?>

Zoho Invoice + Zoho CRM Integrations

Syncing Zoho Invoice with Zoho CRM 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 Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
Zoho CRM Alternatives

Looking for the Zoho CRM Alternatives? Here is the list of top Zoho CRM Alternatives

  • Salesforce Salesforce
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best ways to Integrate Zoho Invoice + Zoho CRM

  • Zoho Invoice MailChimp

    Zoho CRM + MailChimp

    Add new Zoho CRM webhook triggers to MailChimp as subscribers Read More...
    Close
    When this happens...
    Zoho Invoice New Entry
     
    Then do this...
    MailChimp Add/Update Subscriber

    Add new Zoho CRM webhook triggers to MailChimp as subscribers

  • Zoho Invoice {{item.actionAppName}}

    Zoho Invoice + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Zoho Invoice + Zoho CRM in easier way

It's easy to connect Zoho Invoice + Zoho CRM 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 Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    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.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Zoho Invoice & Zoho CRM 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 Zoho CRM 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 Zoho CRM.

    (2 minutes)

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

Integration of Zoho Invoice and Zoho CRM

Zoho Invoice

Zoho Invoice is a web-based invoicing and expense tracking software. It has a number of features and functionalities and can be used by both businesses and individuals. For those using the service, they will have access to a calendar, inventory, sales and purchase management software, affiliate marketing software, etc.

Zoho CRM

Zoho CRM stands for customer relationship management. It is a service offered by Zoho to help businesses manage their customers effectively. A business must first create an account with Zoho in order to use this service. The user can then integrate his or her Zoho Invoice account with the Zoho CRM account. From there, the user can access all of the data from both accounts on one platform. He or she does not have to switch back and forth between the two accounts. The integration of Zoho Invoice and Zoho CRM also helps to streamline workflow.

Integration of Zoho Invoice and Zoho CRM

The integration of Zoho Invoice and Zoho CRM means that you can access all of your data from different areas on the same platform. This will save you time since you do not need to switch back and forth. Let us take a look at how it works.

The first thing you will have to do is set up an account with Zoho if you do not already have one. Then you will have to create an account with Zoho Invoice as well. When you are done filling out the necessary information, you will be able to access your invoice data from your new account.

You have the option of integrating your invoice data with other apps like Google Drive, Dropbox, Microsoft OneDrive, Box, Evernote or SugarSync. This way, you will be able to share your data more easily. If you choose to share your data via Box, you will be able to upload documents directly from your invoice screen without having to open up another tab or window on your computer. You can also drag images right into the invoice that you are currently working on. This way, you can ensure that all of your work gets done very quickly and efficiently.

Benefits of Integration of Zoho Invoice and Zoho CRM

There are several benefits to integrating your Zoho Invoice and Zoho CRM accounts. Here are some of them:

Your data is always available on one platform so you do not need to switch back and forth between apps. This can save you time.

Integration with other apps like Google Drive, Dropbox, Microsoft OneDrive, Box, Evernote or SugarSync allows you to share your data with other people more easily. There is no need to send emails or run around delivering documents manually. Your work can be shared across different platforms instantly just by clicking on the right button.

All of your data is safe because it is backed up in real time. You can access this data whenever you need it and even when there is a power failure at your office or home. You never have to worry about losing your data again when it is safely backed up online in real time.

If you want to learn more about integration of Zoho Invoice and Zoho CRM, visit https://www.zoho.com/crm/integration/invoice/.

The process to integrate Zoho Invoice and Zoho CRM 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.