Integrate Agile CRM with Zoho Inventory

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Zoho Inventory

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About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Zoho Inventory

Zoho Inventory is a cloud-based inventory management solution designed for small to midsize businesses. With our simple yet powerful features, you can keep track of your online inventory from multiple warehouse locations.

Zoho Inventory Integrations
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Best Agile CRM and Zoho Inventory Integrations

  • Agile CRM Integration Zoho Inventory Integration

    Agile CRM + Zoho Inventory

    Create Contact to Zoho Inventory from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Zoho Inventory Integration Create Contact
  • Agile CRM Integration Zoho Inventory Integration

    Agile CRM + Zoho Inventory

    Create Item to Zoho Inventory from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Zoho Inventory Integration Create Item
  • Agile CRM Integration Zoho Inventory Integration

    Agile CRM + Zoho Inventory

    Create Sales Order to Zoho Inventory from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Zoho Inventory Integration Create Sales Order
  • Agile CRM Integration Zoho Inventory Integration

    Agile CRM + Zoho Inventory

    Update Contact in Zoho Inventory when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Zoho Inventory Integration Update Contact
  • Agile CRM Integration Zoho Inventory Integration

    Agile CRM + Zoho Inventory

    Update Item in Zoho Inventory when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Zoho Inventory Integration Update Item
  • Agile CRM Integration {{item.actionAppName}} Integration

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Agile CRM + Zoho Inventory in easier way

It's easy to connect Agile CRM + Zoho Inventory without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Contact

    Triggers when a new contact is created.

  • New Item

    Triggers when a new item is created.

  • New Item Adjustment

    Triggers when a new item adjustment is created.

  • New Purchase Receive

    Triggers when a new purchase receive is created.

  • New Shipment Order

    Triggers when a new shipment order is created.

  • New or Updated Invoice

    Triggers when a new invoice is created or an existing invoice is updated.

  • New or Updated Purchase Order

    Triggers when a new purchase order is created or an existing purchase order is updated.

  • New or Updated Sales Order

    Triggers when a new sales order is created or an existing sales order is updated.

  • Update Item

    Triggers when an item is updated.

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Create Contact

    Creates a new contact or update an existing contact.

  • Create Item

    Creates a new item.

  • Create Sales Order

    Creates a new sale order.

  • Create Shipment Order

    Creates a new shipment order.

  • Mark Order as Delivered

    Marks an existing order as delivered

  • Update Contact

    Update a contact.

  • Update Item

    Updates an item.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Agile CRM & Zoho Inventory Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Inventory as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Zoho Inventory.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and 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.