Ask the Experts - Zoho Inventory #2: 7 hours of live discussion on the integration between Zoho Inventory and Zoho CRM.

Ask the Experts - Zoho Inventory #2: 7 hours of live discussion on the integration between Zoho Inventory and Zoho CRM.






Hi folks!

Thank you all for your response on the first episode of 'Ask the Experts - Zoho Inventory'. We're back with the second episode, and our topic for discussion will be the Zoho Inventory and Zoho CRM integration. Our panel will be available for a 7-hour period this time and will answer any questions posted here.

In this episode, we will be covering some of the key sections of this integration, including:
  • Setting up the integration
  • Creation and mapping of the right fields between modules
  • Using the 'Zoho Finance' tab within Zoho CRM for transactions
  • Mapping the right user roles
  • Accepting online payments
  • Disabling/Enabling the CRM native Sales and Purchase modules
  • Managing sales people
  • Your Zoho Finance information in Zoho CRM
  • Inventory tracking for items in Zoho CRM
  • Advanced inventory tracking
  • Managing your vendor details
  • Processing returns and refunds 
Post your questions and suggestions on the topic, and our experts will answer your questions in real time, along with giving you their suggestions and pro tips.  

We'll be live on April 9, 2020, 4:30-11:30am PDT, 12:30-7.30pm BST, 5pm-12am IST.

You can also follow the Episode #1 of 'Ask the Experts - Zoho Inventory' on Zoho Books and Zoho Inventory integration by following this link here. 

Cheers, 
Team Zoho Inventory



      • Sticky Posts

      • Ask the Experts - Zoho Inventory #15: 7 hours of live discussion on the integration between Zoho Inventory and Zoho Desk

        Hello all! Customer experience lies at the heart of business success. In this week's 'Ask the Experts - Zoho Inventory', let's discuss integrating Zoho Inventory and Zoho Desk for better customer experience. Zoho Inventory integrates with Zoho Desk to bring you the speediest communication with your customers. This integration helps you make sure that your customer service representatives and your sales team are always connected to your back office so they can immediately respond to order-related

      • Ask the Experts - Zoho Inventory #13: 7 hours of live discussion on the integration between Zoho Inventory and Zoho Sign

        Hello all! We are back with an important topic for discussion today on 'Ask the Experts - Zoho Inventory.' Let's discuss the integration between Zoho Inventory and Zoho Sign for e-sign capabilities for your organization.   We're seeing a tremendous increase in e-signature requirements with most of our customers currently working from home. At the moment, the only workflow available in Zoho Inventory to handle this is to create an Invoice and get it signed digitally by your customers. Here are some