Integrate Agile CRM with Zoho Inventory

Agile CRM is a cloud based customer relationship management system that allows small businesses to interact with their customers in an efficient and effective manner. Zoho Inventory is a cloud based inventory management system that allows small businesses to manage product catalogs, sales, purchases, and finances. The integration of these two systems can deliver numerous benefits, which will be explained later in the article.

Integration of Agile CRM and Zoho Inventory

Zoho Inventory integrates with Agile CRM via the Zoho Appy Pie Connect service. Once this integration has taken place, the user can feed data from Zoho Inventory into any field in Agile CRM that contains a drop down list. This data feed can be initiated manually by a user selecting a new option on the drop down list or it can be automated by Appy Pie Connect itself. By automating the data feed, the user is able to create a custom table that lists the products in Zoho Inventory and then automatically populates that table with the relevant information for each product. This automation can be done using a Appy Pie Connect trigger; when there is a change in Zoho Inventory, Appy Pie Connect will automatically initiate the data feed to Agile CRM. If there is a drop down list in Agile CRM with two options such as "New" and "Used", then Appy Pie Connect can use a Google Sheets script to select the relevant option for each product in Zoho Inventory and automatically populate the Agile CRM drop down list with those products from Zoho Inventory.

Benefits of Integration of Agile CRM and Zoho Inventory

The integration of Agile CRM and Zoho Inventory provides numerous benefits for small business owners. First, it allows users to export entire data sets from Zoho Inventory to Microsoft Excel. In this way, users are not limited to exporting only one sheet of data at a time but instead can export all of the relevant data from a product catalog of any size. Additionally, by exporting individual sheets of data from Zoho Inventory to Excel, users are able to quickly edit and reformat any spreadsheet needed for reporting purposes. Furthermore, this integration also allows users to export data directly from Agile CRM to Microsoft Word. This export process is useful for creating letters or other documents that include customer details such as purchase history, billing address, shipping addresses, etc. If users want to create a letter that includes all of this information, they can do so quickly and easily via this integration between Agile CRM and Zoho Inventory.

The process to integrate Agile CRM and Zoho Inventory may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.