Integrate Zoho Inventory with CRM - Unified Integrations |Admin Guide - Zoho One

Integrate Zoho Inventory with CRM

Overview

Once the integration is set up, your Accounts, Contacts, and your Vendors in Zoho CRM can be synced with the Contacts module of Zoho Inventory. The Products in Zoho CRM can be synced with the Items in Zoho Inventory. All of this can be managed from the Zoho One UI itself.

The steps to integrate Zoho Inventory with CRM vary between the two User Interface versions supported in Zoho One. Select the UI version you use from tabs below and proceed with the steps that follow.
Spaces UI
Unified UI
Spaces UI
To enable the integration,
  1. Sign in to Zoho One.
  2. Click  on the top-right corner, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the app you want to integrate with, then click Available; all the available integrations will be listed; click Enable.
Info
Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.

To configure the integration,
Follow the steps mentioned in the link to configure.

To deactivate the integration,
  1. Sign in to Zoho One.
  2. Click  on the top-right corner, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click , then click Deactivate.
  5. Read the confirmation message and click Deactivate.
Info
While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.

To delete the integration,
  1. Sign in to Zoho One.
  2. Click  on the top-right corner, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click , then click Delete.
  5. Read the confirmation message and click Delete.
Info
Delete is an irreversible action.You will need to re-enable and configure the integration to use it again.
Unified UI
To enable the integration,
  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the app you want to integrate with, then click Available; all the available integrations will be listed; click Enable.
Info
Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.

To configure the integration,
Follow the steps mentioned in the link to configure.

To deactivate the integration,
  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click , then click Deactivate.
  5. Read the confirmation message and click
Info
While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.

To delete the integration,
  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click , then click Delete.
  5. Read the confirmation message and click Delete.
Info
Delete is an irreversible action.You will need to re-enable and configure the integration to use it again.