Popular Platform.ly + Zoho Inventory Workflows
Create Platform.ly 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 Platform.ly 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 Platform.ly 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 in Platform.ly > Check any condition > Update Contact in Platform.ly
When Package is created in Zoho Inventory > Check any condition > Search contact in Platform.ly > Check any condition > Update Contact in Platform.ly
When Package is updated in Zoho Inventory > Check any condition > Search contact in Platform.ly > Check any condition > Update Contact in Platform.ly
When Invoice is created in Zoho Inventory > Check any condition > Search contact in Platform.ly > Check any condition > Update Contact in Platform.ly
When Package is created in Zoho Inventory > Check any condition > Create Contact in Platform.ly > Check any condition > Add segment to contact in Platform.ly
When Package is updated in Zoho Inventory > Check any condition > Create Contact in Platform.ly > Check any condition > Add segment to contact in Platform.ly
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Platformly helps you automate your marketing to deliver consistent and personalized engagement at scale. We unify all your channels and data into a single, actionable source of truth.
See Platform.ly 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.
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