Connect CRM.io and Zoho Inventory to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CRM.io
Choose an Action
Automatically do this!
Create Contact
Create Invoice
Create Item
Create Sales Order
Ready to use CRM.io and Zoho Inventory automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is added.
New Invoice
Triggers when a new invoice is created.
New Item
Triggers when a new item is created.
New Salesorder
Triggers when a new salesorder is created.
Do thisActions
Action is the task that follows automatically within your CRM.io integrations.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
List All Tags
Retrieves the detail of all tags
Search Notes
Retrieve notes for a contact by email.
List All Companies
Retrieves the detail of all companies
List All Deals
Retrieves the detail of all deals
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Frequently Asked Questions
To start, connect both your CRM.io and Zoho Inventory accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Zoho Inventory (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Zoho Inventory. This includes choosing which data fields go into which fields of Zoho Inventory, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Zoho Inventory typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CRM.io and Zoho Inventory. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
Learn MoreAbout Zoho Inventory
Zoho Inventory is inventory management software for growing businesses to increase the sales and keep track of every unit with powerful stock management, order fulfillment, and inventory control.
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