Akita provides a Customer Success solution that works with Zoho Inventory

Data Retrieved

Information We Request

When you connect Zoho Inventory with Akita, we automatically collect information on the following:

Organization Every 24 hours
Invoice Every 24 hours
Data Adapter Every 12 hours
Connection Instructions

How to Connect Zoho Inventory and Akita

  • Head to the Integrations section in Akita. You'll find it under Settings (the cog icon ) in the left menu bar.

  • Click the Connect Provider button.

Connect Provider

  • Select Zoho Inventory from the list of available integrations.

Zoho Inventory

  • Fill in the form to complete the connection. For this, you will need your Organization Id from your Zoho Inventory account.
Organization Id
Required (ex. 10234695)

Submit
  • That's it – all done!
Integration Results

Your Zoho Inventory Customer Data in Akita

  • Once connected, your Akita account will begin populating with your Zoho Inventory data.
Bresler's Ice Cream

Invoice Created

  • Invoice Number A2D1234567
  • Amount 99
  • Currency USD
  • Date Issued 9 December 2019 @ 03:18 AM
  • Date Due 14 December 2019 @ 03:18 AM
  • Status Due
Created on 9 December 2019 @ 03:18 AM
  • This data will appear alongside all your other customer interactions for a 360° view.
Accounts
1762
NPS
-10
MRR
$689,420
  • Segment your accounts based on data from your Zoho Inventory account, and from your other business tools.
Renewal Zoho Inventory Within Within 30 Days 30 Days AND +
MRR Chargebee More Than > $1000 1K AND +
Ticket Zendesk Status Status Open Open

128 Accounts Matched. Save as Segment

  • Define lifecycle stages and make sure customers stay on track.

Onboarding


134 ACCOUNTS
$72,900 MRR

CSM Insight Score
62
Targets 216 / 392 Achieved
Tasks 382 / 588 Achieved
  • Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.
Get the Ball Rolling

First Steps

We'd love to show you Akita in more detail and answer any questions you have about integrating Zoho Inventory with our Customer Success platform.

Fill in the form below to schedule a demo and get started with your Customer Success efforts.

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Have questions about how Akita Integrates with Zoho Inventory?

We'd love to hear them! Just email us at hello@akitaapp.com.