Popular Zoho Invoice + Salesflare Workflows
Create Zoho Invoice order for new Salesflare opportunity
When you create a opportunity in Salesflare, 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 Salesflare and Zoho Invoice.
Create Zoho Invoice contact for new Salesflare 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 Salesflare - Zoho Invoice integration, anytime a new Salesflare 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 Contact is created in Salesflare > Check condition > Create contact in Zoho Invoice
When Person is created in Salesflare > Check condition > Create contact in Zoho Invoice
When User is created in Salesflare > 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 IntegrationsSalesflare's mission is to help startups grow their sales. It's AI-driven approach automatically gathers data from every incoming lead and contact, making it easy to organise and prioritise your sales efforts.
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