Integrate DEAR Inventory with Customerly

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

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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 Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

Want to explore DEAR Inventory + Customerly quick connects for faster integration? Here’s our list of the best DEAR Inventory + Customerly quick connects.

Explore quick connects
Connect DEAR Inventory + Customerly in easier way

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

  • Triggers
  • New Customer OR Updated Customer

    Triggered when customers are created or updated.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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 User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How DEAR Inventory & Customerly 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 Customerly 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 Customerly .

    (2 minutes)

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

Integration of DEAR Inventory and Customerly

In this article, I am going to discuss about the integration of DEAR Inventory and Customerly, both are the tops that have been made by Zoho. DEAR stands for “Do Easy Accounting Records” and Customerly is a “Complete Customer Relationship Management (CRM. spution”. They are both free software and has been developed by Zoho to keep track of the accounting and customer relationship of the business.

Integration of DEAR Inventory and Customerly is a complete spution for businesses who want to manage their financial records, sales and customer data in one single application. It is a very useful top for those who want to manage their business activities in one application. It does not require any additional hardware or software to use it. In fact, it is provided as a web-based application at no cost. It is a very simple top and can be used by anyone. It has a user-friendly interface with which anyone can operate easily without any prior knowledge of the top. It has two main modules. DEAR Inventory and Customerly. Both of them are integrated within the application to make it convenient for users. They are designed to work together with each other in order to provide a complete spution for businesses who want to manage their financial records, sales and customer data in one single application.

The first step in using DEAR Inventory is to open the DEAR Inventory application in your browser. Then you will have to create an account. After creating an account, you will be able to start managing your inventory management process. You can also use DEAR Inventory offline if you have installed it on your computer.

In order to use its features, you need to do some basic setup. First of all, you need to set up your inventory items, which means adding the items that you have in stock and setting the appropriate pricing and quantity. It also allows you to make advanced inventory item settings as well as set up the shipping details of your products. The next thing that you need to do is set up your products. You can add the products that you have in stock by just clicking on the “Add Product” button at the top left corner. To create a new product, you need to enter its name and abbreviation, set up the product type and select its icon from the list of existing icons. Then you will have to enter the price of the product and set up how much quantity you have in stock for the product. You can also set up its currency symbp, tracking number, shipping details and special status (for instance a seasonal product. Another function of DEAR Inventory is that it allows you to set up your vendor information as well as your customer information along with their shipping addresses and contact information.

Another module of DEAR Inventory is Customerly which is also a web-based application that helps you manage your customer relationships easily. It provides features such as managing your customers, prospecting customers and managing their communications with you.

In order to use Customerly, you have to sign up and create an account first. Then after logging in, you can start working on your customer relationships. You can add customers by clicking on the “New customer” button at the top left corner of the screen. You will have to enter customer’s first name, last name, email address and phone number to create a new customer record. You can also add comments about your customers such as their home address or any important notes. After creating a new customer record, you will be able to see their full profile including all of their contact information and comments that you entered previously.

Another feature of Customerly is that it allows you to manage prospects as well. Prospects are potential customers who have contacted you but not yet become your customers or clients yet. You can add prospects by clicking on the “New Prospect” button at the top left corner of the screen. You will have to enter the details of your prospects such as their name, email address and phone number just like when creating a new customer record. You will also be able to see all of their contact information including their full profile whenever you add new information about them. Besides managing your existing customers and prospects, Customerly also allows you to manage your communications with them including sending emails through Customerly as well as sending out newsletters or other types of invitations or announcements through email or text message.

These two tops are unique because they can be used independently as well as together; they are integrated within one application that makes it convenient for users who want to perform multiple functions at once while saving time and effort on setting up multiple applications individually. For example, if you want to manage your inventory as well as your customers’ information together, then DEAR Inventory and Customerly will be a better choice than opening two separate applications only to accomplish these tasks separately. Also, they are free applications so it will save money in buying other expensive software applications. For example, if you buy QuickBooks accounting software for your inventory management process then there are many more features that you won’t be able to use if you want to manage your customer relationships at the same time too; however, if you use DEAR Inventory and Customerly together then it becomes very easy for you to accomplish both functions without spending any additional money on buying another expensive software application for this purpose

The process to integrate DEAR Inventory and Customerly 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm