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Zoho Inventory + Agile CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

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.

Agile CRM Integrations
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Best ways to Integrate Zoho Inventory + Agile CRM

  • Zoho Inventory Agile CRM

    Zoho Inventory + Agile CRM

    Add Score to Contact in Agile CRM when New Contact is created in Zoho Inventory Read More...
    Close
    When this happens...
    Zoho Inventory New Contact
     
    Then do this...
    Agile CRM Add Score to Contact
  • Zoho Inventory Agile CRM

    Zoho Inventory + Agile CRM

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

    Zoho Inventory + Agile CRM

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

    Zoho Inventory + Agile CRM

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

    Zoho Inventory + Agile CRM

    Create Deal to Agile CRM from New Contact in Zoho Inventory Read More...
    Close
    When this happens...
    Zoho Inventory New Contact
     
    Then do this...
    Agile CRM Create Deal
  • Zoho Inventory {{item.actionAppName}}

    Zoho Inventory + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • 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.

  • 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.

How Zoho Inventory & Agile CRM Integrations Work

  1. Step 1: Choose Zoho Inventory 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 Agile CRM 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 Zoho Inventory to Agile CRM.

    (2 minutes)

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

Integration of Zoho Inventory and Agile CRM

  • Zoho Inventory is a free-of-cost inventory management software that is available on the cloud. It helps you in managing stock, managing orders and creating purchase orders.
  • Zoho CRM is a free customer relationship and sales automation software. It helps you to keep track of your customer details, manage sales leads, send mass mails to customers, create reports and many more.
  • Integration of Zoho Inventory and Agile CRM

    Zoho Inventory can be integrated with Agile CRM by using Zoho Connector module. The integration between Zoho Inventory and Agile CRM helps businesses to track the status of orders along the supply chain. It also helps you to track the shipment as well as order delivery status through real-time notifications. In case of any order cancellation or return, it also helps you to update the status of affected products.

    This integration helps you to stay updated about all the information related to the customer. You can easily access the inventory data from Agile CRM and take appropriate action based on it. You can also use this integration for generating emails and reports regarding products and orders.

    Benefits of Integration of Zoho Inventory and Agile CRM

    The main advantages of integrating Zoho Inventory and Agile CRM are given below:

    The integration between Zoho Inventory and Agile CRM helps you to track the order status which in turn helps you to take appropriate action. It also helps you to manage the product inventory efficiently, thereby increasing the profit margin of your business. You can easily access the information related to the customer and take necessary actions based on it. You can synchronize your product inventory from Agile CRM to Zoho Inventory if any change happens in the inventory. You can also use this integration for generating reports and emails regarding products and orders. It helps you to generate a dashboard view for your product inventory. If there is any change in the inventory quantity, then Zoho Inventory will automatically generate an email message about the change. You can use this feature for notifying your customers about the change in inventory. Once you integrate both these tops, your work becomes easy as it provides a single platform for both product inventory, customer details as well as sales activities.

    Thus, we can say that integrating Zoho Inventory and Agile CRM will make your work easy and help you in saving a lot of time as well as money.

    The process to integrate Zoho Inventory and Agile CRM 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.