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.
Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.
It's easy to connect DEAR Inventory + Freshworks CRM without coding knowledge. Start creating your own business flow.
Triggered when customers are created or updated.
trigger when new appointment created.
Trigger when any task gets completed.
Trigger when new contact is created.
Trigger when new deal created.
Trigger when new task created.
Create Sales Invoice
Create a new sale.
Create Sales order.
Creates a sales quote.
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
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 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.
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.
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.