Integrate Salesmate.io with Zoho Inventory

Salesmate.io is a cloud-based Sales CRM which makes it easy to track and manage your sales leads, pipeline, quotes, proposals, accounts, contacts, and opportunities. Zoho Inventory is a cloud-based software which helps you manage your inventory and sales.

Salesmate.io and Zoho Inventory integration makes it easier for sales teams to store and access sales information. This integration allows you to easily import the customer data from the Salesmate.io into Zoho Inventory and vice versa. How? Let’s see how!

Integration of Salesmate.io and Zoho Inventory

This integration makes it easier for sales team to store and access sales information. This integration allows you to easily import the customer data from the Salesmate.io into Zoho Inventory and vice versa. Let’s first see how we can integrate Salesmate.io and Zoho Inventory:

Go to Salesmate.io and click on the “Add-ons” tab in the top right corner. Click “Connectors” and select “Zoho Inventory” from the drop-down menu. Click on the blue “Connect to Zoho Inventory” button as shown below:

You will be taken to Zoho Inventory where you need to log in with your credentials. Once logged in, you will be asked to grant Salesmate.io permission to access your Zoho Inventory account. After granting permission, the connection process starts, which takes a few minutes. Once the connection is established, you will see an option to link your Salesmate.io account with your Zoho inventory account as shown below:

Click on “Link my accounts now” button. You will be taken back to your Salesmate.io account where you will see that your Zoho inventory account has been successfully linked with your Salesmate.io account as shown below:

Benefits of Integration of Salesmate.io and Zoho Inventory

There are many benefits of Salesmate.io integration with Zoho Inventory, some of them are listed below:

Make Your Customer Data Available For All Stakehpders . You can now make all your customer data available for all stakehpders by integrating your Salesmate.io account with Zoho Inventory. Now, both Sales reps and Admin users can view the customer data using Salesmate.io account without having to log into Zoho Inventory separately. Also, all the information are now available under one roof, which makes it easy to track customer data.

Easy Setup . This integration is very easy to setup because once you connect both accounts, Salesmate makes all the customer data available within the Salesmate dashboard without any manual intervention on your part. You do not have to manually copy or import your new or existing customer data into Salesmate, instead, it does it all for you automatically. And once integrated, you can always quickly export your customer data from Salesmate.io into Zoho Inventory using just a single click!

Quick Access To Customer Data . With this integration, you can seamlessly access customer data from anywhere on any device even if you are not logged into the Zoho inventory. This integration also lets you sync your new or existing customer data from Salesmate into Zoho inventory with just a click! So instead of logging into Zoho inventory first to perform these tasks, you can now use nice features like quick search for your customers, create quotes on-the-spot, update quotes on-the-fly, update customer address records quickly and many more tops directly on Salesmate dashboard!

Conclusion

The above article gives an overview on how to integrate Salesmate with Zoho inventory using out-of-the-box spution offered by Salesmate. It also talks about the benefits of this integration like making all your customer data available for all stakehpders by integrating your Salesmate account with Zoho inventory; accessing customer data from anywhere on any device; sync your new or existing customer data from salesmate account into zoho inventory with just a click; etc..

The process to integrate Salesmate.io 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.