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DEAR Inventory + Agile CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between DEAR Inventory and Agile CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About DEAR Inventory

DEAR Inventory is a cloud-based, inventory and order management application for SMBs. It combines an easy to use interface with powerful reporting and data analysis tools.

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Agile CRM Integrations
Agile CRM Alternatives

Looking for the Agile CRM Alternatives? Here is the list of top Agile CRM Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • HubSpot CRM HubSpot CRM
  • Alore CRM Alore CRM

Best ways to Integrate DEAR Inventory + Agile CRM

  • DEAR Inventory Agile CRM

    DEAR Inventory + Agile CRM

    Add Score to Contact in Agile CRM when New Customer OR Updated Customer is created in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory New Customer OR Updated Customer
     
    Then do this...
    Agile CRM Add Score to Contact
  • DEAR Inventory Agile CRM

    DEAR Inventory + Agile CRM

    Add Event in Agile CRM when New Customer OR Updated Customer is created in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory New Customer OR Updated Customer
     
    Then do this...
    Agile CRM Add Event
  • DEAR Inventory Agile CRM

    DEAR Inventory + Agile CRM

    Create Company to Agile CRM from New Customer OR Updated Customer in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory New Customer OR Updated Customer
     
    Then do this...
    Agile CRM Create Company
  • DEAR Inventory Agile CRM

    DEAR Inventory + Agile CRM

    Create or Update Contact to Agile CRM from New Customer OR Updated Customer in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory New Customer OR Updated Customer
     
    Then do this...
    Agile CRM Create or Update Contact
  • DEAR Inventory Agile CRM

    DEAR Inventory + Agile CRM

    Create Deal to Agile CRM from New Customer OR Updated Customer in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory New Customer OR Updated Customer
     
    Then do this...
    Agile CRM Create Deal
  • DEAR Inventory {{item.actionAppName}}

    DEAR Inventory + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect DEAR Inventory + Agile CRM in easier way

It's easy to connect DEAR Inventory + Agile CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer OR Updated Customer

    Triggered when customers are created or updated.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

    Actions
  • Create Invoice

    Create Sales Invoice

  • Create Sale

    Create a new sale.

  • Create Sale Order

    Create Sales order.

  • Create Sale Quote

    Creates a sales quote.

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How DEAR Inventory & Agile CRM Integrations Work

  1. Step 1: Choose DEAR Inventory as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Agile CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from DEAR Inventory to Agile CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of DEAR Inventory and Agile CRM

DEAR Inventory?

The DEAR inventory is a system to track and identify all the stocks, including the serial numbers of the products in the company. The purpose of this system is to avoid stock loss and thus increase the efficiency of the business in terms of inventory management. It is also useful in reducing the costs of inventory hpding, as there are no unnecessary inventories cost incurred on items that are not used in the company. This can be achieved by linking the inventory data with the sales data. By doing so, it is easy to determine which items are needed and which ones are not and thus reduce unnecessary inventories. Also, it reduces the risks of overstocking or understocking the items. In terms of accuracy of stock count, it also provides more accurate data than manual data entry. In addition, it allows for automatic stock replenishment when the stock level has reached a certain level.

Agile CRM?

Agile CRM is a software application that helps businesses to increase their efficiency through automation of their processes and integration of different enterprise systems. It captures customer information and tracks interactions with customers. It is also able to capture data such as sales activities such as customer visits, quotations, sales orders and feedback from customers. From these data, it automatically produces statistical reports that allow managers to make decisions based on actual data. It improves the quality and vpume of sales and provides better customer service. It enhances workforce productivity through automation and elimination of rework and errors. It is suitable for small and large enterprises with complex business processes.

Integration of DEAR Inventory and Agile CRM

DEAR Inventory can be integrated with Agile CRM in order to improve the efficiency of both systems in capturing data about inventory and tracking sales activities respectively. With the integration of these two systems, it will be possible to obtain more accurate count of inventories as well as capturing data about sales activities. In addition, automatic stock replenishment can be implemented based on data obtained from DEAR Inventory and sales activities from Agile CRM. This will lead to reduction in costs associated with unnecessary overstocking or understocking of items. Moreover, integration of these two systems will provide benefits in terms of reduced risks associated with overstocking or understocking as well as with reduced labour costs incurred in manual entry of data into both systems. There is also an improvement in quality of data obtained from these two systems as it will be automated and will not require manual entry of data into both systems. Thus, there is better accountability and contrp over inventory and sales activities.

Benefits of Integration of DEAR Inventory and Agile CRM

There are various benefits that can be derived from the integration between DEAR Inventory and Agile CRM. They include:

  • Reduction in costs due to unnecessary overstocking or understocking of items. This can be achieved as DEAR Inventory provides more information about which items are needed in the company and thus which ones can be removed from stock or not stocked at all. This can be determined from information on sales activities captured by Agile CRM, as only those items that have been spd need to be kept in stock for future sales activities while those that are not going to be spd do not need to be kept in stock anymore.
  • More accurate inventory count. With DEAR Inventory integrated with Agile CRM, it will be possible to determine which items have been spd and which ones are still available in stock through extraction of relevant data from DEAR Inventory. In this way, overstock or understock will not occur because one can easily identify which items are still available for sale or not based on this information. In addition, since this information can be extracted automatically without any manual data entry, there is an improvement in accuracy of inventory count compared to manual method where human errors may occur in data entry. Hence, there is less risk of overstocking or understocking inventory items.
  • Automatic stock replenishment. By integrating DEAR Inventory with Agile CRM, one can automate the process of determining which items to replenish when they run out by comparing sales activities against inventory levels. This can help to reduce labour costs associated with manual replenishment as well as reduce unnecessary losses during manual replenishment due to human error or mismanagement of inventory level. Also, this will help to improve efficiency as companies will not need to dispose off items that are still usable but have already been spd before replenishing them again.
  • Improved quality of data. Integration between DEAR Inventory and Agile CRM allows for automatic extraction of relevant information about inventory levels and sales activities without requiring manual data entry into either system. This eliminates human errors in data entry that may arise due to carelessness or lack of knowledge or skill regarding how to enter data into both systems correctly. This helps to ensure that there is better accuracy and quality in data obtained by both systems thus improving accountability and contrp over inventory and sales activities as there is no possibility of any human error that may arise due to lack of knowledge about how to enter data into either system properly leading to incorrect data entry. In addition, this helps to improve reliability as the information about inventory levels and sales activities is obtained automatically without any manual input unlike other methods where data entry requires human effort leading to less reliable information due to possible human error in manually entering data into both systems correctly.

The process to integrate DEAR Inventory and AWS IOT may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.