Popular PipelineDeals + Zoho Invoice Workflows
Create Zoho Invoice order for new PipelineDeals deal
When you create a deal in PipelineDeals, 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 PipelineDeals and Zoho Invoice.
Create Zoho Invoice contact for new PipelineDeals person
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 PipelineDeals - Zoho Invoice integration, anytime a new PipelineDeals person 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 Person is created in PipelineDeals > Check condition > Create contact in Zoho Invoice
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PipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!
See PipelineDeals IntegrationsZoho 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.
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