SOS Inventory + Zoho CRM
Create Zoho CRM module entries for new SOS Inventory customers
Easily manage your new customers from SOS Inventory by automatically adding them to Zoho CRM with this seamless workflow. Once set up, every time a new customer is added in SOS Inventory, a module entry will be created in Zoho CRM. This automation not only saves time but also helps maintain accurate and updated customer information in both platforms.
Easily manage your new customers from SOS Inventory by automatically adding them to Zoho CRM with this seamless workflow. Once set up, every time a new customer is added in SOS Inventory, a module entry will be created in Zoho CRM. This automation not only saves time but also helps maintain accurate and updated customer information in both platforms.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Module Entry
Creates a new entry in a module
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New Invoice
Triggers when a new invoice is created.
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Sales Receipt
Triggers when a new sales receipt is created.
Try ItNew Shipment
Triggers when a new shipment is created.
Try It
Location
Try ItNew Purchase Order
Triggers when a new purchase order is created.
Try ItNew Sales Order
Triggers when a new sales order is created.
Try ItNameRequired
Email addressRequired
Website
Phone
Alternate phone number
Fax number
Company name
Billing line 1
Billing line 2
Billing line 3
Billing line 4
Billing line 5
Billing city
Billing state or province
Billing postal code
Billing country
Shipping line 1
Shipping line 2
Shipping line 3
Shipping line 4
Shipping line 5
Shipping city
Shipping state or province
Shipping postal code
Shipping country
Customer notes
Parent customer
Terms
Payment method
