WhatConverts + Zoho Invoice Integration

Connect WhatConverts to Zoho Invoice - Automate your workflows in 1-click

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Create Zoho Invoice contact for new WhatConverts 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 WhatConverts - Zoho Invoice integration, anytime a new WhatConverts 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 New lead is received in WhatConverts > Check condition > Create contact in Zoho Invoice

WhatConverts + Zoho Invoice Integration

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

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New lead is received in WhatConverts Instant
New lead is updated in WhatConverts Instant
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 lead in WhatConverts
Update lead in WhatConverts
Search lead in WhatConverts
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

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750 Tasks

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Integrate WhatConverts & Zoho Invoice 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 WhatConverts & 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 WhatConverts or Zoho Invoice With 1100+ Other Apps

WhatConverts integrates directly with your favorite marketing tools to show how each channel performs for each stage of the customer journey, from ad click to signup and referral.

See WhatConverts 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