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.
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.
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Triggers when a new contact is created.
Triggers when a new item is created.
Triggers when a new item adjustment is created.
Triggers when a new purchase receive is created.
Triggers when a new shipment order is created.
Triggers when a new invoice is created or an existing invoice is updated.
Triggers when a new purchase order is created or an existing purchase order is updated.
Triggers when a new sales order is created or an existing sales order is updated.
Triggers when an item is updated.
Triggers when a deal in your PipelineDeals account is updated from one status to another.
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your PipelineDeals account.
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
get event categories
Hidden Trigger to list Person list
list deal stages
Creates a new contact or update an existing contact.
Creates a new item.
Creates a new sale order.
Creates a new shipment order.
Marks an existing order as delivered
Update a contact.
Updates an item.
Creates a new activity associated to an existing person, company or deal.
Creates a new company in your PipelineDeals account.
Creates a new deal in your PipelineDeals account.
Creates a new person in your PipelineDeals account.
Creates a new calendar task in your PipelineDeals account.
Updates an existing company in your PipelineDeals account.
Updates an existing deal in your PipelineDeals account.
Updates an existing person in your PipelineDeals account.
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(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
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:
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.
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.
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.
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.
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.
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