How Can You Use Zoho Inventory’s Integration with Zoho CRM to Align Sales and Fulfillment Processes Seamlessly?
Integrating Zoho Inventory with Zoho CRM helps bridge the gap between sales and inventory management—allowing sales teams to access product data, stock availability, and order status in real time.
Enable the Integration:
Go to Zoho Inventory → Integrations → Zoho Apps → Connect to Zoho CRM.
Choose how modules like contacts, products, and sales orders should sync.
Sync Product Catalogs and Pricing:
Products and price lists from Inventory are pushed to CRM so sales reps can quote accurately.
Create Orders from CRM:
Sales reps can convert deals into Sales Orders in Inventory directly from CRM.
Order fulfillment happens in Inventory, and the status is reflected back in CRM.
Unified Customer View:
Sales and inventory teams share access to order history, fulfillment status, and stock levels—reducing duplication and improving collaboration.
Why This Workflow Matters:
This integration removes silos between sales and operations, accelerates order processing, and creates a seamless experience for both employees and customers.
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