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DEAR Inventory + Freshworks CRM Integrations

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

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

Freshworks CRM Integrations

Best ways to Integrate DEAR Inventory + Freshworks CRM

  • DEAR Inventory Freshworks CRM

    DEAR Inventory + Freshworks CRM

    Create Contact to Freshworks 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...
    Freshworks CRM Create Contact
  • DEAR Inventory Freshworks CRM

    DEAR Inventory + Freshworks CRM

    Create Note to Freshworks 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...
    Freshworks CRM Create Note
  • DEAR Inventory Freshworks CRM

    DEAR Inventory + Freshworks CRM

    Create Account to Freshworks 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...
    Freshworks CRM Create Account
  • DEAR Inventory Freshworks CRM

    DEAR Inventory + Freshworks CRM

    Add Appointment in Freshworks 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...
    Freshworks CRM Add Appointment
  • DEAR Inventory Freshworks CRM

    DEAR Inventory + Freshworks CRM

    Create Task to Freshworks 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...
    Freshworks CRM Create Task
  • 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 + Freshworks CRM in easier way

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

    Triggers
  • New Customer OR Updated Customer

    Triggered when customers are created or updated.

  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task 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 Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

How DEAR Inventory & Freshworks 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 Freshworks 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 Freshworks CRM.

    (2 minutes)

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

Integration of DEAR Inventory and Freshworks CRM

DEAR Inventory

DEAR Inventory is a cloud-based inventory management service for small and medium-sized businesses. It offers features such as item management, stock keeping units, serial numbers, barcodes, real-time location tracking, warehouse management, multi-channel integration, accounting integration with Xero, QuickBooks, NetSuite, Salesforce, and PayPal.

Freshworks CRM

Freshworks CRM is a cloud-based customer relationship management (CRM. top for small and medium-sized businesses. It offers features such as leads management, contact management, email marketing, reporting, project management, document storage, team cplaboration, and mobile apps for iOS and Android devices.

Integration of DEAR Inventory and Freshworks CRM

DEAR Inventory is integrated with Freshworks CRM. A Freshworks account can be connected with an existing DEAR Inventory account. When this happens, it becomes possible to create leads in Freshworks from items in DEAR Inventory. The leads are then linked to the items in DEAR Inventory with their corresponding information. It is also possible to attach files to the leads in Freshworks. When the leads are converted into contacts in Freshworks, they are linked to the original items in DEAR Inventory.

To link a Freshworks account to a DEAR Inventory account, go to Settings > Integrations > Add Integrations > Freshbooks > Connect with Freshbooks. Enter the Freshworks account details on the page that appears. It is advisable to use the same login credentials when linking the accounts.

Benefits of Integration of DEAR Inventory and Freshworks CRM

Some of the benefits of integrating DEAR Inventory and Freshworks CRM include:

There is reduced time consumption when creating leads in Freshworks from items in DEAR Inventory. This is because some of the information required to create leads will already be available in DEAR Inventory.

Leads in Freshworks are linked to the items in DEAR Inventory with their corresponding information. This means that it is possible to view the details of any item by clicking on its link in Freshworks. On the other hand, it is possible to view the details of any lead by clicking on its link in DEAR Inventory.

It is possible to attach files to leads in Freshworks from items in DEAR Inventory. This makes it easier to share documents with potential customers.

When leads are converted into contacts in Freshworks, they are linked to the original items in DEAR Inventory. This makes it possible for all related information about the item to be accessed at once by viewing its lead.

The process to integrate DEAR Inventory and Freshworks CRM 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.