Integrate Zoho Inventory with Freshsales
Send information between Zoho Inventory and Freshsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new deal in Freshsales for every new order created in Zoho Inventory
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will create a new deal in Freshsales for every new order created in Zoho Inventory.
How it works
- The flow triggers when a new purchase order is created in Zoho Inventory.
- Zoho Flow creates a new deal in Freshsales.
Create a new deal in Freshsales for every new order created in Zoho Inventory
Zoho Inventory + Freshsales
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Supported triggers and actions
Integrate Zoho Inventory and Freshsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice created
Triggers when a new invoice is created
Item group created
Triggers when a new item group is created
Bill created
Triggers when a new bill is created
Inventory adjustment updated
Triggers when an existing inventory adjustment is updated
Shipment created
Triggers when a new shipment is created
Item updated
Triggers when the details of an existing item are updated
Sales order created
Triggers when a new sales order is created
Transfer order created
Triggers when a new transfer order is created
Category created
Triggers when a new category is created
Retainer invoice created
Triggers when a new retainer invoice is created
Credit note updated
Triggers when the details of an existing credit note are updated
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
Bundle created
Triggers when a new bundle is created
Custom module entry updated
Triggers when the details of an existing module entry are updated
Bill updated
Triggers when the details of an existing bill are updated
Package created
Triggers when a new package is created
Package updated
Triggers when the details of an existing package are updated
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
Customer payment received
Triggers when a new payment is made by a customer
Vendor payment received
Triggers when a vendor payment is made
Purchase receive updated
Triggers when the details of an existing purchase receive are updated
Transfer order updated
Triggers when the details of an existing transfer order are updated
Inventory adjustment made
Triggers when a new inventory adjustment is made
Customer payment updated
Triggers when a payment made by a customer is updated
Customer created
Triggers when a new customer is created
Credit note created
Triggers when a new credit note is created
Invoice updated
Triggers when the details of an existing invoice are updated
Item created
Triggers when a new item is created
Vendor created
Triggers when a new vendor is created
Customer updated
Triggers when the details of an existing customer are updated
Purchase order updated
Triggers when the details of an existing purchase order are updated
Task created
Triggers when a new task is created
Sales return made
Triggers when a new sales return is made
Purchase order created
Triggers when a new purchase order is created
Purchase receive created
Triggers when a new purchase receive is created
Custom module entry created
Triggers when a new custom module entry is created
Shipment updated
Triggers when the details of an existing shipment are updated
Sales order updated
Triggers when the details of an existing sales order are updated
New account
Triggers when a new account is created in the selected view
New lead
Triggers when a new lead is created in the selected view
New deal
Triggers when a new deal is created in the selected view
New contact
Triggers when a new contact is created in the selected view
All Actions - Actions are the automated tasks
Create purchase receive
Creates a new purchase receive
Add address
Adds a new address
Create retainer invoice
Creates a new retainer invoice
Create customer
Creates a new customer
Create sales order
Creates a new sales order
Create custom module entry
Creates a new custom module entry
Create purchase order
Creates a new purchase order
Send purchase order
Sends a purchase order to the specified email addresses
Add comment
Adds a new comment to an existing module
Create warehouse
Creates a new warehouse
Create item
Creates a new item
Create vendor
Creates a new vendor
Create sales return
Creates a new sales return
Create package
Creates a new package
Create contact person
Creates a new contact person
Create credit note
Creates a new credit note
Create bundle
Creates a new bundle
Mark shipment as delivered
Marks the specified shipment as delivered
Create invoice
Creates a new invoice
Create category
Creates a new category
Create inventory adjustment
Creates a new inventory adjustment
Create transfer order
Creates a new transfer order
Create bill
Creates a new bill
Create shipment order
Creates a new shipment order
Record vendor payment
Records the details of a vendor payment
Record customer payment
Records the details of a customer payment
Update item status
Updates the status of an existing item
Update category
Updates the details of an existing category
Update address
Updates the details of an existing address
Send sales order
Sends a sales order to the specified email addresses
Update custom module entry
Updates the details of a existing custom module entry
Update bill
Updates the details of an existing bill
Update vendor
Updates the details of an existing vendor
Update sales order
Updates the details of an existing sales order
Update credit note status
Updates the status of an existing credit note
Update item
Updates the details of an existing item
Update credit note
Updates the details of an existing credit note
Update invoice
Updates the details of an existing invoice
Update invoice status
Updates the status of an existing invoice
Update purchase order
Updates the details of an existing purchase order
Update sales order status
Updates the status of an existing sales order
Update purchase order status
Updates the status of an existing purchase order
Update bill status
Updates the status of an existing bill
Send credit note
Sends a credit note to the specified email addresses
Update warehouse
Updates the details of an existing warehouse
Update customer
Updates the details of an existing customer
Update contact person
Updates the details of an existing contact person
Send invoice
Sends an invoice to the specified email addresses
Mark transfer order as received
Marks the specified transfer order as received
Update retainer invoice
Updates the details of an existing retainer invoice
Fetch item
Fetches the details of an existing item
Fetch bill
Fetches the details of an existing bill
Fetch credit note
Fetches the details of an existing credit note
Fetch invoice
Fetches the details of an existing invoice
Fetch shipment
Fetches the details of an existing shipment
Fetch purchase order
Fetches the details of an existing purchase order
Fetch purchase receive
Fetches the details of an existing purchase receive
Fetch package
Fetches the details of an existing package
Fetch contact person
Fetches the details of an existing contact person
Fetch warehouse
Fetches the details of an existing warehouse
Fetch customer
Fetches the details of an existing customer
Fetch sales order
Fetches the details of an existing sales order
Fetch item group
Fetches the details of an existing item group
Fetch retainer invoice
Fetches the details of an existing retainer invoice
Convert sales order to invoice
Converts an existing sales order to an invoice
Fetch task
Fetches the details of an existing task
Fetch custom module entry
Fetches the details of an existing custom module entry
Fetch user
Fetches the details of an existing user
Fetch vendor
Fetches the details of an existing vendor
Fetch transfer order
Fetches the details of an existing transfer order
Fetch sales return
Fetches the details of an existing sales return
Add note to contact
Adds a note to the selected contact
Create deal
Creates a new deal
Add note to lead
Adds a note to the selected lead
Create contact
Creates a new contact
Create lead
Creates a new lead
Update contact
Updates the details of an existing contact
Update lead
Updates the details of an existing lead
Convert lead
Converts a lead to contact
Fetch contact by email address
Fetches the details of a existing contact by email
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch lead by ID
Fetches the details of an existing lead by ID
Fetch lead by email address
Fetches the details of an existing lead by email
What is Zoho Inventory?
Zoho Inventory is inventory management software that lets you manage all your orders. You can manage your contacts, bills, reports, and generate invoices easily.
What is Freshsales?
Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.
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