Act! 365 + Zoho Invoice Integration

Connect Act! 365 to Zoho Invoice - Automate your workflows in 1-click

Make use of Act! 365 automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Zoho Invoice automations help you generate professional proposals quickly, send automated invoices, and track payments efficiently. And automate all the repetitive tasks between Act! 365 & Zoho Invoice using Integrately.

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Ready Workflows For Act! 365 + Zoho Invoice Integration

Just click on the workflow you want to automate

Create Zoho Invoice contact for new Act! 365 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Act! 365 - Zoho Invoice integration, anytime a new Act! 365 contact is created, an Zoho Invoice contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

When New contact is created in Act! 365 > Check condition > Create contact in Zoho Invoice

Act! 365 + Zoho Invoice Integration

Activate

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Create Your Own Act! 365 & Zoho Invoice Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

New contact is created in Act! 365
Triggers the automation when a new contact is added
Invoice is created in Zoho Invoice
Triggers the automation when any invoice is added or modified
Instant
Customer is created in Zoho Invoice
Triggers the automation when a new customer is created
Instant
Item is created in Zoho Invoice
Triggers the automation when a new item is created
Instant
Contact person is created in Zoho Invoice
Triggers the automation when a new contact person is created
Project is created in Zoho Invoice
Triggers the automation when a new project is created
Instant
Estimate is created in Zoho Invoice
Triggers the automation when a new estimate is created
Instant

Create contact in Act! 365
Adds a new contact to the database
Search invoice by email in Zoho Invoice
Searches for an invoice using email address
Update invoice in Zoho Invoice
Updates an invoice
Create invoice in Zoho Invoice
Generates invoices for sales transactions
Create contact in Zoho Invoice
Adds a new contact to the database
Search contact in Zoho Invoice
Finds and retrieves contact information
Create new estimate in Zoho Invoice
Creates a new estimate
Create new item in Zoho Invoice
Creates a new item
Get invoice by ID in Zoho Invoice
Retrieves a invoice using its id
Create contact person in Zoho Invoice
Adds a new contact person to the database

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Integrate Act! 365 & Zoho Invoice In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Act! 365 or Zoho Invoice With 1200+ Other Apps

Act! 365 is a powerful sales and marketing software that is available in the cloud. It helps you take care of everything from managing contacts to tracking deals using your smartphone.

See Act! 365 Integrations

Zoho Invoice is an easy to use and highly customizable invoice software for small businesses. It's mobile friendly, has payment reminders and recurring billing features.

See Zoho Invoice Integrations