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How to connect Zoho CRM + ZOHO Inventory

Onlizer provides you with all required tools to setup connection and send info between Zoho CRM and ZOHO Inventory automatically. You can build and customize integrations fast using visual builder - no code required.

1

Connect

Securely connect Zoho CRM and ZOHO Inventory accounts

2

Integrate

Customize your Zoho CRM to ZOHO Inventory integration

3

Launch

Run automation Zoho CRM + ZOHO Inventory online in 1 click

4

Enjoy

Cost and time savings with endless no-code abilities

Onlizer Studio

Create customized individual integration of Zoho CRM to ZOHO Inventory with flexible, easy to use, no-code and low-code tools

Onlizer Studio integrates Zoho CRM and ZOHO Inventory with powerful visual API connectors and allows to build hi-customized individual automated solutions. With fast setup, secure services connection and cost-optimized runtime Onlizer Studio automations make your business more efficient and provide new level of business processes quality.

Onlizer Studio integration setup

Best Solutions Grow Your Business Value

Our integration technology not only generates industry-leading long-term results, but results that are immediately demonstrable. Digital transformation and processes automation grants our customers advantage in competitive market and drive companies growth.
Check out some of our customers amazing results in the case studies below.

Automated sales Power BI reports with CallRail and Zoho CRM data

Our customer: Development company from EU with a wide network of sales offices.
Problem: Analyze and increase the efficiency of sales calls, and shorten the time of report preparation.
Solution: Automatic call tracking data sync with Zoho CRM leads and sales information, near-real-time data transfer and visualization in Power BI.

  • 16%

    Revenue increase due to better performance analysis

  • 3x

    Times increased satisfaction rate of customers according to feedback

  • 40 hours

    Working time of data analytics team is saved monthly

  • Daily

    Achieved data freshness of sales reports

Read more about integration case

Zoho CRM + ZOHO Inventory integration ideas

Support or submit Zoho CRM and ZOHO Inventory integration idea and we'll invite you to use it early for free! Our development team will reach you personally with estimation for this request. Also you can vote for most relevant suggestions below.

Sync client data from Zoho to ClickUp
Upvote: 1
Sync task custom fields between systems
Upvote: 1
Import WhatsApp contacts to ZOHO CRM
Upvote: 1

Explore Zoho CRM and ZOHO Inventory integration features

You can easy create integration for Zoho CRM and ZOHO Inventory using no-code builder and customize it to fit your needs with great amount of events and actions availalbe in API connectors

Create data source in Zoho CRM

Allows create data source to connect Zoho CRM with BI services like Google Looker Studio or Power BI

Try trigger Trigger
Contact created in Zoho CRM

Trigger activates when new contact was created.

Try trigger Trigger
Contact updated in Zoho CRM

Trigger activates when new contact was updated.

Try trigger Trigger
Deal created in Zoho CRM

Trigger activates after new deal was created. Optionally you can select specific pipeline and status to track

Try trigger Trigger
Deal stage changed in Zoho CRM

Trigger activates when stage for existing deal was changed

Try trigger Trigger
Invoice created in ZOHO Inventory

Trigger activates when new invoice was created

Try trigger Trigger
Invoice paid in ZOHO Inventory

Trigger activates when invoice was paid in selected Zoho Inventory organization

Try trigger Trigger
Sales Order created in ZOHO Inventory

Triggers when new invoice was created

Try trigger Trigger
Bill created in ZOHO Inventory

Trigger activate when new bill was created in Zoho Inventory

Try trigger Trigger
Bill paid in ZOHO Inventory

Trigger activate when bill was marked as paid in Zoho Inventory

Try trigger Trigger
Create lead in Zoho CRM

Create a new lead

Try action Action
Get accounts list in Zoho CRM

Return available accounts

Try action Action
Get campaigns list in Zoho CRM

Return available campaigns

Try action Action
Find or create contact in Zoho CRM

Find contact by Phone or Email. If Contact is not found - new will be created

Try action Action
Get contacts custom fields in Zoho CRM

Try action Action
Create invoice in ZOHO Inventory

Creates an invoice in selected Zoho Inventory organization

Try action Action
Create Sales Order in ZOHO Inventory

Creates a new Sales Order in Zoho Inventory

Try action Action
Get Bill as PDF in ZOHO Inventory

Returns bill in PDF format

Try action Action
Convert Bill To Open in ZOHO Inventory

Sets Bill status to Open

Try action Action
Create or update contact in ZOHO Inventory

Create new contact of update contact with selected id, email or phone

Try action Action

FAQ

Connect Zoho CRM and ZOHO Inventory in a few clicks and automate data exchange using no-code visual tools. Rich API connectors and optimized tools provide you with ability to fast setup integration for Zoho CRM and ZOHO Inventory to empower your workflow.
Integration usually is a very straight forward process that can be done in a few steps. First you need to connect Zoho CRM and ZOHO Inventory accounts. Then customize integration parameters using visual setup tools. Final step is to launch automation for Zoho CRM to ZOHO Inventory online with single click.
Onlizer no-code solutions make it feasible for users without programming expertise to connect Zoho CRM and ZOHO Inventory seamlessly, enabling synchronization between the two platforms with minimal effort.
Purpose of building integration is to automate actions in services like ZOHO Inventory when event occured in Zoho CRM or when data changed in ZOHO Inventory to perform action in Zoho CRM. Automated data exchange and custom actions allow reduce manual work and improve performance. Also, in most cases data exchange and sync can be implemented using event-driven or scheduled approach.
Yes, you can. Onlizer supports connection of multiple services like Zoho CRM and ZOHO Inventory to the same account. We do not limit count of connections but even encourage you to connect more services to make our solutions most useful at scale.
Using powerful API connectors modules and visual tools you can connect Zoho CRM and ZOHO Inventory with 300+ services like: