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Integrate Zoho Inventory with Freshworks CRM

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

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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 Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Freshworks CRM Integrations

Best ways to Integrate Zoho Inventory + Freshworks CRM

  • Zoho Inventory Integration Freshworks CRM Integration

    Zoho Inventory + Freshworks CRM

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

    Zoho Inventory + Freshworks CRM

    Create Note to Freshworks CRM from New Contact in Zoho Inventory Read More...
    Close
    When this happens...
    Zoho Inventory Integration New Contact
     
    Then do this...
    Freshworks CRM Integration Create Note
  • Zoho Inventory Integration Freshworks CRM Integration

    Zoho Inventory + Freshworks CRM

    Create Account to Freshworks CRM from New Contact in Zoho Inventory Read More...
    Close
    When this happens...
    Zoho Inventory Integration New Contact
     
    Then do this...
    Freshworks CRM Integration Create Account
  • Zoho Inventory Integration Freshworks CRM Integration

    Zoho Inventory + Freshworks CRM

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

    Zoho Inventory + Freshworks CRM

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

    Zoho Inventory + {{item.actionAppName}}

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

It's easy to connect Zoho Inventory + Freshworks 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.

  • 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.

  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    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 Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Zoho Inventory & Freshworks 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 Freshworks 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 Freshworks CRM.

    (2 minutes)

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

Integration of Zoho Inventory and Freshworks CRM

  • Zoho Inventory is an inventory management software that is used to track and contrp the inventory of a company. It comes with features like inventory reconciliation, cost analysis, unit of measure conversion, asset tracking and many more.
  • Freshworks CRM on the other hand is a customer relationship management top that helps in managing the interactions with customers of a company. It offers features like lead management inbound and outbound, email marketing automation, mobile sales, and analytics among others.
  • Integration of Zoho Inventory and Freshworks CRM

    Zoho Inventory and Freshworks CRM can be integrated through an API which means that these two products can integrate seamlessly with each other and can share data. This integration will allow managers of a business to access information from both the systems at a time, so that they can manage their inventory as well as their customer base effortlessly.

    Benefits of Integration of Zoho Inventory and Freshworks CRM

    Integration of Zoho Inventory and Freshworks CRM has many benefits for businesses. Some of them are listed below:

    Increased Productivity. Integration of Zoho Inventory and Freshworks CRM will allow businesses to access data from both the systems together, thereby giving employees faster access to the information they need. This makes it easier for employees to perform their tasks quickly and efficiently.

    Lowered Costs. Integration of Zoho Inventory and Freshworks CRM will help businesses reduce costs because they do not need to invest in separate sputions for inventory management and customer relationship management.

    Improved Customer Service. Integration of Zoho Inventory and Freshworks CRM will facilitate better customer service by letting businesses view customer’s product details along with other details such as name, address or contact number when they create invoice for them. This will make it easier for businesses to address a customer’s issues quickly.

    Easy Process Management . Integration of Zoho Inventory and Freshworks CRM will allow businesses to manage their processes easily because employees would have access to all relevant information about customers and products from one system.

    Improved sales. Integration of Zoho Inventory and Freshworks CRM helps businesses increase sales by helping them establish better relationships with customers. Employees will be able to see customer details easily without having to switch between systems thus making it easier for them to make contact. This will help businesses retain customers even after they make a purchase.

    Hence, integration of Zoho Inventory and Freshworks CRM will help businesses improve productivity, reduce costs and enhance customer service.

    The process to integrate Zoho Inventory and Freshworks 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.