Zoho Inventory + Salesforce Integration

Integrate Salesforce to Zoho Inventory in one click, or tell Integrately AI how you want each opportunity handled. Create sales orders, update items, alert your team, and trigger follow-ups automatically.

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1.
  • Zoho Inventory
    Item is updated in Zoho Inventory
  • Zoho Inventory
    Invoice is created in Zoho Inventory
  • Zoho Inventory
    Invoice is updated in Zoho Inventory
  • Zoho Inventory
    Sales order is created in Zoho Inventory
  • Zoho Inventory
    Package is created in Zoho Inventory
  • Zoho Inventory
    Package is updated in Zoho Inventory
  • Zoho Inventory
    Contact is created in Zoho Inventory
  • Zoho Inventory
    Item is created in Zoho Inventory
  • Zoho Inventory
    Purchase order is created in Zoho Inventory
  • Zoho Inventory
    Sales order is updated in Zoho Inventory
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.
  • Zoho Inventory
    Create sales order in Zoho Inventory
  • Zoho Inventory
    Search sales order by id in Zoho Inventory
  • Zoho Inventory
    Update sales order in Zoho Inventory
  • Zoho Inventory
    Delete sales order in Zoho Inventory
  • Zoho Inventory
    Create item in Zoho Inventory
  • Zoho Inventory
    Search item in Zoho Inventory
  • Zoho Inventory
    Update item in Zoho Inventory
  • Zoho Inventory
    Create payment in Zoho Inventory
  • Zoho Inventory
    Get shipment order by id in Zoho Inventory
  • Zoho Inventory
    Delete an item in Zoho Inventory
  • Zoho Inventory
    Delete package in Zoho Inventory
  • Zoho Inventory
    Create a shipment order in Zoho Inventory
  • Zoho Inventory
    Search package in Zoho Inventory
  • Zoho Inventory
    Search contact in Zoho Inventory
  • Zoho Inventory
    Create contact in Zoho Inventory
  • Zoho Inventory
    Delete contact in Zoho Inventory
  • Zoho Inventory
    Update contact in Zoho Inventory
  • Zoho Inventory
    Create invoice in Zoho Inventory
  • Zoho Inventory
    Get invoice by Id in Zoho Inventory
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Salesforce + Zoho Inventory Integration

Capture opportunities, create sales orders, keep items updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Zoho Inventory + Salesforce Integration

Create Salesforce contact from new Zoho Inventory contact

If you're an ecommerce business owner who uses Zoho Inventory to power your online store, you'll be happy to know that when a new contact is created in Salesforce, this automation will automatically create a contact in Zoho Inventory.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Activate
Zoho Inventory + Salesforce Integration

Create Salesforce record for new Zoho Inventory order

With this Zoho Inventory - Salesforce integration, whenever a new Zoho Inventory order is placed, a new Salesforce record will be created for it. This simple automation will help you keep track of your orders and make sure that each one is processed properly.

You can even customize your Salesforce spreadsheet to include whatever information you need, such as customer contact information, order details, and shipping information. This automation will save you time and ensure that your business runs smoothly.
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Activate
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Connect more apps to your Salesforce + Zoho Inventory flow

Connect Shopify, QuickBooks Online, Slack, Stripe, Gmail, or Google Sheets to handle notifications, billing, and team alerts after your core automation runs. Pick a combination and activate it in one click.

Zoho Inventory
Salesforce
+
ShopifyShopify (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
GmailGmail (3)
+
Google SheetsGoogle Sheets (3)
S
S
Z
Create a Salesforce opportunity and a Zoho Inventory sales order for every new Shopify order
New Shopify orders instantly become opportunities in Salesforce and sales orders in Zoho Inventory, removing manual data entry across platforms.
S
S
Z
When a Salesforce opportunity is won, create a Shopify customer and a Zoho Inventory sales order
Won opportunities in Salesforce automatically set up customers in Shopify and sales orders in Zoho Inventory without switching tools.
Z
S
S
When a Zoho Inventory item is updated, update the Shopify product and log the change in Salesforce
Inventory changes in Zoho Inventory update your Shopify storefront and Salesforce records automatically, ensuring pricing and stock match.

Supported triggers and actions for Zoho Inventory and Salesforce

Mix and match to build the exact automation you need

Zoho Inventory
Zoho Inventory Triggers & Actions
Item is updated in Zoho Inventory
Triggers the automation when a item is updated
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Invoice is created in Zoho Inventory
Triggers the automation when any invoice is added or modified
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Invoice is updated in Zoho Inventory
Triggers the automation when an invoice is updated
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Sales order is created in Zoho Inventory
Triggers the automation when a sales order is created
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Package is created in Zoho Inventory
Triggers the automation when a new package is created
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Package is updated in Zoho Inventory
Triggers the automation when a package is updated
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Contact is created in Zoho Inventory
Triggers the automation when a new contact is created
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Item is created in Zoho Inventory
Triggers the automation when a new item is created
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Purchase order is created in Zoho Inventory
Triggers the automation when a new purchase order is created
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Sales order is updated in Zoho Inventory
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Create sales order in Zoho Inventory
Generates a new sales order with pre-filled details
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Search sales order by id in Zoho Inventory
Searches for sales orders using the order id
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Update sales order in Zoho Inventory
Updates sales orders with the latest information
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Delete sales order in Zoho Inventory
Removes a sales order from the system
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Create item in Zoho Inventory
Generates a new item
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Search item in Zoho Inventory
Locates and retrieves particular item information
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Update item in Zoho Inventory
Updates an item with new information
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Create payment in Zoho Inventory
Generates and process a payment transaction
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Get shipment order by id in Zoho Inventory
Retrieves a shipment order using its id
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Delete an item in Zoho Inventory
Removes a particular item from a list or database
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Delete package in Zoho Inventory
Removes particular package from the system
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Create a shipment order in Zoho Inventory
Creates a new shipment order
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Search package in Zoho Inventory
Searches for a package
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Search contact in Zoho Inventory
Finds and retrieves contact information
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Create contact in Zoho Inventory
Adds a new contact to the database
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Delete contact in Zoho Inventory
Removes a contact from the address book
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Update contact in Zoho Inventory
Updates contact information with new details
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Create invoice in Zoho Inventory
Generates invoices for sales transactions
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Get invoice by Id in Zoho Inventory
Retrieves a invoice using its id
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Salesforce + Zoho Inventory?

Streamline your customer data and stock management with powerful automated workflows between Salesforce and Zoho Inventory.

What you can automate?
📋
Create sales orders from won opportunities automatically
Generate a Zoho Inventory sales order the exact moment an opportunity is closed won in Salesforce. Manual order entry and fulfillment delays disappear completely.
📝
Capture every custom field and line item
Map all available Salesforce opportunity details and product line items directly into Zoho Inventory sales orders without losing data.
🔔
Alert your fulfillment team instantly
Send immediate notifications to your warehouse or operations team in Slack or via email whenever a new sales order is generated from Salesforce.
🔀
Route orders based on deal size or tier
Apply conditional logic to route high-value Salesforce opportunities to priority fulfillment queues or special pricing tiers in Zoho Inventory.
🔄
Keep Salesforce accounts updated as stock changes
Update Salesforce records automatically whenever stock levels or invoice statuses change in Zoho Inventory to maintain total visibility.
🔍
Prevent duplicate records with smart matching
Search existing contacts in Zoho Inventory before creating new entries to keep your database clean and avoid duplicate customer profiles.
❌
Handle cancellations and refunds smoothly
Update corresponding Salesforce opportunities or accounts automatically when an order is cancelled or refunded in Zoho Inventory.
📊
Extend your workflow to Google Sheets
Log completed Salesforce and Zoho Inventory transactions into Google Sheets automatically for executive reporting and custom analytics.
And much more...

Who is Salesforce + Zoho Inventory integration for?

Connecting Salesforce and Zoho Inventory streamlines data flow between customer management and stock control, empowering teams to eliminate manual updates and keep operations fully aligned.

Sales Directors
Sales Directors
Sales Representatives
Sales Representatives
Account Managers
Account Managers
Inventory Managers
Inventory Managers
Finance Teams
Finance Teams
Operations Leads
Operations Leads
📈
Sales Directors
You're reviewing Salesforce opportunity pipelines to forecast quarterly revenue, but inventory stock levels live separately in Zoho Inventory, so your forecasts often miss stock realities — with this integration, every pipeline update reflects real-time inventory data and keeps your reporting accurate.
⚡
Sales Representatives
You need to close deals and confirm stock availability with customers quickly, but checking Zoho Inventory manually while on a call slows you down — with this integration, your sales orders are generated automatically from Salesforce opportunities so you can respond instantly.
🤝
Account Managers
You answer to clients who want immediate confirmation of their order fulfillment status, but bridging Salesforce and Zoho Inventory by hand leads to communication delays — with this integration, order milestones sync instantly to give clients accurate updates.
📦
Inventory Managers
The volume of new customer orders coming from Salesforce is too high for anyone to keep up by hand, leading to fulfillment bottlenecks — with this integration, every new opportunity converts directly into a Zoho Inventory sales order without manual intervention.
💼
Finance Teams
You depend on sales teams to hand over closed Salesforce deals before you can process invoices in Zoho Inventory, causing billing lags — with this integration, financial workflows trigger the moment a deal closes.
📊
Operations Leads
You need a reliable audit history of every customer transaction, but keeping Salesforce records and Zoho Inventory entries aligned manually keeps leaving gaps — with this integration, every transaction records seamlessly across both systems.
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Why choose Integrately to automate Zoho Inventory + Salesforce

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1,500+ apps connected
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Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect Salesforce to Zoho Inventory?
Frequently Asked Questions
You can connect Salesforce to Zoho Inventory in 1 click using ready-made templates on Integrately or ask Integrately AI to build the automation for you. It also connects with Slack, Gmail, and Google Sheets.
Can I automatically create a Zoho Inventory sales order from a new Salesforce opportunity?
Frequently Asked Questions
Can I connect Salesforce, Zoho Inventory, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and Zoho Inventory?
Frequently Asked Questions
How do Salesforce records trigger updates in Zoho Inventory?
Frequently Asked Questions
How are inventory updates sent back from Zoho Inventory to Salesforce?
Frequently Asked Questions
Do I need coding skills to set up Salesforce and Zoho Inventory automation?
Frequently Asked Questions
Is the Salesforce and Zoho Inventory integration free?
Frequently Asked Questions
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You Can Also Connect Salesforce or Zoho Inventory With 1500+ Other Apps

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Sync Zoho Inventory with accounting, shipping, and e-commerce tools to streamline order fulfillment and stock control.
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