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.
Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.Zoho CRM Integrations
Zoho Inventory + Zoho CRMCreate/Update Lead to Zoho CRM from New Contact in Zoho Inventory Read More...
Zoho Inventory + Zoho CRMCreate/Update Contact to Zoho CRM from New Contact in Zoho Inventory Read More...
Zoho Inventory + Zoho CRMCreate Module Entry to Zoho CRM from New Contact in Zoho Inventory Read More...
Zoho Inventory + Zoho CRMAdd Attachment in Zoho CRM when New Contact is created in Zoho Inventory Read More...
Zoho Inventory + Zoho CRMCreate/Update Lead to Zoho CRM from New Item in Zoho Inventory Read More...
It's easy to connect Zoho Inventory + Zoho CRM without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers when a new item is created.
Triggers when an item is updated.
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
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.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
In this paper, we will discuss the integration of Zoho Inventory and Zoho CRM. We will also discuss how to integrate both the software together.
First, we will discuss what is Zoho Inventory and what is Zoho CRM.
Zoho Inventory is a cloud-based inventory management spution that helps businesses of all sizes handle their inventory effectively. It is an integrated app that can be used at every step of your supply chain. Zoho Inventory provides features like barcode scanning, order tracking, label printing, and many more. With the help of Zoho Inventory, you can easily track your company's inventory and manage it online.
Zoho CRM is a cloud-based customer relationship management (CRM. spution that helps you manage your contacts and leads, schedule and send emails, create and track sales activities, create quotes, tasks and other activities and much more. This application will help you communicate with customers, employees and partners in a better way. Zoho CRM offers a wide range of applications that make your business easier to manage. You can use Zoho CRM for managing your sales team, human resources, marketing team, field force, etc.
Zoho Inventory and Zoho CRM are SaaS applications which means they are hosted by Zoho in their data centers and you only need an internet connection to access them. Both the applications can be accessed through the web browser and also have apps available for Android and iOS devices as well. These applications also have a desktop based version. Zoho Inventory is offered free if you have less than 300 products while Zoho CRM has a free trial version. The paid plans start from $5 per month.
Integration between Zoho Inventory and Zoho CRM
The integration between Zoho Inventory and Zoho CRM can be done in two ways - one via API and another via iPaaS integration. We will explain both the integrations below:
Integrating via API requires a developer to write code on both sides of the integration - one side code needs to be written for Zoho CRM and another side code needs to be written for Zoho Inventory. Once the code is written, these applications can talk to each other through the API interface.
Integrating via iPaaS is the easiest way to integrate two applications as it doesn't require any coding knowledge on either side of the integration. The integration can be done within minutes if you have an iPaaS application like Zapier or IFTTT. Both of these applications have a ready-to-use template that can be used to integrate your applications quickly. With Zapier you can also get workflows created by other users and hence reduce the time taken to integrate your applications even further.
Benefits of integrating Zoho Inventory and Zoho CRM
Once you have integrated these applications together, you can start getting benefits like:
The process to integrate Zoho Inventory and Zoho 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.