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Zoho Invoice + Keap Integrations

Syncing Zoho Invoice with Keap 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 Keap

Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.

Keap Integrations
Connect Zoho Invoice + Keap in easier way

It's easy to connect Zoho Invoice + Keap 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

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • Tag Added to Contact in Keap

    Triggers when a tag is added to a contact the first time.

  • Updated Contact

    Triggers when an existing contact 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 Company

    Creates a new company.

  • Create Invoice

    Creates a new invoice.

  • Create Note

    Creates a new note on a contact record.

  • Create Task

    Creates a new task.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to a contact.

How Zoho Invoice & Keap 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 Keap 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 Keap.

    (2 minutes)

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

Integration of Zoho Invoice and Keap

ZOHO is a cloud-based enterprise management spution. It offers customer relationship management (CRM), financials and analytics, marketing and sales, product development and project management (PM. and others. Zoho Invoice is an invoicing and expense tracking application. It helps users easily create and manage business invoices and expenses. Zoho Invoice also supports online payment and offline payment through credit cards, debits cards and checks.

Keap is a cloud-based service that offers businesses a way to manage end-to-end customer communication. It works with Google Apps and it helps companies manage their communication with clients and prospects, support tickets, deals, deals pipeline and deals pipeline analytics.

Integration of Zoho Invoice and Keap helps businesses communicate with customers in the most effective way. Companies can take advantage of the integrated applications to manage their communication with customers in a more efficient way. Integration of Zoho Invoice and Keap helps:

  • Communicate with the customers in the right way. Companies can send appointment reminders and confirmations through Zoho Invoice and Keap. It is useful for businesses that need to share information about appointments or meetings with their clients. For example, if a client has booked a meeting with a representative of a company, the company representative can use Zoho Invoice to confirm that appointment with the client. Similarly, if client needs to inform the company about changes in the scheduled appointment, she can do it with the help of Keap.
  • Manage leads in a better way. Through integration of Zoho Invoice and Keap, companies can manage leads in an efficient manner. They can track leads by creating opportunities in Zoho CRM or by using Keap. Zoho CRM automatically creates leads based on emails received from customers. Similarly, when Keap receives emails from prospects, it automatically creates leads in Zoho CRM.
  • Schedule meetings in an easier way. With integration of Zoho Invoice and Keap, companies can schedule meetings with clients in an easier way. Along with scheduling appointments with clients, companies can also invite clients via email without having to leave the application they are working on. For example, if a representative of a company needs to schedule a meeting with a client in Keap, he can do it directly from the application without having to switch to another application. Similarly, if a client needs to schedule a meeting with the representative of the company, she can do it directly from Zoho Invoice without having to switch to another application.
  • Track deals more easily. Integration of Zoho Invoice and Keap allows companies to track deals more easily. When companies get emails from prospects requesting for information about their products or services, they can capture that request by adding filters in Zoho CRM or by using Keap. Because integration of Zoho Invoice and Keap allows companies to create leads automatically when they receive new requests, they can track deals more easily. This feature helps companies make more meaningful connections with potential customers.
  • Monitor deal pipeline more effectively. Through integration of Zoho Invoice and Keap, companies can monitor their deal pipeline more effectively. If companies want more information about their deals pipeline, they can use Zoho CRM or Keap to view complete lead details including sales cycle stages, notes, tags, attachments, etc. Moreover, they can analyze sales cycle stages on their dashboard. The fplowing screenshot shows how sales cycle stages are analyzed through Zoho CRM:
  • Track deal pipeline analytics more effectively. Integration of Zoho Invoice and Keap helps companies track deal pipeline analytics more effectively. Through Integration of Zoho Invoice and Keap, companies can analyze their sales effort by looking at the number of leads created during a certain period. They can also analyze lead activities such as emails sent to leads, emails received from leads and others. Moreover, if a company wants to know what is going on with specific accounts or contacts, they can do it by looking at the number of emails sent or received through different applications by those accounts or contacts. This feature makes tracking deal pipeline analytics easy for everyone associated with the accounts or contacts. The fplowing screenshot shows how deal pipeline analytics are tracked through Keap:

In this blog post, we have discussed about the benefits of integrating Zoho Invoice and Keap into a business. We have also described how integration of Zoho Invoice and Keap helps businesses communicate with customers in an effective way. In addition to this blog post, we have created a video tutorial which you can watch below:

The process to integrate Zoho Invoice and Keap 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.