CRM Integration Guide
Connect InvoiceDoodle with your favorite CRM platform
Integration Benefits
⚡
Streamlined Workflow
Automate the entire process from lead to payment with seamless CRM integration
👁️
360° Customer View
Get complete visibility of customer interactions, invoices, and payments in one place
🤖
Reduced Manual Work
Eliminate double data entry and manual updates between systems
Supported CRM Platforms
Salesforce
Enterprise-grade CRM integration with comprehensive customer data sync
Key Features
- •Bi-directional contact synchronization
- •Automated invoice creation from opportunities
- •Real-time payment status updates
- •Custom field mapping
- •Advanced workflow automation
Setup Process
- 1.Install InvoiceDoodle app from Salesforce AppExchange
- 2.Configure OAuth 2.0 authentication
- 3.Map custom fields and configure sync settings
- 4.Set up automated workflows and triggers
- 5.Test the integration with sample data
HubSpot
Seamless integration with HubSpot's all-in-one marketing platform
Key Features
- •Contact and company synchronization
- •Deal-to-invoice conversion
- •Payment tracking in deals
- •Automated email workflows
- •Custom property mapping
Setup Process
- 1.Connect via HubSpot App Marketplace
- 2.Authorize API access
- 3.Configure data synchronization settings
- 4.Set up custom properties
- 5.Create automated workflows
Zoho CRM
Comprehensive integration with Zoho's business suite
Key Features
- •Contact and deal synchronization
- •Automated invoice generation
- •Payment tracking
- •Custom module mapping
- •Workflow automation
Setup Process
- 1.Install from Zoho Marketplace
- 2.Configure API credentials
- 3.Set up data mapping
- 4.Create custom workflows
- 5.Test integration functionality
Custom Integration
Need to integrate with a different CRM system? Use our comprehensive API to build a custom integration.