Fluent CRM + Zoho Invoice Integration

Connect Fluent CRM to Zoho Invoice - Automate your workflows in 1-click

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Create Zoho Invoice contact for new Fluent CRM 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 Fluent CRM - Zoho Invoice integration, anytime a new Fluent CRM 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 Contact is created in Fluent CRM > Check condition > Create contact in Zoho Invoice

Fluent CRM + Zoho Invoice Integration

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Create Your Own Fluent CRM & Zoho Invoice Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Fluent CRM & Zoho Invoice

Create Automation

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Contact is created in Fluent CRM
Contact is updated in Fluent CRM
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

Create contact in Fluent CRM
Search contact in Fluent CRM
Update contact in Fluent CRM
Add note to contact in Fluent CRM
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

3x-10x Less Expensive Than Zapier

Zapier

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750 Tasks

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2,000 Tasks

in $19.⁹⁹

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Integrate Fluent CRM & Zoho Invoice In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Fluent CRM & Zoho Invoice with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Fluent CRM or Zoho Invoice With 1100+ Other Apps

Fluent is a sleek, intuitive and integrated WordPress CRM that helps you manage your leads from the very first touch-point to the most advanced stages of the sales funnel – all in one place.

See Fluent CRM 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