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Zoho Inventory + Zoho CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Zoho CRM

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
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Best ways to Integrate Zoho Inventory + Zoho CRM

  • Zoho Inventory Zoho CRM

    Zoho Inventory + Zoho CRM

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

    Zoho Inventory + Zoho CRM

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

    Zoho Inventory + Zoho CRM

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

    Zoho Inventory + Zoho CRM

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

    Zoho Inventory + Zoho CRM

    Create/Update Lead to Zoho CRM from New Item in Zoho Inventory Read More...
    Close
    When this happens...
    Zoho Inventory New Item
     
    Then do this...
    Zoho CRM Create/Update Lead
  • 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 + Zoho CRM in easier way

It's easy to connect Zoho Inventory + Zoho 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.

  • Update Item

    Triggers when an item is updated.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    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 Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Zoho Inventory & Zoho 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 Zoho 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 Zoho CRM.

    (2 minutes)

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

Integration of Zoho Inventory and Zoho CRM

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:

  • Integration via API:
  • 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.

  • Integration via iPaaS:
  • 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.