Zoho Invoice + Circle Integration

Connect Zoho Invoice to Circle in 1 click

Integrate Zoho Invoice + Circle For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Zoho Invoice + Circle Workflows

Create Zoho Invoice contact for new Circle 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 Circle - Zoho Invoice integration, anytime a new Circle 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 Member is added in Circle > Check condition > Create contact in Zoho Invoice

Circle + Zoho Invoice Integration

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Create Automation

Invoice is created in Zoho Invoice Instant
Customer is created in Zoho Invoice Instant
Item is created in Zoho Invoice Instant
Contact person is created in Zoho Invoice
Project is created in Zoho Invoice Instant
Estimate is created in Zoho Invoice Instant
Member is added in Circle
Member is tagged in Circle
Comment is added in Circle
Post is created in Circle
Member charge is paid in Circle
Space is created in Circle
Community is created in Circle
Member charge is refunded in Circle
Subscription is active in Circle
Subscription is canceled in Circle
Subscription is past due in Circle

Create invoice in Zoho Invoice
Create contact in Zoho Invoice
Search contact in Zoho Invoice
Create new estimate in Zoho Invoice
Create new item in Zoho Invoice
Get invoice by ID in Zoho Invoice
Create contact person in Zoho Invoice
Invite a member in Circle
Add member to space group in Circle
Add member to space in Circle
Remove member from space in Circle
Remove member from your community in Circle
Remover member from space group in Circle
Get member by id in Circle
Create a topic in Circle
Tag a community member in Circle
Create event in Circle
Send direct message in Circle
Search Member in Circle
Untag a community member in Circle
Update member in Circle
RSVP member to event in Circle
Start group chat in Circle
Update event in Circle
Remove member from event in Circle
Search member has a specific member tag assigned in Circle
Search member of space group in Circle
Create comment in Circle

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You Can Also Integrate Zoho Invoice & Circle With 1100+ Other Apps

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

Circle is a social network that allows you to bring together all of your discussions, memberships, and content. Your community remains unique and thrives under your own brand as it grows on Circle.so

See Circle Integrations