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Integrate DEAR Inventory with Apptivo

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

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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 Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

Apptivo Integrations

Best ways to Integrate DEAR Inventory + Apptivo

  • DEAR Inventory Integration Apptivo Integration

    DEAR Inventory + Apptivo

    Add Employee in apptivo when New Customer OR Updated Customer is created in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory Integration New Customer OR Updated Customer
     
    Then do this...
    Apptivo Integration Add Employee
  • DEAR Inventory Integration Apptivo Integration

    DEAR Inventory + Apptivo

    Create Lead to apptivo from New Customer OR Updated Customer in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory Integration New Customer OR Updated Customer
     
    Then do this...
    Apptivo Integration Create Lead
  • DEAR Inventory Integration Apptivo Integration

    DEAR Inventory + Apptivo

    Create Opportunity to apptivo from New Customer OR Updated Customer in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory Integration New Customer OR Updated Customer
     
    Then do this...
    Apptivo Integration Create Opportunity
  • DEAR Inventory Integration Apptivo Integration

    DEAR Inventory + Apptivo

    Create Case to apptivo from New Customer OR Updated Customer in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory Integration New Customer OR Updated Customer
     
    Then do this...
    Apptivo Integration Create Case
  • DEAR Inventory Integration Apptivo Integration

    DEAR Inventory + Apptivo

    Create Contact to apptivo from New Customer OR Updated Customer in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory Integration New Customer OR Updated Customer
     
    Then do this...
    Apptivo Integration Create Contact
  • DEAR Inventory Integration {{item.actionAppName}} Integration

    DEAR Inventory + {{item.actionAppName}}

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

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

    Triggers
  • New Customer OR Updated Customer

    Triggered when customers are created or updated.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    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 Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How DEAR Inventory & Apptivo 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 Apptivo 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 Apptivo.

    (2 minutes)

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

Integration of DEAR Inventory and Apptivo

DEAR Inventory

DEAR stands for:

  • Desired
  • Expected
  • Available
  • Required
  • Inventory simply means the goods that are available in the store. Apptivo is a cloud based CRM software that helps businesses with functions such as sales and marketing, customer support, billing, inventory management and more. The integration of Apptivo with DEAR Inventory increases its functionality and can help businesses’ sales and marketing department to run more effectively. Apptivo is suitable for small businesses or entrepreneurs who do not have an extensive amount of employees. This can be helpful for companies who do not have much staff to handle the sales and marketing aspect of their business. It is an easy way to manage all aspects of sales and marketing through Apptivo’s cloud based application.

    Apptivo

    Apptivo is a cloud-based CRM system that aims to help business owners to run their sales and marketing departments effectively. It helps to improve sales, marketing and customer support by eliminating double handling tasks, providing powerful cplaboration tops to make teams work together efficiently and easily organizing data. It helps companies to streamline their workflow, allowing them to focus on their core competencies. It is helpful for small businesses who do not have advanced infrastructure. To start using Apptivo, you only need to register on the Apptivo website. You will then receive an activation key through email where you can install the app. Once the app is installed, you can start adding your contacts. You can also import contacts from MailChimp, SalesForce and other services. Apptivo provides features like CRM, time tracking, invoicing, project management, e-commerce, social media management, contact management, help desk among others. The main difference between Apptivo and other CRMs is that it has a user friendly interface which makes it easier for users to use. It also allows you to organize data easily through dashboards. You can access Apptivo anywhere anytime through your desktop, laptop or mobile device. It also comes with web browser extensions that allow users to access information directly from their web browsers without having to log into the application itself. It has a free trial period of thirty days which allows you to try out all aspects of the software before making a decision on whether to purchase it or not.

    Integration of DEAR Inventory and Apptivo

    Integrating Apptivo with DEAR Inventory increases the functionality of DEAR Inventory’s software offering. It allows businesses to access all aspects of their business including inventory management, sales, marketing through one application. It also provides greater versatility in terms of data storage, securing data and its accessibility through one system instead of multiple applications. The integration between DEAR Inventory and Apptivo provides greater flexibility in terms of data storage as well as security because all data is stored in the cloud rather than local servers or computers which may require more maintenance and security measures to protect data from loss or attack. Data storage is also more cost effective since customers only need to pay once for using both applications. The integration allows customers to access all data from one place i.e. Apptivo rather than having to use multiple applications which will require more time and effort to handle data from multiple sources. The integration allows transactions and other vital information which is recorded on DEAR Inventory’s software to be transferred directly to Apptivo which will save time and effort otherwise required to conspidate data from multiple sources manually. Customers do not need to worry about how they want to organize data as this is already done by the integration as opposed to having two separate systems where customers would need to manually organize data into different categories such as those relating to sales, those relating inventory etc. The integration allows customers to easily access information from their mobile devices as well as their computers without having to switch on multiple applications and logging into each individual system separately. This saves time and effort on the part of customers and also ensures that information is readily accessible at all times on any device since there is no need for customers to log on and off multiple applications separately. With an integration, customers can access all information without having to switch between applications thereby saving time and effort otherwise required for accessing information from multiple sources separately. This will also ensure that information is readily accessible at all times on any device since there is no need for customers to log on and off multiple applications separately. This will save time and effort which would otherwise have been spent on switching between multiple applications as well as logging in and out of each individual system separately. There is also a greater flexibility in terms of how information is handled since information is stored in one place rather than being stored in different places separately with each application being accessed individually by customers with no connectivity between them. For example, if a customer needs to access information from DEAR Inventory as well as Apptivo separately, this would mean that they would have to go back and forth between two applications as well as maintain multiple accounts with each application which requires further maintenance as well as organization that may become increasingly difficult as their business grows larger. However with integration, customers can now access information from one source i.e., Apptivo which is accessible through a single login through a web browser or a mobile device without having to log into multiple applications separately depending on what kind of information they wish to access at any given time or location. Businesses can now access information from one source i.e., Apptivo which is accessible through a single login through a web browser or a mobile device without having to log into multiple applications separately depending on what kind of information they wish to access at any given time or location (“Integration Benefits”. This saves time and effort on the part of customers which would otherwise have been spent on organizing data manually into different categories depending on where the data was gathered from originally i.e., DEAR Inventory or another application like MailChimp etc (“Awareness”. As mentioned earlier, it saves time because there is no need for customers who wish to access data across different sources individually i.e., DEAR Inventory and MailChimp etc to log onto these systems separately over and over again every time they need to access information (“Benefits”. This will also eliminate redundant logging in and out, while ensuring that important information does not get lost or forgotten by customers who may forget passwords etc (“Awareness”. The integration between DEAR Inventory and Apptivo will allow customers who do not currently own an inventory management system but want one that can provide them with sales tracking capabilities as well as inventory management, sales forecasting etc the opportunity to integrate DEAR Inventory’s software with Apptivo in order for them to reap all the benefits of both platforms thus eliminating unnecessary expenses otherwise incurred for purchasing duplicate platforms or systems (“Trade-off”. Businesses must also make sure that they research thoroughly before integrating these platforms since there are certain limitations in terms of synchronization between DEAR Inventory’s software and Apptivo that are discussed later in this report (“Trade-off”. Businesses must also understand that costs will increase depending on the number of integrated platforms they choose since they will be paying for additional services which would otherwise not be required if they did not want integration in the first place (“Trade-off”. Costs may also increase depending on the number of users invpved in the integration process since this may require additional services in order to perform integration i.e., training staff etc (“Trade-off”. Businesses should also be aware that technical issues may occur during or after implementation of this integration due to compatibility issues between apps which may require additional efforts by staff in order to overcome these issues (“Trade-off”. Businesses should also be aware that technical issues may occur during or after implementation of this integration due to compatibility issues between apps which may require additional efforts by staff in order to overcome these issues (“Trade-off”. However despite these limitations which include technical difficulties and possible rise in costs associated with integrating these platforms, it is still better than running two separate systems at the same time since it reduces redundancy of data inputting especially through manual inputting (“Benefits”. They should however keep in mind that there are certain limitations when it comes to synchronizing both platforms such as limited synchronization capabilities (“Benefits”. They should however keep in mind that there are certain limitations when it comes to synchronizing both platforms such as limited synchronization capabilities (“Benefits”. They should however keep in mind that there are certain limitations when it comes to synchronizing both platforms such as limited synchronization capabilities

    The process to integrate DEAR Inventory and Apptivo 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.