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 950+ 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 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.

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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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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

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