Zoho Invoice + Zendesk Sell Integrations
Syncing Zoho Invoice with Zendesk Sell 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.
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 Zendesk Sell
Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.
Zendesk Sell IntegrationsIt's easy to connect Zoho Invoice + Zendesk Sell without coding knowledge. Start creating your own business flow.
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New ContactTriggers when a new Contact is added.
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New Contact Person
Triggers when a new point of contact is added to an existing contact.
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New Invoice
Trigger on a new invoice (with line item support).
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New Project
Triggered when a new project is added.
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Deal Enters A New StageTriggers when a deal enters a new stage.
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New Contact
Triggers when a new contact is created.
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New Deal
Triggers when a new deal is created.
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New Lead
Triggers when new lead is created.
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New Note
Triggers when a new note is created.
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New Product In Catalog
Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.
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New Task
Triggers when a new task is created.
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Updated Contact
Triggers when an existing contact is updated.
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Updated Lead
Triggers when an existing lead is updated.
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Updated deal
Triggers when an existing deal is updated.
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Create Contact
Creates a new contact.
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Create Contact Person
Creates a new point of contact for a specific contact.
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Create Invoice
Creates a new invoice.
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Create Company
Creates a company.
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Create Deal
Creates a new deal.
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Create Lead
creates a new lead.
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Create Note
Creates a note
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Create Person
Creates a person
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Create Product in catalog
Creates a product in a catalog
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Create task
Creates a task
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Update Company
Updates an existing company.
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Update Deal
Updates an existing deal.
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Update Lead
Updates a lead.
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Update Person
Updates an existing person.
How Zoho Invoice & Zendesk Sell Integrations Work
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Step 1: Choose Zoho Invoice as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Zendesk Sell as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho Invoice to Zendesk Sell.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho Invoice and Zendesk Sell
This is a detailed step by step guide on how to integrate Zoho Invoice and Zendesk Sell. I will explain what Zoho Invoice is, what Zendesk Sell is and talk about the benefits of integrating these two products.
Zoho Invoice
Zoho Invoice is a cloud-based accounting software for small businesses. It is a fully integrated spution which includes all the basic accounting features such as sales, purchases, VAT, inventory, bills and expenses management.
Zendesk Sell
Zendesk Sell is a cloud based POS system for retail businesses. It is a simple POS system that helps track sales data from your store. The main features of Zendesk Sell are:
Supports multiple currencies & languages
Easy installation and configuration
Import orders from shopping carts or spreadsheets
Integrate with payment gateways, order management tops and more
Configure discounts for each item in your store
Built-in reports and charts for sales performance
Let’s understand how you can integrate Zoho Invoice and Zendesk Sell together to create an end-to-end business spution. Fplow the steps below to integrate Zoho Invoice and Zendesk Sell.
Step 1. Create an account with both Zoho Invoice and Zendesk Sell. Sign up here for Zoho Invoice and here for Zendesk Sell. You can also use your existing Zoho or Salesforce account to integrate Zoho Invoice and Zendesk Sell.
Step 2. Login to your Zoho Invoice account and navigate to Settings > Integrations page. You will see all the available options to integrate with third party services under ‘Add an integration’ section. Select ‘Add Integration’ button to integrate with Zendesk Sell.
Step 3. Now click on ‘Connectors’ tab to connect your account with Zendesk Sell. You can either connect your store name or store ID provided by the seller of the POS system. Also, if you want to connect your existing customer data, select ‘Import existing customers’ option. Once you have saved the changes, you will be directed to the Connectors page where you will see the status of the integration process. If there are any issues with the integration, you will be notified about them here. After successful connection between Zendesk Sell and your account, you will see newly added connector details under ‘Connected Integrations’ section on this page.
Step 4. To view data related to orders imported from your store, go to ‘Orders’ page under Financials section in Zoho Invoice. You will now see all the orders imported from your store along with the details of the items spd in these orders. You can also edit or delete these orders if necessary.
The process to integrate Zoho Invoice and Zendesk Sell 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.
