Zoho Invoice + Solve CRM Integration

Connect Zoho Invoice to Solve CRM in 1 click

Integrate Zoho Invoice + Solve CRM For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Zoho Invoice + Solve CRM Workflows

Create Zoho Invoice contact from new Solve CRM company

If you have created a company in Solve CRM, it's important to create a contact in Zoho Invoice. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

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Create Zoho Invoice contact for new Solve 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 Solve CRM - Zoho Invoice integration, anytime a new Solve 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.

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When Contact is created in Solve CRM > Check condition > Create contact in Zoho Invoice

Solve CRM + Zoho Invoice Integration

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Create Your Own Zoho Invoice & Solve CRM Integration In Clicks

Create Automation

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
Contact is created in Solve CRM
Company is created in Solve 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
Create contact in Solve CRM
Create company in Solve CRM

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Integrate Zoho Invoice & Solve CRM In 1 Click
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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 Zoho Invoice & Solve CRM with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Zoho Invoice & Solve CRM With 1100+ Other Apps

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

Solve provides a powerful solution to manage and scale customer service teams. From scheduling calls to sharing notes and documents, it eliminates the need for multiple tools while increasing efficiency and team workflows.

See Solve CRM Integrations