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Zoho Invoice + SharpSpring Integrations

Syncing Zoho Invoice with SharpSpring 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 SharpSpring

SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.

SharpSpring Integrations
Connect Zoho Invoice + SharpSpring in easier way

It's easy to connect Zoho Invoice + SharpSpring 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 Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

    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 Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

How Zoho Invoice & SharpSpring 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 SharpSpring 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 SharpSpring.

    (2 minutes)

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

Integration of Zoho Invoice and SharpSpring

Zoho Invoice?

Zoho Invoice was created by Zoho Corporation. It is a free invoice software for small businesses to create invoices, track payments, and manage expenses. It has gained popularity for its ease of use and cloud-based approach. It offers integration with accounting software like QuickBooks Online, Xero, and NetSuite.

SharpSpring?

SharpSpring is the world’s first marketing automation platform. It is an integrated marketing platform that allows users to create, send, and analyze marketing messages. It integrates with more than 50 apps. It provides features like drip marketing, email tracking, landing page builder, social media management, and many more.

Integration of Zoho Invoice and SharpSpring

Zoho Invoice has integration with various accounting tops. The integration allows invoices created in Zoho Invoice to be imported into accounting tops like QuickBooks Online, Xero, and NetSuite. Accounts are updated automatically after the import. The process saves time for accounting departments by eliminating the need to enter data into multiple tops separately.

SharpSpring has the ability to integrate with various marketing tops. A user can create marketing campaigns by connecting to various sources of leads. Sources include social media platforms, newsfeeds, calendars, etc. An email sent through SharpSpring can be tracked using tracking links reminiscent of trackable PURLs. A user can also create webinars using SharpSpring’s webinar software. It has the ability to integrate with tops like GoToWebinar, WebEx, or Google Hangouts to conduct webinars. A user can also create landing pages that are responsive to all devices. They are easy to use even if they are non-technical users.

Benefits of Integration of Zoho Invoice and SharpSpring

Integration of Zoho Invoice and SharpSpring enables users to communicate information across various systems without having to manually input data. This speeds up workflows and saves time for both users and businesses. It is also more convenient than keeping separate systems because it eliminates the need for employees to switch between different programs. With the integration, businesses can quickly access customer information without too much hassle. They can also keep track of sales opportunities that they would have missed otherwise. For example, if an invoice is not paid on time, SharpSpring can send out reminders via email to help recover payment.

The process to integrate Zoho Invoice and SharpSpring 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.