How to Add Zoho Inventory Customer to Interakt Using Pabbly Connect

Learn how to integrate Zoho Inventory with Interakt using Pabbly Connect for seamless customer management. Follow our step-by-step guide to automate your workflow! This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Zoho Inventory with Interakt, first access Pabbly Connect. Sign in to your Pabbly Connect account, where you can create and manage your automation workflows.

After logging in, navigate to the dashboard. Click on the big blue button labeled ‘Create Workflow’ to start setting up your integration. This will allow you to connect Zoho Inventory and Interakt seamlessly.

2. Creating a New Workflow in Pabbly Connect

The next step is to create a new workflow using Pabbly Connect. Name your workflow something descriptive, such as ‘Add Zoho Inventory Customers to Interakt’. Click on the ‘Create’ button to proceed.

Once your workflow is created, you will see two main sections: Trigger and Action. The Trigger section is where the event occurs, while the Action section performs the task. In this case, the trigger will be set to Zoho Inventory.

• Select Zoho Inventory as the trigger application.
• Choose ‘Create or Update Customer’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Now that your trigger is set, you can move on to configuring Zoho Inventory to send data to Pabbly Connect.

3. Configuring Zoho Inventory for Webhooks

To ensure Pabbly Connect receives the necessary data from Zoho Inventory, you need to configure webhooks. In Zoho Inventory, navigate to the ‘Settings’ section and select ‘Automation’.

Click on ‘Webhooks’ and create a new webhook. Name it appropriately, such as ‘Pabbly Connect Webhook’. Paste the copied webhook URL into the designated field, set the method to POST, and click ‘Save’. This will connect your Zoho Inventory to Pabbly Connect.

• Create a webhook rule to specify when customer data should be sent.
• Choose ‘Customer’ as the module for the webhook.
• Set the trigger to ‘Created or Edited’ for customer data updates.

After setting this up, you can test the webhook by creating a new customer in Zoho Inventory, which will send data to Pabbly Connect.

4. Creating User in Interakt via Pabbly Connect

Now that the webhook is set up, it’s time to configure the action in Pabbly Connect. Select Interakt as the action application, and choose ‘Create or Update User’ as the action event.

You will need to connect your Interakt account to Pabbly Connect. For this, go to Interakt and find your secret key under ‘Settings’ > ‘Developer Settings’. Copy this key and paste it into Pabbly Connect to establish the connection.

Map the customer details from Zoho Inventory to the corresponding fields in Interakt. Ensure to include the phone number and email address correctly. Test the action to confirm that the user is created successfully in Interakt.

Once the test is successful, you can finalize the workflow in Pabbly Connect.

5. Verifying the Integration Between Zoho Inventory and Interakt

After completing the setup in Pabbly Connect, it’s essential to verify that the integration works as intended. Go back to your Interakt account and navigate to the ‘Users’ section.

Check if the newly created customer from Zoho Inventory appears in Interakt with the correct details. This confirms that your integration is successful and that any future customer updates in Zoho will also reflect in Interakt.

With Pabbly Connect, you can automate this process effectively, ensuring that your customer data remains synchronized between Zoho Inventory and Interakt.

Conclusion

Integrating Zoho Inventory with Interakt using Pabbly Connect allows for seamless customer management. By following this tutorial, you can automate the process of adding or updating customers across both platforms, enhancing your workflow efficiency.