Connect Zoho Invoice and Sangam CRM
Integrate Zoho Invoice with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Invoice in Zoho-invoice when New Lead Created in Sangam CRM
Create Contact in Zoho Invoice when New Lead Created in Sangam CRM
Create Item in Zoho Invoice when New Lead Created in Sangam CRM
Create Estimate in Zoho Invoice when New Lead Created in Sangam CRM
Create Contact Person in Zoho-invoice when New Lead Created in Sangam CRM
Popular Zoho Invoice + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho Invoice
When this happens...
- Request a new Trigger for Zoho Invoice
Choose an action
Sangam CRM
Automatically do this!
Create a new Lead
Create Opportunity
Fetch Module Fields
Create Contact
Create Ticket
Create Company
Create Campaign
Create or Update Lead
Create Or Update Linked Record
Update an Account
Search an User
Get Account related module data
Get Lead related contact module data
Get Partner Registration related module data
Add Event Member
Update Ticket
Search Leads
List Module Records
List Leads
Create Invoice in Zoho-invoice when New Lead Created in Sangam CRM
Use this flowCreate Contact in Zoho Invoice when New Lead Created in Sangam CRM
Use this flowCreate Item in Zoho Invoice when New Lead Created in Sangam CRM
Use this flowCreate Estimate in Zoho Invoice when New Lead Created in Sangam CRM
Use this flowCreate Contact Person in Zoho-invoice when New Lead Created in Sangam CRM
Use this flowRecord Payment in Zoho Invoice when New Lead Created in Sangam CRM
Use this flowFind Invoice in Zoho-invoice when New Lead Created in Sangam CRM
Use this flowUpdate Contact in Zoho-invoice when New Lead Created in Sangam CRM
Use this flowFind contact in Zoho-invoice when New Lead Created in Sangam CRM
Use this flowUpdate invoice in Zoho Invoice when New Lead Created in Sangam CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Invoice and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when a new lead is created.
New Contact Created
Trigger when new contact is created
Opportunity Created
Runs when opportunity created
New Ticket Created
Runs when new ticket is created
New Account Created
Runs when new account is created
New Task Created
Runs when new task is created
Do thisActions
Action is the task that follows automatically within your Zoho Invoice integrations.
Create Invoice
Creates a New Invoice.
Create Contact
Add a new contact in Zoho Invoice with optional company, billing/shipping addresses, contact persons, payment terms, currency, and tax details.
Create Item
Add a new product or service to Zoho Invoice with name, rate, SKU, tax settings and optional details.
Create Estimate
Creates a new estimate.
Create Contact Person
Create a new contact person.
Record Payment
Record a payment
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Zoho Invoice and Sangam CRM workflows.
Learn how to automate Zoho Invoice and Sangam CRM workflows.
Learn how to automate Zoho Invoice and Sangam CRM workflows.
Learn how to automate Zoho Invoice and Sangam CRM workflows.
Learn how to automate Zoho Invoice and Sangam CRM workflows.
Learn how to automate Zoho Invoice and Sangam CRM workflows.
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About Zoho Invoice
Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing
Learn moreSimilar apps
About Sangam CRM
Sangam CRM is a business CRM platform for managing sales, marketing, helpdesk support, internal tasks, and automated business workflows, with web, mobile, API, and integration capabilities.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho Invoice and Sangam CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Zoho Invoice and Sangam CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Sangam CRM. No coding required.
Yes. You can set up a workflow where Zoho Invoice triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in Zoho Invoice. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Zoho Invoice and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Invoice and Sangam CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
