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.
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 IntegrationsZoho Subscriptions + Zoho CRM
Create/Update Lead from Zoho CRM from Payment Success to Zoho Subscriptions Read More...Zoho Subscriptions + Zoho CRM
Create/Update Contact from Zoho CRM from Payment Success to Zoho Subscriptions Read More...Zoho Subscriptions + Zoho CRM
Create Module Entry from Zoho CRM from Payment Success to Zoho Subscriptions Read More...Zoho Subscriptions + Zoho CRM
Add Attachment in Zoho CRM when Payment Success is added to Zoho Subscriptions Read More...Zoho Subscriptions + Zoho CRM
Create/Update Lead from Zoho CRM from Cancel Subscription to Zoho Subscriptions Read More...It's easy to connect Zoho Subscriptions + Zoho CRM 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
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
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 attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
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Zoho Subscriptions and Zoho CRM both have their own importance. They are not only used for accounting purpose but also for administration purpose. The integration of Zoho Subscriptions and Zoho CRM has made it a great software. I would like to discuss the integration of these two software in this paper.
To know more about the integration of Zoho Subscriptions and Zoho CRM, I would like to discuss the two applications individually.
Zoho Subscriptions is an online invoicing spution that allows users to send invoices online and track receivables online. It helps business owners and managers to track customers' subscriptions, renewals, and usage, as well as manage all payment transactions with ease. It can be accessed via a web browser or mobile app. It includes several features such as sending invoices, viewing order details, managing subscription plans, managing new subscriptions, extracting reports from data cplected, etc. (Zoho Subscriptions, n.d..
Zoho CRM is a customer relationship management (CRM. application that allows businesses to automate different processes related to managing customers. With this application, users can create a database of leads, contacts, clients and vendors; track communication history with each contact; and set up tasks, projects and activities (Zoho CRM, 2015.
Integration of Zoho Subscriptions and Zoho CRM has been done so that they can be used together as they have similar functions. The integration of Zoho Subscriptions and Zoho CRM has various benefits such as:
Customers will not need to use different software for invoicing and relationship management as they can use these two software together. It saves time of both customers and businesses as they do not have to use different software for these two purposes. Moreover, using Zoho Subscriptions and Zoho CRM together will help businesses get more benefits as some features are available in both these software. Invoicing and tracking payments can be done quickly as one single software is used for both purposes.
The integration of Zoho Subscriptions and Zoho CRM has many benefits to both customers and businesses. Both customers and businesses will benefit from this integration because it helps businesses save time by having one single software for tracking payments and invoicing. I think Zoho Subscriptions and Zoho CRM are useful to both customers and businesses as they not only provide services to customers but also help businesses to get their due payments easily.
The process to integrate Zoho Subscriptions 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.