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Customerly + Zoho Inventory Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

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 ways to Integrate Customerly + Zoho Inventory

  • Customerly Zoho Inventory

    Customerly + Zoho Inventory

    Create Contact to Zoho Inventory from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    Zoho Inventory Create Contact
  • Customerly Zoho Inventory

    Customerly + Zoho Inventory

    Create Item to Zoho Inventory from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    Zoho Inventory Create Item
  • Customerly Zoho Inventory

    Customerly + Zoho Inventory

    Create Sales Order to Zoho Inventory from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    Zoho Inventory Create Sales Order
  • Customerly Zoho Inventory

    Customerly + Zoho Inventory

    Update Contact in Zoho Inventory when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    Zoho Inventory Update Contact
  • Customerly Zoho Inventory

    Customerly + Zoho Inventory

    Update Item in Zoho Inventory when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly New Lead
     
    Then do this...
    Zoho Inventory Update Item
  • Customerly {{item.actionAppName}}

    Customerly + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
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.

  • 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 is a complete Customer Relationship Management (CRM. spution to track customers, accounts, and prospects. It helps to know each customer’s behavior in detail. Zoho Inventory is a cloud-based web-based inventory management software. Zoho Inventory is designed to manage the inventory of retail stores by tracking the movement and quantity of products.

Integration of Customerly and Zoho Inventory

Integration between Customerly and Zoho Inventory is possible. Both are web-based applications and are compatible with each other. Customerly can be integrated with Zoho Inventory. Zoho Inventory will provide the detailed view of the customers and their purchases. In addition, integration of the two applications will help in tracking the products purchased by each customer.

Benefits of Integration of Customerly and Zoho Inventory

When the two applications are integrated, you can know the customer behavior in detail. You can track the movement of goods through stock levels for each customer and the quantity of goods left. The integration helps you to generate reports for analytical purposes regarding the sales and profits. In addition, if a printer or supply chain is used, it will come handy as you can integrate it with the existing system. This integration helps to monitor the movement of goods from one location to another. If there is a need, you can visit the location to check the real-time level of stock and inventory for that particular location. For example, you can check the level of stock at a particular branch or store using up-to-date information from Zoho Inventory. It can be a great advantage in case of an emergency. You can send the required number of items to that branch or store before the shortage occurs. This ability helps you to save on your expenses by reducing wastage due to overstocking. Apart from this, you can add new customers and products to your system using Zoho Inventory without any specific training for integration purposes.

If you are looking out for simple yet powerful software sputions for managing your business, integrate Customerly with Zoho Inventory to get clear picture of your customers and their movements with ease.

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.