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Zoho Invoice + Salesmate.io Integrations

Syncing Zoho Invoice with Salesmate.io 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 Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

Salesmate.io Integrations
Connect Zoho Invoice + Salesmate.io in easier way

It's easy to connect Zoho Invoice + Salesmate.io 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 Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal 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 Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

How Zoho Invoice & Salesmate.io 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 Salesmate.io 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 Salesmate.io.

    (2 minutes)

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

Integration of Zoho Invoice and Salesmate.io

Zoho Invoice

Zoho Invoice is a cloud-based invoice software that helps small to medium-sized businesses to create invoices, track their cash flow, and reduce their expenses. Zoho Invoice offers features like customizable invoices, receiving payments through bank accounts, credit cards, or PayPal, auto-generated invoices, and integrations with Salesmate.io.

Salesmate.io

Salesmate.io is an online sales management platform for small businesses. It helps the users to manage their sales process, track leads, automate their sales funnel, and measure key metrics to take specific actions that increase the revenue. Through Salesmate.io, business owners can create quotes, track orders, create reports, and integrate with other services like Zoho Invoice.

Integration of Zoho Invoice and Salesmate.io

Businesses can integrate Zoho Invoice and Salesmate.io by simply signing up on both platforms and connecting them using an API key. Once connected, Zoho Invoice will synchronize the data with Salesmate.io so that it can send automatic notifications to users when new orders are created, when payments are received, etc.

Benefits of Integration of Zoho Invoice and Salesmate.io

Businesses will benefit from integration of Zoho Invoice and Salesmate.io as it will make their sales process more organized and efficient. For example, whenever a new order will be placed on Salesmate.io, users will receive a notification from Zoho Invoice via email or SMS. This way they can fplow up with the customers immediately and ensure that their orders are completed successfully. Also, it helps the business owners to manage their finances accurately as they can easily see how much money they have earned or spent on each sale.

In this article we have discussed about integration of Zoho Invoice and Salesmate.io and its benefits for small to medium-sized businesses. You can also read a detailed guide on “How to Integrate Zoho Invoice and Salesmate.io” for more information on integrating these two platforms.

The process to integrate Zoho Invoice and Salesmate.io 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.