Zoho CRM + sevDesk Integration

Connect Zoho CRM to sevDesk in 1 click

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1.
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
  • sevDesk
    Invoice is updated in sevDesk
  • sevDesk
    Invoice is created in sevDesk
  • sevDesk
    Contact is created in sevDesk
  • sevDesk
    Voucher is created in sevDesk
  • sevDesk
    Order is created in sevDesk
  • sevDesk
    Order is updated in sevDesk
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2.

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Ready Workflows Ready Workflows   for Zoho CRM + sevDesk Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
sevDesk + Zoho CRM Integration

Create Zoho CRM contact for new sevDesk contact

If you are using sevDesk, then you may want to also use Zoho CRM to manage your customer relationships. With the help of this automation, whenever you create a contact in sevDesk, a corresponding contact will be created in Zoho CRM.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Zoho CRM + sevDesk Integration

Create sevDesk contact for new Zoho CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Zoho CRM, this automation will automatically create a contact in sevDesk.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Zoho CRM and sevDesk!
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Who Is This Integration For?

Small Business Owners
Small Business Owners
Sales Managers
Sales Managers
Accountants
Accountants
E-commerce Companies
E-commerce Companies
Consultants
Consultants
Small Business Owners
Small business owners need a way to seamlessly synchronize their accounting activities in Sevdesk with customer relationship data in ZohoCRM to maintain accurate financial reports and customer records without manual errors.
Sales Managers
Sales managers often find themselves without up-to-date invoice and payment information from Sevdesk when interacting with clients in ZohoCRM, which can lead to uncomfortable conversations or lost sales opportunities.
Accountants
Accountants spend a lot of time manually transferring transaction data from Sevdesk to update customer profiles and payment statuses in ZohoCRM, leading to inefficiencies and the potential for human error.
E-commerce Companies
E-commerce companies struggle to keep track of customer orders and payment statuses across Sevdesk and ZohoCRM, which can result in unsynchronized inventory data and customer service issues.
Consultants
Consultants face challenges in correlating invoicing and financial data from Sevdesk with client interaction histories in ZohoCRM, hindering their ability to identify key client accounts for upselling opportunities.
Zoho CRM logo
sevDesk logo

What Can You Automate With Zoho CRM + sevDesk

Add new Sevdesk contacts to ZohoCRM
Automatically create a new contact in ZohoCRM when you add a new contact in Sevdesk. This keeps your client information up-to-date across both platforms without double entry.
Sync Sevdesk invoices to ZohoCRM deals
Whenever you create an invoice in Sevdesk, automatically generate a corresponding deal in ZohoCRM. This helps you track your sales funnel and ensures your team has access to the latest financial data.
Update payment statuses in ZohoCRM from Sevdesk
Keep your ZohoCRM payment records accurate by automatically updating deal payment statuses when invoices are marked as paid in Sevdesk. This gives you a real-time financial overview for client management.
Create ZohoCRM tasks from Sevdesk estimates
Generate tasks in ZohoCRM when you create a new estimate in Sevdesk. This allows your team to follow up on potential sales opportunities promptly, improving your sales pipeline.
Notify your team about Sevdesk payments in ZohoCRM
Send notifications to your team in ZohoCRM when a payment is made in Sevdesk, ensuring everyone is informed and can take timely action where necessary.
And much more...
Automations

Top 10 Most Popular Zoho CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Zoho CRM logo
Create Zoho CRM module for new Elementor Forms form submission
Activate
WA Web Plus logo
Zoho CRM logo
Create Zoho CRM module for new whatsapp event received in WA Web Plus
Activate
Google Sheets logo
Zoho CRM logo
Create Zoho CRM module for new Google Sheets row
Activate
Zoho CRM logo
AiSensy logo
Send AiSensy template message for updated Zoho CRM module
Activate
Elite Funnels logo
Zoho CRM logo
Create Zoho CRM module for new Elite Funnels form submission
Activate
Elementor Forms logo
Zoho CRM logo
Create Zoho CRM module for new Elementor Forms form submission
Activate
WA Web Plus logo
Zoho CRM logo
Create Zoho CRM module for new whatsapp event received in WA Web Plus
Activate
Google Sheets logo
Zoho CRM logo
Create Zoho CRM module for new Google Sheets row
Activate
Zoho CRM logo
AiSensy logo
Send AiSensy template message for updated Zoho CRM module
Activate
Elite Funnels logo
Zoho CRM logo
Create Zoho CRM module for new Elite Funnels form submission
Activate
WhatsApp logo
Zoho CRM logo
Create Zoho CRM module for new message received in WhatsApp
Activate
Google Sheets logo
Zoho CRM logo
Create Zoho CRM contact for new Google Sheets row
Activate
WPForms logo
Zoho CRM logo
Create Zoho CRM module for new WPForms form submission
Activate
Webflow (Legacy) logo
Zoho CRM logo
Create Zoho CRM module for new Webflow form submission
Activate
Tally logo
Zoho CRM logo
Create Zoho CRM module for new Tally response
Activate
WhatsApp logo
Zoho CRM logo
Create Zoho CRM module for new message received in WhatsApp
Activate
Google Sheets logo
Zoho CRM logo
Create Zoho CRM contact for new Google Sheets row
Activate
WPForms logo
Zoho CRM logo
Create Zoho CRM module for new WPForms form submission
Activate
Webflow (Legacy) logo
Zoho CRM logo
Create Zoho CRM module for new Webflow form submission
Activate
Tally logo
Zoho CRM logo
Create Zoho CRM module for new Tally response
Activate

Top 10 Most Popular sevDesk Automations from
Integrately Community

Most popularmost-popular-automations
01
sevDesk logo
HubSpot logo
Create HubSpot contact for new sevDesk contact
02
Stripe logo
sevDesk logo
Create sevDesk invoice for new Stripe charge
03
HubSpot logo
sevDesk logo
Create sevDesk order for new HubSpot deal
04
ThriveCart logo
sevDesk logo
Create sevDesk invoice for new ThriveCart purchase
05
Webflow (Legacy) logo
sevDesk logo
Create sevDesk invoice for new Webflow order
cloud
sevDesk
app integration
06
Fusioo logo
sevDesk logo
Create sevDesk invoice from new record Fusioo
07
SureCart logo
sevDesk logo
Create sevDesk invoice for new SureCart order
08
sevDesk logo
Bulldog-WP  logo
Create Bulldog-WP contact for new sevDesk contact
09
sevDesk logo
WIIVO logo
Create WIIVO contact for new sevDesk contact
10
sevDesk logo
Sakari SMS logo
Create Sakari SMS contact for new sevDesk contact
How Integrately Works?

How Integrately Works?

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2
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You Can Also Connect Zoho CRM or sevDesk With 1400+ Other Apps

Zoho CRM
Zoho CRM
ZohoCRM is a simple and easy-to-use CRM software that provides you with everything you need to manage your contacts. You can create, store, and share contacts through the web interface or on the mobile app.
sevDesk
sevDesk
sevDesk is an accounting solution that helps you craft invoices, generate vouchers, and easily manage contacts and orders. Apt for freelancers, startups, and small to medium-sized businesses to manage financial processes.