales. After sending an email from Zoho Invoice, you can attach your invoice to this email and send it to your customer. This will give you a quick way to communicate with your customers when they make a payment through Zoho Invoice.

  • Send Emails from Freshsales to Zoho Invoice:

This integration gives you an opportunity to send direct email notifications from Freshsales to your Zoho Invoice account. You can schedule these notifications based on your needs and send them whenever you want. You can use these notifications in the fplowing ways:

  • Send an email for every new lead:
  • Send emails when a user makes a cancellation:
  • Send emails when a user makes a payment:
    • Send Phone Calls from Zoho Invoice to Freshsales:

    This integration allows you to send phone calls from Zoho Invoice to Freshsales. These phone calls will be sent as asynchronous events and will appear in the “Calls” tab of Freshsales client area. You can then log into Freshsales client area and pick up these phone calls over the phone. This feature will give you a quick and easy way to manage calls and track them in detail.

    • Send Phone Calls from Freshsales to Zoho Invoice:

    You can also send phone calls from Freshsales client area to your Zoho Invoice account. You just need to select the relevant contacts on your invoices and click on “Call Now” button. Then, the amount on your invoice will be automatically added as call charges for this phone call. This feature will help you to track your call costs easily. You can also view all the related information such as call duration, caller ID, etc., by clicking on “Call Details” button. The best part about this feature is that it allows you to integrate multiple call sources on the same invoice using the Phone Call Source field available on the “Calls” tab of Freshsales client area. You can also see all your pending calls on the “Calls Tab” along with total number of calls made by each user. The calls are listed by date of last activity. This feature will help you manage all your call details efficiently. With the help of this integration, you can schedule all your call activities automatically without having to log into Zoho Invoice yourself. The integration of Freshsales and Zoho Invoice will help you keep track of your call activities easily. If you are having trouble with this integration, feel free to contact us anytime! We are here to help!

    The process to integrate Zoho Invoice and Freshsales 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.