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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.
Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.
Salesmate.io IntegrationsIt's easy to connect Zoho Invoice + Salesmate.io without coding knowledge. Start creating your own business flow.
Triggers when a new Contact is added.
Triggers when a new point of contact is added to an existing contact.
Trigger on a new invoice (with line item support).
Triggered when a new project is added.
Triggers when a new activity is created.
Triggers when a New Company is created.
Triggers when a New Contact is created.
Triggers when a new Deal is created.
Creates a new contact.
Creates a new point of contact for a specific contact.
Creates a new invoice.
Creates a new activity.
Creates a new company.
Creates a New Contact
Creates a new deals.
Updates an existing activity.
Updates an existing company.
Updates an existing contact.
Updating an existing deal.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
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 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.
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.
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.
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