Integrate Zoho CRM with Alegra

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

Explore prebuilt integration flows to get started

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Add new Zoho CRM contacts to Alegra

This flow creates a new contact in Alegra for every new contact added in Zoho CRM, saving you the time and effort of syncing contacts manually.

How it works

1. A new contact is added in Zoho CRM.

2. Zoho Flow creates a corresponding contact in Alegra.

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Add new Zoho CRM contacts to Alegra

Zoho CRM + Alegra

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Generate an invoice in Alegra for newly closed deals in Zoho CRM

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in Alegra for every finalised deal in Zoho CRM.

How it works
  1. The flow triggers when an existing deal is updated in Zoho CRM.
  2. Zoho Flow creates a new invoice in Alegra.
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Generate an invoice in Alegra for newly closed deals in Zoho CRM

Zoho CRM + Alegra

Build your own integrations between Zoho CRM and Alegra

Connect Zoho 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 Zoho CRM and Alegra using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

New contact

Triggers when a new contact is created

Updated module entry

Triggers when an entry is updated in the selected module

New note

Triggers when a new note is added

User created or updated

Triggers when the details of an existing user are created or updated

Entry created or updated

Triggers when a record entry is created or updated

New module

Triggers when a new module is created

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

New lead

Triggers when a new lead 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

Add tags

Adds tags to the specified record

Add user

Adds a new user

Convert lead to contact

Converts a lead to a contact

Send email template

Sends an email to the specified users

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Update related module entry

Relates an entry in this module with an entry in another module

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Update module entry

Updates the specified module entry

Draft email template

Drafts an email based on the selected template

Send mail merge

Sends a mail merge with details of the selected record

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Add note

Adds a note to the selected module

Raise signal

Raises a signal to Zoho CRM

Remove tags

Removes tags from the specified record

Update user

Updates the details of an existing user based on user ID

Fetch user

Fetches the details of an existing user by name or email address

Fetch event

Fetches an event by its title or unique ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch account

Fetches an account by its name or unique ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch email template

Fetches an email template by name

Fetch inventory template

Fetches an inventory template using ID

Clone module entry

Clones an existing module entry

Delete module entry

Deletes the specified entry

Cancel call

Cancels a event

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID

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 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.

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.

Learn more >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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