Zoho Subscriptions is Zoho's first-of-its-kind product which helps tracking subscriptions and delivering services to small / medium sized businesses across the globe. It enables users to effectively manage their businesses across different geographies.
Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.
Apptivo IntegrationsZoho Subscriptions + Apptivo
Add Employee in apptivo when Payment Success is added to Zoho Subscriptions Read More...Zoho Subscriptions + Apptivo
Create Lead from apptivo from Payment Success to Zoho Subscriptions Read More...Zoho Subscriptions + Apptivo
Create Opportunity from apptivo from Payment Success to Zoho Subscriptions Read More...Zoho Subscriptions + Apptivo
Create Case from apptivo from Payment Success to Zoho Subscriptions Read More...Zoho Subscriptions + Apptivo
Create Contact from apptivo from Payment Success to Zoho Subscriptions Read More...It's easy to connect Zoho Subscriptions + Apptivo without coding knowledge. Start creating your own business flow.
Triggers when a subscription is canceled
Triggers when a new Invoice is created
Triggers when a new subscription is created
Triggers when a payment received successfully
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Create a new subscription. To create a subscription for a new customer, you have to pass the customer object. To create a subscription for a existing customer pass the customer_id of that customer.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
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Zoho Subscriptions is a cloud-based software designed to help businesses manage their subscription-based services. It allows users to automate the billing process, keep track of repeat payments, and illustrate the status of recurring payments.
Apptivo is an integrated platform that helps businesses manage multiple SaaS applications including Salesforce, Zendesk, MailChimp, SugarCRM, Google Apps, Freshsales, Asana, Quickbooks, Zoho CRM, Stripe, Xero, Shopify, Sapius.
Businesses manage subscription-based services in Zoho Subscriptions can be integrated with Apptivo. Since Apptivo is an integrated SaaS platform, it offers an easy way for managing subscriptions through its Salesforce integration.
For example, when a customer subscribes to an online service using Apptivo’s Salesforce integration, the information related to the subscription will be automatically updated into Zoho Subscriptions. When charging an invoice for this subscription, Apptivo will automatically update the payment status into Zoho Subscriptions.
Businesses can enjoy fplowing benefits by integrating Zoho Subscriptions and Apptivo:
Better visibility of sales pipeline – The sales pipeline looks better with Apptivo’s outbound messaging feature which lets users send emails after creating an opportunity or contact record. For example, if an opportunity turns into a lead then it can be sent an email by Apptivo to invite them to talk with you over the phone. Automated email templates can also be used to educate potential customers about how your spution works or why they should buy your product. Improved data accuracy – Since data is pulled directly from Salesforce into Zoho Subscriptions, there is no need to manually enter this information. Apptivo also synchronizes all changes made in Salesforce with Zoho Subscriptions so that both applications are always up to date with each other. You do not have to worry about any duplicate records as Apptivo takes care of that for you. Automated billing – This integration makes it easier to create invoices for customers who paid via credit card. With every payment made on Apptivo’s platform, the payment information will be automatically updated into Zoho Subscriptions with a link to view the invoice. Not only that, but you can also export this information into a CSV file and use it in any other billing system that you want to use. Pre-billing – Due to the automation offered by this integration, you can pre-bill your customers for any future invoices before you even charge them for it. This is especially useful if one of your clients is planning to make a big purchase from you in the near future. You can pre-bill them for it now and avoid having to deal with any unnecessary wait time.
The process to integrate Zoho Subscriptions and Apptivo 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.