?>

Zoho Invoice + Freshworks CRM Integrations

Syncing Zoho Invoice with Freshworks 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 Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Freshworks CRM Integrations
Connect Zoho Invoice + Freshworks CRM in easier way

It's easy to connect Zoho Invoice + Freshworks 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 Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task 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.

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

How Zoho Invoice & Freshworks 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 Freshworks 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 Freshworks CRM.

    (2 minutes)

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

Integration of Zoho Invoice and Freshworks CRM

Zoho Invoice and Freshworks CRM is a cloud based software that helps companies to manage their business. Zoho Invoice is a cloud based invoicing software that helps companies to boost their sales and make their business process hassle free. Freshworks CRM offer customer relationship management (CRM. software which helps companies to manage and maintain customer details and build relationships with their customers, strengthen customer loyalty and increase sales.

Zoho Invoice and Freshworks CRM integration is a great way to boost sales of your company. Zoho Invoice offers an easy-to-use platform for all the business owners who wish to develop their sales and revenue. It’s a cloud based online invoicing software that can be accessed from anywhere and anytime.

Zoho Invoice is ideal for the small and mid-sized businesses while Freshworks CRM helps in maintaining customer information and building relationships with them. Both of these software have some unique features that help in boosting business process. Let us find out how these two software can be integrated to boost business process.

Integration of Zoho Invoice and Freshworks CRM

Zoho Invoice and Freshworks CRM integration is a great way to boost sales of your company. Zoho Invoice offers an easy-to-use platform for all the business owners who wish to develop their sales and revenue. It’s a cloud based online invoicing software that can be accessed from anywhere and anytime. Zoho Invoice offers a flat monthly subscription fee for all the users irrespective of the number of users of a company.

Zoho Invoice offers a lot of features such as invoice design, email invoices, auto payment reminders, multiple currencies, multiple languages, customer audit trail, custom fields, adding or removing fields, invoice reports, tracking payments, purchase orders, accounts payable, accounts receivable, etc. It allows you to send invoices for both recurring and one time payments instantly on the go.

Freshworks CRM is a leading cloud based Customer Relationship Management (CRM. top that provides effective tops for sales, marketing and service teams. It provides comprehensive sales activities to improve sales efficiency, automated marketing automation to improve marketing effectiveness, comprehensive customer engagement to improve customer experience, industry specific built-in reports to access actionable insights to act fast, easy-to-use smart forms to accelerate data cplection process to save time and money, real-time analytics including funnel visualization to identify what works and what doesn’t work in stats dashboards etc.

Integration of Zoho Invoice and Freshworks CRM will make it much easier for the users to access information about the clients they are dealing with without much effort. They will be able to easily access all the information related to different activities that are taking place in their company. These two softwares will sync all the data with each other so that users can easily access information related to different clients at any time they wish to do so.

Benefits of Integration of Zoho Invoice and Freshworks CRM

Integration of Zoho Invoice and Freshworks CRM will provide many benefits for the users of these two softwares. Some of them are mentioned below:

The users will be able to access information related to different clients at any point of time without much effort. They can easily access different data related to different clients by just clicking on the link provided by these two softwares. This will save time as well as efforts taken by the users for accessing information about different clients. Users will gain more insight into the activities happening in their company through data provided by these two softwares. They will be able to track the changes happening in their company over a period of time through these two softwares. This will help them in managing operations in an efficient manner. The users will be able to monitor performance of their employees effectively through this integration because freshworks crm keeps track of every activity done by every employee in their company. This will help them in improving overall performance of their employees. They are also able to keep track of the spending done by every employee in their company by integrating Zoho Invoice with Freshworks CRM . This will help them in ensuring proper utilization of resources given to them by the company. The integration of these two softwares will help in improving response time towards different queries raised by the clients/customers because all the information related to clients will be easily accessible by Zoho Invoice users through this integration. This will help them in increasing the trust factor among the customers which is very important for any business. These two softwares can be integrated with other softwares as well such as Shopify . This will help customers as well as customers keep track of different activities performed by customers themselves as well as performed by any employee working for them. This integration will help our customers manage their workflow more effectively and closely with our team members helping both parties better cplaborate together on projects and spve problems faster using smart forms and dashboards available within Freshworks CRM . Our customers can also directly connect with our team via chat within Freshworks CRM saving them valuable time and money otherwise spent on outsourcing support or consulting services.

The process to integrate Zoho Invoice and Freshworks 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.