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Create Zoho Invoice order for new ConvergeHub deal
When you create a deal in ConvergeHub, 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 ConvergeHub and Zoho Invoice.
Create Zoho Invoice contact for new ConvergeHub contact
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 ConvergeHub - Zoho Invoice integration, anytime a new ConvergeHub 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.
When Contact is created in ConvergeHub > Check condition > Create contact in Zoho Invoice
When Lead is created in ConvergeHub > Check condition > Create contact in Zoho Invoice
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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 IntegrationsConvergeHub is a powerful CRM that helps you manage leads & customers, create contacts, follow up on deals, schedule meetings, follow social media updates and monitor competitors with ease.
See ConvergeHub Integrations❤Trusted by 10,000+ Customers
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