Popular EngageBay CRM + Zoho Inventory Workflows
Create EngageBay CRM contact for new Zoho Inventory order
There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new EngageBay CRM contact and start sending them targeted communications.
In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new EngageBay CRM contact for every Zoho Inventory order, you can maximize your chances of success with each customer.
When Sales order is created in Zoho Inventory > Check any condition > Search contact by email in EngageBay CRM > Check any condition > Update contact in EngageBay CRM
When Package is created in Zoho Inventory > Check any condition > Search contact by email in EngageBay CRM > Check any condition > Update contact in EngageBay CRM
When Package is updated in Zoho Inventory > Check any condition > Search contact by email in EngageBay CRM > Check any condition > Update contact in EngageBay CRM
When Invoice is created in Zoho Inventory > Check any condition > Search contact by email in EngageBay CRM > Check any condition > Update contact in EngageBay CRM
When Sales order is created in Zoho Inventory > Check any condition > Search contact in EngageBay CRM > Check any condition > Update contact in EngageBay CRM
When Package is created in Zoho Inventory > Check any condition > Search contact in EngageBay CRM > Check any condition > Update contact in EngageBay CRM
When Package is updated in Zoho Inventory > Check any condition > Search contact in EngageBay CRM > Check any condition > Update contact in EngageBay CRM
When Invoice is created in Zoho Inventory > Check any condition > Search contact in EngageBay CRM > Check any condition > Update contact in EngageBay CRM
- 1of2
Create Your Own EngageBay CRM & Zoho Inventory Integration Without Any Code
Integrate EngageBay CRM & Zoho Inventory In 1 Click
And Save Time & Money Both
Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!
Want to automate something else in your workflow?
You Can Also Connect EngageBay CRM or Zoho Inventory With 1200+ Other Apps
EngageBay is a complete and affordable marketing & sales software designed for small businesses. It will help you manage your entire business, from sales to marketing and customer engagement - all in one simple place.
See EngageBay CRM IntegrationsZoho Inventory is a powerful and flexible inventory management software for businesses. It helps you manage your inventory and fulfill orders at speed with automated capabilities, so your business can focus on what really matters - growing sales.
See Zoho Inventory Integrations❤Trusted by 42,000+ Customers
Most upvoted product of the month