Integrate Gro CRM with Alegra

Send information between Gro CRM and Alegra automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when a new deal is created in Gro CRM.
  2. Zoho Flow creates a new estimate in Alegra.
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Create an estimate in Alegra for every new deal created in your Gro CRM

Gro CRM + Alegra

Build your own integrations between Gro CRM and Alegra

Connect Gro CRM and Alegra with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Gro CRM and Alegra using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

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

Invoice created

Triggers when a new invoice is created

Payment recorded

Triggers when a new payment is recorded

Estimate created

Triggers when a new estimate is created

Contact created

Triggers when a new contact is created

Product or service created

Triggers when a new product or service is created

All Actions - Actions are the automated tasks

Create account

Creates a new account

Create contact

Creates a new contact

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 country

Fetches the details of a country by name

Fetch user

Fetches the details of an existing user by email

Create contact

Creates a new contact

Send invoice

Sends an invoice through email

Create invoice

Creates a new invoice

Create estimate

Creates a new estimate

Fetch contact

Fetches the details of an existing contact

Send estimate

Sends an estimate through email

Create item

Creates a new item

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.

CRM

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.

Accounting

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.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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