Integrate Salesmate.io with Zoho Inventory

Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and Zoho Inventory

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About Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

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 Salesmate.io and Zoho Inventory Integrations

  • Salesmate.io Integration Zoho Inventory Integration

    Salesmate.io + Zoho Inventory

    Create Contact to Zoho Inventory from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Contact
     
    Then do this...
    Zoho Inventory Integration Create Contact
  • Salesmate.io Integration Zoho Inventory Integration

    Salesmate.io + Zoho Inventory

    Create Item to Zoho Inventory from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Contact
     
    Then do this...
    Zoho Inventory Integration Create Item
  • Salesmate.io Integration Zoho Inventory Integration

    Salesmate.io + Zoho Inventory

    Create Sales Order to Zoho Inventory from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Contact
     
    Then do this...
    Zoho Inventory Integration Create Sales Order
  • Salesmate.io Integration Zoho Inventory Integration

    Salesmate.io + Zoho Inventory

    Update Contact in Zoho Inventory when New Contact is created in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Contact
     
    Then do this...
    Zoho Inventory Integration Update Contact
  • Salesmate.io Integration Zoho Inventory Integration

    Salesmate.io + Zoho Inventory

    Update Item in Zoho Inventory when New Contact is created in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io Integration New Contact
     
    Then do this...
    Zoho Inventory Integration Update Item
  • Salesmate.io Integration {{item.actionAppName}} Integration

    Salesmate.io + {{item.actionAppName}}

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

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

    Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal 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
  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

  • 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 Salesmate.io & Zoho Inventory Integrations Work

  1. Step 1: Choose Salesmate.io 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 Salesmate.io to Zoho Inventory.

    (2 minutes)

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

Integration of Salesmate.io and 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.