Integrate Customerly with Zoho Inventory

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

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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.

Want to explore Customerly + Zoho Inventory quick connects for faster integration? Here’s our list of the best Customerly + Zoho Inventory quick connects.

Explore quick connects

Looking for the Zoho Inventory Alternatives? Here is the list of top Zoho Inventory Alternatives

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  • DEAR Inventory Integration DEAR Inventory
  • Kintone Integration Kintone
Connect Customerly + Zoho Inventory in easier way

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

  • Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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 User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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.

How Customerly & Zoho Inventory Integrations Work

  1. Step 1: Choose Customerly 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 Customerly to Zoho Inventory.

    (2 minutes)

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

Integration of Customerly and Zoho Inventory

Customerly

Customerly is a cloud-based software that offers both SaaS and IaaS for business management. It is an all-in-one spution for small businesses to run their daily operations. Customerly offers features that allow businesses to manage their contacts and leads, projects, calls and meetings, activities, tasks and notes, task assignments and time tracking, call logs, emails, and documents. (“Customerly?”)

Zoho Inventory

Zoho Inventory is an online inventory management app designed to streamline the entire inventory process. It offers integration with popular accounting software like QuickBooks and Xero. (“Introduction to Zoho Inventory”. The app can also be integrated with other apps in the Zoho suite as well as Google Apps, Microsoft Office 365 and more. (“Integrate Zoho Inventory with Other Zoho Products”. Zoho Inventory also has a powerful reporting top that allows users to produce daily and weekly reports on the status of their inventory. These reports can help businesses make better decisions about how to effectively manage their stocks. (“Reports”)

Integration of Customerly and Zoho Inventory will allow businesses to easily track their inventory levels as well as their customer base without having to switch between apps. Since the two apps are from the same company, businesses can access them at any time through the same dashboard, so they don’t have to log into different websites for each application. This saves time for businesses because there will be less logging in and out required.

The integration allows businesses to benefit from the reporting tops of each app. For example, if a business uses the Customerly CRM database to track its customers, it can also use the Zoho Inventory application to track the quantity of its stock. Zoho Inventory has an easy-to-use reporting top that allows businesses to create reports such as Top Ten Customers or Top Ten Expensive Items. The integration of these two apps makes it easy for businesses to get valuable information about their customers while they are tracking their stock. This type of information helps businesses make smart decisions that affect their effectiveness.

Customerly and Zoho Inventory can be integrated to easily get information about customers and inventory without switching back and forth between applications. This integration will allow businesses to save time and increase productivity.

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

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm