Get access to key account data of your customer with Zoho Invoice Zendesk app.
About Zoho Invoice
Zoho Invoice and Zendesk integrated enables your Agents to view data from Zoho Invoice while working on a Zendesk Support ticket, to provide a better and smarter solution. Display core details like the address, a list of invoices and estimates and transactions details from Zoho Invoice.
Zoho Invoice is a cloud-based invoicing software built for freelancers and small business owners. You can craft and send beautiful invoices and get paid faster online. With its easy-to-use interface and advanced features, Zoho Invoice is the perfect invoicing tool your business needs right now!
Sign up for a free trial today!
When you setup this integration between Zoho Invoice and Zendesk, your Customer Data (as defined in our Terms of Service and Privacy Policy) will be transmitted or processed outside of Zoho systems as per Zoho’s Terms of Service and Privacy Policy.
Installation
Sign in to your Zendesk Support account, then click the Admin icon in the sidebar. Select Apps > Marketplace, then find the Zoho Invoice app and click the tile. On the Zoho Invoice application page, click Install app present in the upper-right corner. Enter the following information:
Title: Name for the application.
Are you an European Union(EU) Customer?: To access the European edition of Zoho Invoice.
Refresh your page for the changes to take effect and your Zoho Invoice app is ready to go.
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