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Zoho CRM + Zoho Inventory

Create contacts in Zoho Inventory for new contacts in Zoho CRM

Effortlessly keep your contact information up-to-date between Zoho CRM and Zoho Inventory with this automation. Once set up, whenever a new contact is added in Zoho CRM, this workflow will create a corresponding contact in Zoho Inventory, ensuring that your records stay consistent and organized across both platforms without any manual intervention. Stay focused on building relationships and let this streamlined process handle the rest.

Effortlessly keep your contact information up-to-date between Zoho CRM and Zoho Inventory with this automation. Once set up, whenever a new contact is added in Zoho CRM, this workflow will create a corresponding contact in Zoho Inventory, ensuring that your records stay consistent and organized across both platforms without any manual intervention. Stay focused on building relationships and let this streamlined process handle the rest.

  1. When this happens...
    Zoho CRMZoho CRM
    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    TriggerScheduled
  2. automatically do this!
    Zoho InventoryZoho Inventory
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It

    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Lead

    Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It

    • ModuleRequired

    Trigger
    Instant
    Try It

    • ModuleRequired

    Trigger
    Instant
    Try It
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
Help

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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zoho-inventory logo
zoho-inventory logo

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.
Help

Related categories