Zoho Invoice + Close Integration

Connect Zoho Invoice to Close in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho Invoice
    Invoice is created in Zoho Invoice Instant
  • Zoho Invoice
    Customer is created in Zoho Invoice Instant
  • Zoho Invoice
    Item is created in Zoho Invoice Instant
  • Zoho Invoice
    Contact person is created in Zoho Invoice
  • Zoho Invoice
    Project is created in Zoho Invoice Instant
  • Zoho Invoice
    Estimate is created in Zoho Invoice Instant
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
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2.

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Ready Workflows Ready Workflows   for Zoho Invoice + Close Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Close + Zoho Invoice Integration

Create Zoho Invoice order for new Close opportunity

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Close and Zoho Invoice work together to make accounting and bookkeeping simple.

When you create a opportunity in Close, it will automatically create an order in Zoho Invoice. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Close and Zoho Invoice.
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Close + Zoho Invoice Integration

Create Zoho Invoice contact for new Close 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 Close - Zoho Invoice integration, anytime a new Close 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.
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Automations

Top 10 Most Popular Zoho Invoice Automations from
Integrately Community

Just click on the workflow you want to automate

Zoho Books logo
Zoho Invoice logo
Create Zoho Invoice invoice for new Zoho Books sales invoice
Activate
WordPress logo
Zoho Invoice logo
Create Zoho Invoice contact for new WordPress user
Activate
Shopify logo
Zoho Invoice logo
Create Zoho Invoice invoice for new Shopify order
Activate
Google Sheets logo
Zoho Invoice logo
Create Zoho Invoice contact for new Google Sheets row
Activate
Microsoft Excel logo
Zoho Invoice logo
Create Zoho Invoice contact for new Microsoft Excel row
Activate
Zoho Books logo
Zoho Invoice logo
Create Zoho Invoice invoice for new Zoho Books sales invoice
Activate
WordPress logo
Zoho Invoice logo
Create Zoho Invoice contact for new WordPress user
Activate
Shopify logo
Zoho Invoice logo
Create Zoho Invoice invoice for new Shopify order
Activate
Google Sheets logo
Zoho Invoice logo
Create Zoho Invoice contact for new Google Sheets row
Activate
Microsoft Excel logo
Zoho Invoice logo
Create Zoho Invoice contact for new Microsoft Excel row
Activate
HubSpot logo
Zoho Invoice logo
Create Zoho Invoice order for new HubSpot deal
Activate
bexio logo
Zoho Invoice logo
Create Zoho Invoice invoice for new bexio invoice
Activate
Notion logo
Zoho Invoice logo
Create Zoho Invoice contact for new Notion database item
Activate
Ecwid logo
Zoho Invoice logo
Create Zoho Invoice invoice for new Ecwid (In Review) order
Activate
Square logo
Zoho Invoice logo
Create Zoho Invoice contact for new Square customer
Activate
HubSpot logo
Zoho Invoice logo
Create Zoho Invoice order for new HubSpot deal
Activate
bexio logo
Zoho Invoice logo
Create Zoho Invoice invoice for new bexio invoice
Activate
Notion logo
Zoho Invoice logo
Create Zoho Invoice contact for new Notion database item
Activate
Ecwid logo
Zoho Invoice logo
Create Zoho Invoice invoice for new Ecwid (In Review) order
Activate
Square logo
Zoho Invoice logo
Create Zoho Invoice contact for new Square customer
Activate

Top 10 Most Popular Close Automations from
Integrately Community

Most popularmost-popular-automations
01
Webflow (Legacy) logo
Close logo
Create Close contact for new Webflow form submission
02
Elementor Forms logo
Close logo
Create Close contact for new Elementor Forms form submission
03
GroovePages logo
Close logo
Create Close contact for new GroovePages response
04
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Close opportunity
05
Formsite logo
Close logo
Create Close contact for new Formsite form submission
cloud
Close
app integration
06
Kajabi logo
Close logo
Create Close contact from new Kajabi offer
07
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity from new Close contact
08
OnceHub logo
Close logo
Create Close task for new OnceHub booking
09
Unbounce logo
Close logo
Create Close contact for new Unbounce form submission
10
WhatsApp logo
Close logo
Create Close note for new WhatsApp message
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Zoho Invoice or Close With 1400+ Other Apps

Zoho Invoice
Zoho Invoice
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.
Close
Close
Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—all in one place.