PerfexCRM + Zoho Inventory Integration

Connect PerfexCRM to Zoho Inventory - Automate your workflows in 1-click

Make use of PerfexCRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Zoho Inventory automations help you streamline order processing, manage inventory levels, and improve customer communication. Get the best of both with Integrately’s PerfexCRM + Zoho Inventory integration.

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Ready Workflows For PerfexCRM + Zoho Inventory Integration

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Create PerfexCRM contact from new Zoho Inventory contact

If you're an ecommerce business owner who uses Zoho Inventory to power your online store, you'll be happy to know that when a new contact is created in PerfexCRM, this automation will automatically create a contact in Zoho Inventory.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.

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Create PerfexCRM contact from new Zoho Inventory order

As an online store owner, you're likely using Zoho Inventory to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Zoho Inventory with PerfexCRM? This integration will allow you to automatically create a contact for each new order in PerfexCRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.

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Create Your Own PerfexCRM & Zoho Inventory Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Invoice is created in Zoho Inventory
Triggers the automation when any invoice is added or modified
Invoice is updated in Zoho Inventory
Triggers the automation when an invoice is updated
Sales order is created in Zoho Inventory
Triggers the automation when a sales order is created
Package is created in Zoho Inventory
Triggers the automation when a new package is created
Package is updated in Zoho Inventory
Triggers the automation when a package is updated
Contact is created in Zoho Inventory
Triggers the automation when a new contact is created
Item is created in Zoho Inventory
Triggers the automation when a new item is created
Purchase order is created in Zoho Inventory
Triggers the automation when a new purchase order is created
Sales order is updated in Zoho Inventory

Create lead in PerfexCRM
Generates new leads for potential customers
Search lead in PerfexCRM
Retrieves information for a particular lead
Create customer in PerfexCRM
Adds a new customer to the database
Create ticket in PerfexCRM
Generates a new ticket
Search customer in PerfexCRM
Locates and retrieves customer information
Update customer in PerfexCRM
Updates a customer's information
Create task in PerfexCRM
Creates a new task
Create contact in PerfexCRM
Adds a new contact to the database
Create invoice in PerfexCRM
Generates invoices for sales transactions
Search invoice in PerfexCRM
Locates and retrieves invoices with
Update task in PerfexCRM
Updates the task with new information or changes
Search task in PerfexCRM
Searches for a task
Create project in PerfexCRM
Creates a new project
Search project in PerfexCRM
Searches for a project
Add staff in PerfexCRM
Assigns new employees to the appropriate team or department
Search ticket in PerfexCRM
Searches for a ticket
Create sales order in Zoho Inventory
Generates a new sales order with pre-filled details
Search sales order by id in Zoho Inventory
Searches for sales orders using the order id
Update sales order in Zoho Inventory
Updates sales orders with the latest information
Delete sales order in Zoho Inventory
Removes a sales order from the system
Create item in Zoho Inventory
Generates a new item
Search item in Zoho Inventory
Locates and retrieves particular item information
Update item in Zoho Inventory
Updates an item with new information
Create payment in Zoho Inventory
Generates and process a payment transaction
Get shipment order by id in Zoho Inventory
Retrieves a shipment order using its id
Delete an item in Zoho Inventory
Removes a particular item from a list or database
Delete package in Zoho Inventory
Removes particular package from the system
Create a shipment order in Zoho Inventory
Creates a new shipment order
Search package in Zoho Inventory
Searches for a package
Search contact in Zoho Inventory
Finds and retrieves contact information
Create contact in Zoho Inventory
Adds a new contact to the database
Delete contact in Zoho Inventory
Removes a contact from the address book
Update contact in Zoho Inventory
Updates contact information with new details
Create invoice in Zoho Inventory
Generates invoices for sales transactions
Get invoice by Id in Zoho Inventory
Retrieves a invoice using its id

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Integrate PerfexCRM & Zoho Inventory In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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You Can Also Connect PerfexCRM or Zoho Inventory With 1200+ Other Apps

PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.

See PerfexCRM Integrations

Zoho 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