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Zoho Invoice + Pipedrive Integrations

Syncing Zoho Invoice with Pipedrive 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 Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Pipedrive Integrations
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Connect Zoho Invoice + Pipedrive in easier way

It's easy to connect Zoho Invoice + Pipedrive 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.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    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 Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

How Zoho Invoice & Pipedrive 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 Pipedrive 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 Pipedrive.

    (2 minutes)

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

Integration of Zoho Invoice and Pipedrive

One of the most frustrating things about being an entrepreneur is that it is difficult to find a software that can perform all the tasks that you want. That is just part of the territory. There are few apps that are 100% perfect for all types of businesses. Most companies have to piece together different apps to create the perfect workflow for their businesses. Companies have to spend extra time and money on training employees to use different systems. Zoho Invoice and Pipedrive are two apps that are often used together by entrepreneurs to improve the efficiency of their businesses.

Integration of Zoho Invoice and Pipedrive

Zoho Invoice has many features that make it appealing for small businesses. It has the ability to import data from other financial platforms, like QuickBooks (PCMag, 2015. It can also be seamlessly integrated with other tops like Zoho Books, Zoho Showcase, Google Drive, Dropbox, Facebook, LinkedIn, Twitter, Evernote, and more (Zoho, 2016. One of the most important integrations for this assignment is integration with Pipedrive (Pipedrive, 2016. Pipedrive is an app that was created for salespeople to manage leads and sales prospects. The two apps integrate with each other so that leads that come into Pipedrive can be sent directly to Zoho Invoice to be entered into your sales pipeline. This is perfect for small business owners who need to stay organized and keep track of leads. You can see if you are getting any traction with leads or if they are falling through the cracks.

Benefits of Integration of Zoho Invoice and Pipedrive

The main benefit of integrating Zoho Invoice and Pipedrive is increased efficiency in your daily workflow. No more entering information twice! Zoho Invoice automatically pulls information from Pipedrive and imports it to the correct fields in Zoho Invoice. This means less time wasted on entering data or trying to find out information from your clients. You can now spend more time doing the work you provide to your clients instead of running around looking for information. This allows you to spend more time closing deals and making money!

In conclusion, Zoho Invoice and Pipedrive are great apps for small business owners because they save time and increase efficiency. The apps integrate seamlessly with each other to help small business owners stay organized and close more deals!

The process to integrate Zoho Invoice and Pipedrive 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.