​Integration with Zoho Invoice and Zoho CRM

User Guide / Integrations / ​Integration with Zoho Invoice

Integration with Zoho Invoice and Zoho CRM

Integration with Zoho Invoice allows you to transfer invoices for payment from Zoho Invoice to

To enable integration in your account, open Manage > CRM Integrations and click on Zoho.

After that, the connection page will open and you will need to fill in the following fields:

1. API key.

To create a token, go to the Zoho Control Panel, go to Settings -> Developer Space -> APIs, and go to the "Zoho Service Link Key" tab. In this section, you need to generate the key and then copy it:

Then paste it into the "API Key" field in

2. The name of the integration.

The name that will be displayed in the list of connected integrations. You can specify any.

3. Connect for the following channels.

Select from the drop-down list of connected channels the ones you need to connect this integration.

4) and Final step: tick the consent to the processing of personal data and click on the "Connect" button.

Ready! Integration is enabled, now data from Zoho invoice will be added to

The integration will now appear in the list of connected integrations, where you can edit its settings and view the event log.

Integration with Zoho Invoice - Information for developers

Changed: 08.10.2023 20:01