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Agile CRM + Zoho Inventory Integrations

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

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

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.

Zoho Inventory Integrations
Zoho Inventory Alternatives

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Best Agile CRM and Zoho Inventory Integrations

  • Agile CRM MailChimp

    Agile CRM + MailChimp

    Turn new Agile CRM Contacts into MailChimp subscribers Read More...
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Both, Agile CRM and MailChimp are popular marketing automation platforms that enable millions of businesses run successful marketing campaigns. When you sync the two apps, you add another level of efficiency in your workflow. After setting up this integration, Appy Pie Connect will automatically turn your Agile CRM Contacts into MailChimp subscribers thereby broadening your audience base. Don’t waste another minute! Automate your workflow now without any coding or programming skills.
    How It Works
    • Whenever a new contact is added on Agile CRM
    • Appy Pie Connect automatically adds it to MailChimp as a new subscriber
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Send Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    Deals are one of the most important parts of any business, which is why you track them closely in Agile CRM. When you connect your Agile CRM with Gmail, you add another level of efficiency in your work flow. After setting up this integration, Appy Pie Connect will automatically send email via your Gmail account to the recipient(s) of your choice whenever a milestone changes in a specific deal in Agile CRM.
    How this Gmail – Agile CRM integration works
    • A Milestone is changed in a specific deal in Agile CRM
    • Appy Pie Connect sends Gmail email to the recipients of your choice
    What is Needed for This Integration
    • An Agile CRM Account
    • A Gmail account
  • Agile CRM MailChimp

    Agile CRM + MailChimp

    Create MailChimp Subscribers from tagged Agile CRM Contacts Read More...
    When this happens...
    Agile CRM New Tag to Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Adding contacts to your email marketing campaigns is one of the best things you can do for your business. Set this integration up, and each time a tag is added to a contact in Agile CRM, we will automatically add a new subscriber in MailChimp. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How this Integration Works
    • A new tag is added to an Agile CRM contact
    • Appy Pie Connect adds a new subscriber in MailChimp.
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Share Agile CRM deal milestones in a Gmail email Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    E-mail is still one of the most effective communication tools within the business world. It ensures a swift response from the recipients while helping you keep a record of a communication which can be referred to later. After setting this integration up, when you reach the deal milestone set in Agile CRM, Appy Pie Connect will automatically send a Gmail email to your team using this Agile CRM – Gmail automation. This integration helps you keep your team informed about the progress.
    How this Integration Works
    • When you hit a deal milestone in Agile CRM
    • Appy Pie Connect sends a new Gmail email
    What is Needed for This Integration
    • An Agile CRM account
    • A Google account
  • Agile CRM Slack

    Agile CRM + Slack

    Share Agile CRM Deal Milestones in Slack Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Slack Send Channel Message
    Celebrate every milestone with your team and keep them motivated in the long run by connecting your Agile CRM with Slack. Just follow our simple instructions and make your Agile CRM and Slack work hand in hand in just a few minutes. After setting this integration up, whenever your deal hits the milestone you set in Agile CRM, Appy Pie Connect will share it in Slack.
    How this Integration Works
    • Whenever your deal hits the milestone you set in Agile CRM
    • Appy Pie Connect sends a message to your chosen Slack channel
    What You Need
    • An Agile CRM account
    • A Slack Account
  • Agile CRM Slack

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    {{item.message}} Read More...
    When this happens...
    Agile CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Agile CRM + Zoho Inventory in easier way

It's easy to connect Agile CRM + Zoho Inventory without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • 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.

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • 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.

  • Update Contact

    Update a contact.

  • Update Item

    Updates an item.

How Agile CRM & Zoho Inventory Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Agile CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Zoho Inventory as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Zoho Inventory with Appy Pie Connect.

    (2 minutes)

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

Integration of Agile CRM and Zoho Inventory

Agile CRM is a cloud based customer relationship management system that allows small businesses to interact with their customers in an efficient and effective manner. Zoho Inventory is a cloud based inventory management system that allows small businesses to manage product catalogs, sales, purchases, and finances. The integration of these two systems can deliver numerous benefits, which will be explained later in the article.

    Integration of Agile CRM and Zoho Inventory

Zoho Inventory integrates with Agile CRM via the Zoho Zapier service. Once this integration has taken place, the user can feed data from Zoho Inventory into any field in Agile CRM that contains a drop down list. This data feed can be initiated manually by a user selecting a new option on the drop down list or it can be automated by Zapier itself. By automating the data feed, the user is able to create a custom table that lists the products in Zoho Inventory and then automatically populates that table with the relevant information for each product. This automation can be done using a Zapier trigger; when there is a change in Zoho Inventory, Zapier will automatically initiate the data feed to Agile CRM. If there is a drop down list in Agile CRM with two options such as "New" and "Used", then Zapier can use a Google Sheets script to select the relevant option for each product in Zoho Inventory and automatically populate the Agile CRM drop down list with those products from Zoho Inventory.

    Benefits of Integration of Agile CRM and Zoho Inventory

The integration of Agile CRM and Zoho Inventory provides numerous benefits for small business owners. First, it allows users to export entire data sets from Zoho Inventory to Microsoft Excel. In this way, users are not limited to exporting only one sheet of data at a time but instead can export all of the relevant data from a product catalog of any size. Additionally, by exporting individual sheets of data from Zoho Inventory to Excel, users are able to quickly edit and reformat any spreadsheet needed for reporting purposes. Furthermore, this integration also allows users to export data directly from Agile CRM to Microsoft Word. This export process is useful for creating letters or other documents that include customer details such as purchase history, billing address, shipping addresses, etc. If users want to create a letter that includes all of this information, they can do so quickly and easily via this integration between Agile CRM and Zoho Inventory.

The process to integrate Agile CRM and Zoho Inventory may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.