{"id":3178,"date":"2020-10-08T12:36:29","date_gmt":"2020-10-08T11:36:29","guid":{"rendered":"https:\/\/liminal.pt\/martech-magazine\/?p=3178"},"modified":"2022-08-11T12:30:00","modified_gmt":"2022-08-11T11:30:00","slug":"integrador-zoho-crm-invoicexpress-fature-mais-rapido","status":"publish","type":"post","link":"https:\/\/liminal.pt\/martech-magazine\/integrador-zoho-crm-invoicexpress-fature-mais-rapido\/","title":{"rendered":"Integrador InvoiceXpress &#038; Zoho CRM: Poupe tempo e fature mais r\u00e1pido"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">A necessidade de ter de consultar diferentes informa\u00e7\u00f5es em dois sistemas faz com que se perca tempo \u00e0 procura de dados que, caso as plataformas estejam integradas, podem ser encontrados em poucos cliques. \u00c9 exatamente este desafio que o <a href=\"https:\/\/liminal.pt\/zoho-invoicexpress-integracao\/\" target=\"_blank\" rel=\"noreferrer noopener\">integrador entre Zoho CRM &amp; InvoiceXpress<\/a> permite resolver. Ao conseguir ver a informa\u00e7\u00e3o de fatura\u00e7\u00e3o diretamente no <a href=\"https:\/\/www.zoho.com\/crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">Zoho CRM<\/a> e consultar os dados de cada cliente no <a href=\"https:\/\/invoicexpress.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">InvoiceXpress<\/a>, torna-se poss\u00edvel agilizar todo o processo relativo \u00e0 fatura\u00e7\u00e3o. Conhe\u00e7a os benef\u00edcios de integrar os dois sistemas e comece j\u00e1 a faturar mais r\u00e1pido!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Integrador InvoiceXpress &amp; Zoho CRM: Como funciona?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Este <a href=\"https:\/\/liminal.pt\/zoho-invoicexpress-integracao\/\" target=\"_blank\" rel=\"noreferrer noopener\">Plugin<\/a> faz a conex\u00e3o Bidirecional entre o Zoho CRM e o InvoiceXpress, permitindo que os dois sistemas estejam sempre atualizados.<\/p>\n\n\n\n<figure class=\"wp-block-table aligncenter\"><table><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong>Zoho CRM<\/strong><\/td><td class=\"has-text-align-center\" data-align=\"center\"><strong>InvoiceXpress<\/strong><\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Invoices<\/td><td class=\"has-text-align-center\" data-align=\"center\">Faturas<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Accounts<\/td><td class=\"has-text-align-center\" data-align=\"center\">Contactos<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Products<\/td><td class=\"has-text-align-center\" data-align=\"center\">Itens<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Sempre que \u00e9 criado um novo Invoice no Zoho CRM, toda a informa\u00e7\u00e3o associada \u00e9 enviada, em tempo real, para o m\u00f3dulo \u201cFaturas\u201d do InvoiceXpress no estado \u201cDraft\u201d. Quando esta nova fatura \u00e9 criada, \u00e9 tamb\u00e9m gerado um novo cliente no InvoiceXpress, com base nas informa\u00e7\u00f5es do m\u00f3dulo \u201cAccounts\u201d do Zoho, que \u00e9 automaticamente associado \u00e0 fatura no InvoiceXpress.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Por fim, todos os produtos associados \u00e0 fatura gerada no Zoho CRM \u2013 incluindo informa\u00e7\u00f5es sobre taxa\u00e7\u00e3o, descontos e quantidades &#8211; s\u00e3o tamb\u00e9m integrados no m\u00f3dulo \u201cProducts\u201d do InvoiceXpress e associados \u00e0 Fatura.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A conex\u00e3o inversa tamb\u00e9m existe: sempre que uma fatura for \u201cFinalizada\u201d ou \u201cPaga\u201d no InvoiceXpress, essa mesma informa\u00e7\u00e3o passa tamb\u00e9m para o Zoho CRM.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Quais os benef\u00edcios de integrar as plataformas?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">H\u00e1 v\u00e1rias vantagens em manter os sistemas integrados entre si:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Mantenha os dados entre o CRM e o Sistema de Fatura\u00e7\u00e3o atualizados em tempo real.<\/li><li>Consulte o estado das faturas no CRM;<\/li><li>Veja os dados de compras e fatura\u00e7\u00e3o no CRM;<\/li><li>Poupe tempo. Ao usar esta integra\u00e7\u00e3o deixar\u00e1 de ter de introduzir as mesmas informa\u00e7\u00f5es em duas plataformas diferentes.<\/li><li>Analise os principais KPI de fatura\u00e7\u00e3o no Zoho: crie dashboards e reports no Zoho CRM e analise os principais KPI de fatura\u00e7\u00e3o, como valor m\u00e9dio por transa\u00e7\u00e3o, os objetivos de vendas da sua equipa comercial, entre outros.<\/li><li>Vis\u00e3o 360\u00ba do funil de Vendas: tenha um tracking completo de todo o funil de vendas, desde o momento de cria\u00e7\u00e3o da lead at\u00e9 \u00e0 data de pagamento da fatura.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Quero comprar este integrador<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Enquanto especialistas em tecnologias de marketing, a Liminal conta com o know-how necess\u00e1rio para garantir que a integra\u00e7\u00e3o entre o Zoho CRM e o InvoiceXpress \u00e9 feita de forma eficaz e sem falhas.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/liminal.pt\/zoho-invoicexpress-integracao\/\" target=\"_blank\" rel=\"noreferrer noopener\">Fale connosco<\/a> e integre j\u00e1 os dois sistemas na sua empresa.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/liminal.pt\/zoho-invoicexpress-integracao\/\" target=\"_blank\" rel=\"noopener noreferrer\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"840\" height=\"441\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/10\/share-integrador-zohoinvoicexpress.jpg?resize=840%2C441&#038;ssl=1\" alt=\"integrador invoicexpress, integrador zoho crm, zoho crm invoicexpress\" class=\"wp-image-3180\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/10\/share-integrador-zohoinvoicexpress.jpg?resize=1024%2C538&amp;ssl=1 1024w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/10\/share-integrador-zohoinvoicexpress.jpg?resize=300%2C158&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/10\/share-integrador-zohoinvoicexpress.jpg?resize=768%2C404&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/10\/share-integrador-zohoinvoicexpress.jpg?resize=571%2C300&amp;ssl=1 571w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/10\/share-integrador-zohoinvoicexpress.jpg?w=1200&amp;ssl=1 1200w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/a><\/figure>\n<div class=\"rtng-rating-total\" data-id=\"3178\"><span class=\"rtng-text rtng-title\">Feedback<\/span><div class=\"rtng-star-rating rtng-no-js \" data-rating=\"100\">\n\t\t\t\t\t<div class=\"rtng-star\" data-rating=\"1\">\n\t\t\t\t\t\t<span class=\"dashicons 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class=\"rtng-star\" data-rating=\"1\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"1\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><label class=\"rtng-star\" data-rating=\"2\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"2\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><label class=\"rtng-star\" data-rating=\"3\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"3\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><label class=\"rtng-star\" data-rating=\"4\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"4\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><label class=\"rtng-star\" data-rating=\"5\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"5\" \/>\n\t\t\t\t\t<span class=\"dashicons 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<\/p>\n","protected":false},"author":2,"featured_media":3181,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[65,34],"tags":[250,252,70,110],"class_list":["post-3178","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","category-transformacao-digital","tag-integracoes","tag-invoicexpress","tag-zoho","tag-zoho-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Integrador InvoiceXpress &amp; Zoho CRM: Como funciona? | Liminal<\/title>\n<meta name=\"description\" content=\"Compre o integrador 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