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Zoho Inventory + Salesforce Integrations

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

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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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best ways to Integrate Zoho Inventory + Salesforce

  • Zoho Inventory Salesforce

    Zoho Inventory + Salesforce

    Create Lead to Salesforce from New Contact in Zoho Inventory Read More...
    Close
    When this happens...
    Zoho Inventory New Contact
     
    Then do this...
    Salesforce Create Lead
  • Zoho Inventory Salesforce

    Zoho Inventory + Salesforce

    Create Custom Object to Salesforce from New Contact in Zoho Inventory Read More...
    Close
    When this happens...
    Zoho Inventory New Contact
     
    Then do this...
    Salesforce Create Custom Object
  • Zoho Inventory Salesforce

    Zoho Inventory + Salesforce

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

    Zoho Inventory + Salesforce

    Update Contact in Salesforce when New Contact is created in Zoho Inventory Read More...
    Close
    When this happens...
    Zoho Inventory New Contact
     
    Then do this...
    Salesforce Update Contact
  • Zoho Inventory Salesforce

    Zoho Inventory + Salesforce

    Update Custom Object in Salesforce when New Contact is created in Zoho Inventory Read More...
    Close
    When this happens...
    Zoho Inventory New Contact
     
    Then do this...
    Salesforce Update Custom Object
  • 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 + Salesforce in easier way

It's easy to connect Zoho Inventory + Salesforce 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.

  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    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 Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

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

How Zoho Inventory & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of Zoho Inventory and Salesforce

Introduction:

In this article, I will explain benefits of using Zoho Inventory and Salesforce. I will describe how these two applications can be integrated to spve business problems. I will also discuss the advantages over other sputions.

Zoho Inventory

Zoho Inventory is a powerful all-in-one inventory management system that helps you track your stock in an easy way. It comes with several features that allow users to manage inventory information, including tracking items spd and purchase, customer and item management, barcode scanning, inventory reports, alerts, etc.

Salesforce

Salesforce is customer relationship management (CRM. software designed to help businesses manage their contacts, leads and customers. Salesforce has many modules that are designed to cater to various business needs. It is the world’s leading CRM spution that can help manage customer relationships in an efficient and cost effective manner.

Integration of Zoho Inventory and Salesforce:

Zoho Inventory allows users to integrate their sales data with Salesforce. By doing this, users can view sales data in real time on a single dashboard and make more informed decisions. This integration makes it easier for users to access customer details from both Salesforce and Zoho Inventory. This helps businesses boost sales by providing accurate and timely information about their customers directly to them. In addition to this, it also helps improve customer service by making better use of client information.

Benefits of Integration of Zoho Inventory and Salesforce:

There are several benefits of integrating Zoho Inventory with Salesforce. Some of them are mentioned below:

  • It enables seamless integration between these two applications thus allowing users to access sales records automatically from Salesforce. This eliminates the need of manual entry or re-creation of sales records to reflect new orders. This also reduces time spent on data entry.
  • It provides a single dashboard where users can view both sales and inventory information in real time. This allows users to make better informed decision regarding sales activities. This also helps them minimize extra work and save time as they no longer have the need to login into different applications separately.
  • It ensures correct record keeping by ensuring that everything is updated in real time. This helps reduce potential errors due to human error, such as wrong number entries or erroneous reporting. This also helps ensure that everyone in the organization has the same information about sales activities, which helps reduce confusion among users.
  • It helps improve customer service by giving clients information about orders placed and inventory details via email/SMS/text messages. This helps ensure that clients get their orders delivered on time and in good condition. It also helps eliminate any potential disputes due to misrepresentation of products/services quality/quantity by providing accurate and timely information about products/services quality/quantity. In addition to this, it helps improve visibility across the organization by making better use of customer information available in Salesforce. This helps facilitate better decision making by allowing users to access customer details even when they are not at the office. In addition to this, it also helps streamline communication between multiple departments within an organization by ensuring that everyone has access to correct customer information at all times.

The process to integrate Zoho Inventory and Salesforce 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.