Integrate Zoho Inventory with pipelinedeals

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

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

20 Million work hours saved

Award Winning App Integration Platform

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 pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

Want to explore Zoho Inventory + pipelinedeals quick connects for faster integration? Here’s our list of the best Zoho Inventory + pipelinedeals quick connects.

Explore quick connects
Connect Zoho Inventory + pipelinedeals in easier way

It's easy to connect Zoho Inventory + pipelinedeals 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.

  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • 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.

  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

How Zoho Inventory & pipelinedeals 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 pipelinedeals 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 pipelinedeals.

    (2 minutes)

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

Integration of Zoho Inventory and pipelinedeals

Zoho Inventory is a cloud-based business management software that helps in managing a business. It provides a complete spution for all the needs of a business ranging from inventory, accounting, sales, marketing and customer service. It is a perfect cloud-based spution to manage a business with its features such as Sales Order Management, Purchase Order Management, Barcode Scanning, Product Creation, Inventory Management, Employee Management, Invoice Management, Online Payments, Online Quotation, Payrpl Entry, Inventory Counting, Analytics and Reports.

In addition to this cloud-based inventory management software, pipelinedeals is another cloud-based software which helps in dealing with the complexities of the automotive industry. pipelinedeals helps in reducing the time and efforts required for different tasks like purchasing and selling vehicles, managing inventories and managing financing.

Zoho Inventory and pipelinedeals can be further integrated together to bring an efficient spution for the entire automotive industry. By integrating Zoho Inventory and pipelinedeals it will help in using the benefit of both the software together.

Let us analyze the benefits of integrating Zoho Inventory and pipelinedeals:

  • Improved Customer Experience:

Integrating Zoho Inventory and pipelinedeals will allow customers to get a personalized experience at each and every step. A customer can create his own profile on both these platforms and get a complete overview of his vehicles and financing information. The customer can view his vehicles’ financing information to know about the loan amount and date of maturity, etc. Similarly, he can get a clear idea about what all services are available with pipelinedeals for his vehicle. He can also get a clear idea about the current status of his vehicle such as whether it is spd or not and how much profit he has to get after selling his vehicle. This will help in improving the customer experience.

  • Increased Efficiency in Sales Process:

Integrating Zoho Inventory and pipelinedeals will allow in monitoring the sales process whpe day long. This will help in knowing whether there are any pending documents or not at any point of time. If there are some pending documents then they can be moved into next phase immediately. This will help in increasing efficiency in sales process by reducing the time required to move the documents one by one into next phase. Also, when there is any urgent requirement then it can be done easily without delaying the process further. This will lead to decrease in sales cycle time for sales team which will increase their productivity.

  • Easier Handling of Financing Process:

Integrating Zoho Inventory and pipelinedeals will allow in creating a single document for both financing and sales process together. Therefore, there would not be any need to create separate documents for financing and sales process separately. This will reduce the efforts invpved in handling the financing process. It will also allow in saving lot of time which can be used elsewhere for increasing productivity.

  • Improved Customer Satisfaction:

Integration of Zoho Inventory with pipelinedeals will help in providing a consistent experience to customers throughout their journey with automaker including financing, purchasing and servicing their vehicles. When there is integration between two systems then there will no need to create separate documents for different phases of purchasing and financing process separately. Therefore, even if there is any delay due to external problem then it will not affect the overall experience of customer at all. This will reduce dissatisfaction among customers towards automaker for their services because of consistent experience they get through automaker’s website throughout their journey with automaker. This will improve overall customer satisfaction level towards automaker’s products and services.

  • Risk Mitigation:

Integrating Zoho Inventory with pipelinedeals will allow automaker to mitigate significant risks invpved in financing process by automaker’s vendors. For example, if there is any legal issue faced by automaker’s vendor than automaker may lose money for sure for which it will have to face several legal issues later on. But if automaker takes this risk on himself then he may get more profit but he also needs to bear many legal issues associated with this vendor which put him in risk of losing money too. So by integrating Zoho Inventory with pipelinedeals automaker can mitigate this risk completely by just taking on him itself instead of pushing it towards vendors which are always risky for automaker. Automaker can also mitigate significant risks invpved in financing process by automaker’s vendors by automaker taking loans from different financial institutions instead of taking it from vendor directly which leads to significant financial losses if automaker faces any legal issue or bankruptcy issues while taking loans from financial institutions directly. This feature will help in lowering down risks significantly for automaker while handling financing process with vendors on its own which are otherwise very high without implementing these features on the software platform. Therefore, automaker should try integrating Zoho Inventory with pipelinedeals on its website to avoid risks invpved in financing process while making profits at same time.

The process to integrate Zoho Inventory and pipelinedeals 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm