Integrate Zoho CRM with Hiveage
Send information between Zoho CRM and Hiveage automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Hiveage for newly closed deals in Zoho CRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in Hiveage each time a deal is won in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new invoice in Hiveage.
Generate an invoice in Hiveage for newly closed deals in Zoho CRM
Zoho CRM + Hiveage
Create a new contact in Hiveage whenever a new contact is created in Zoho CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in Hiveage each time a new contact is created in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in Hiveage.
Create a new contact in Hiveage whenever a new contact is created in Zoho CRM
Zoho CRM + Hiveage
Build your own integrations between Zoho CRM and Hiveage
Connect Zoho CRM and Hiveage 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 Zoho CRM and Hiveage using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Updated deal
Triggers when an existing deal is updated
New user
Triggers when a new user is created
User created or updated
Triggers when the details of an existing user are created or updated
New module
Triggers when a new module is created
New note
Triggers when a new note is added
Entry created or updated
Triggers when a record entry is created or updated
Updated module entry
Triggers when an entry is updated in the selected module
New contact
Triggers when a new contact is created
New lead
Triggers when a new lead is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New item
Triggers when a new item is created
New invoice
Triggers when a new invoice is created
New connection
Triggers when a new connection is created
New estimate
Triggers when a new estimate is created
New contact
Triggers when a new contact is created
New expense entry
Triggers when a new expense entry is created
All Actions - Actions are the automated tasks
Draft email template
Drafts an email based on the selected template
Add user
Adds a new user
Add tags
Adds tags to the specified record
Convert lead to contact
Converts a lead to a contact
Update related module entry
Relates an entry in this module with an entry in another module
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Raise signal
Raises a signal to Zoho CRM
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send email template
Sends an email to the specified users
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Add note
Adds a note to the selected module
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
Update user
Updates the details of an existing user based on user ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch account
Fetches an account by its name or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Clone module entry
Clones an existing module entry
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch email template
Fetches an email template by name
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
Create expense entry
Creates a new expense entry
Create contact
Creates a new contact
Create connection
Creates a new connection
Create invoice
Creates a new invoice
Create estimate
Creates a new estimate
Create item
Creates a new item
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
What is Hiveage?
Hiveage is online invoicing software for small businesses. You can send branded invoices, track expenses, and enable recurring invoices to manage subscriptions.
Similar apps
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 >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
