Connect Zoho Inventory and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Invoice
New Item
New Salesorder
Choose an Action
Automatically do this!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
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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 Zoho Inventory integrations.
Create Contact
Creates a new contact.
Create Invoice
Creates a new invoice.
Create Item
Creates a new item.
Create Sales Order
Creates a new sales order.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
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Frequently Asked Questions
To start, connect both your Zoho Inventory and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Inventory triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Zoho Inventory data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Inventory and Salesmate 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 Zoho Inventory and Salesmate. 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 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.
Learn MoreAbout Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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