Integrate Gro CRM with Alegra
Send information between Gro CRM and Alegra automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in Alegra for every new deal created in your Gro CRM
Automate the generation of estimates for new deals in your relationship management software to streamline sales and accounting processes. This flow will prepare an estimate in Alegra for a new deal created in your Gro CRM.
How it works
- The flow triggers when a new deal is created in Gro CRM.
- Zoho Flow creates a new estimate in Alegra.
Create an estimate in Alegra for every new deal created in your Gro CRM
Gro CRM + Alegra
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Supported triggers and actions
Integrate Gro CRM and Alegra using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task
Triggers when a new task is created
New user
Triggers when a new user is added
New deal
Triggers when a new deal is created
New contact
Triggers when a new contact is created
Invoice created
Triggers when a new invoice is created
Product or service created
Triggers when a new product or service is created
Payment recorded
Triggers when a new payment is recorded
Contact created
Triggers when a new contact is created
Estimate created
Triggers when a new estimate is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create account
Creates a new account
Fetch time zone
Fetches the details of a time zone by name
Fetch contact
Fetches the details of an existing contact by email or name
Fetch currency
Fetches the details of a currency by name
Fetch contact type
Fetches the details of an existing contact type by name
Fetch user
Fetches the details of an existing user by email
Fetch country
Fetches the details of a country by name
Create estimate
Creates a new estimate
Create item
Creates a new item
Send estimate
Sends an estimate through email
Create contact
Creates a new contact
Create invoice
Creates a new invoice
Send invoice
Sends an invoice through email
Fetch contact
Fetches the details of an existing contact
Fetch invoice
Fetches the details of an existing invoice
Fetch item
Fetches the details of an existing item
What is Gro CRM?
Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.
Similar apps
What is Alegra?
Alegra is a billing, administration, and accounting system. You can create recurring invoices, instantly record payments, and view the inventory status in real time.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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