Zoho CRM for Zoho Invoice

Bridge the gap between your sales and finance teams.

Built for: Invoice Developed by: Zoho Corporation
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Give the sales team a 360-degree view of your customer data with the Zoho Invoice integration. Automatic sync for contacts and items means your team never has to enter the same information twice.

Key Features:

  • Sync customer data from Zoho Invoice and provide all the necessary information to the sales team—including customers' contact details and transaction history—in one place
  • Sync all your items in Zoho Invoice with your products in Zoho CRM
  • Create estimates and invoices for your customers directly from Zoho CRM, without having to switch between apps
  • Set up triggers to create estimates or invoices automatically based on the potential's stage in Zoho CRM

Tags

Deployment type Built-in integrations
Published date Nov 8, 2021
Version 1.0
Category Sales
Pricing Free
Vendor Website

Compatible Editions

  • Free

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