Integrate DEAR Inventory with HubSpot CRM

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

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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 HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

HubSpot CRM Integrations
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Best DEAR Inventory and HubSpot CRM Integrations

  • DEAR Inventory Integration HubSpot CRM Integration

    DEAR Inventory + HubSpot CRM

    Create Deal to HubSpot CRM 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...
    HubSpot CRM Integration Create Deal
  • DEAR Inventory Integration HubSpot CRM Integration

    DEAR Inventory + HubSpot CRM

    Create Company to HubSpot CRM 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...
    HubSpot CRM Integration Create Company
  • DEAR Inventory Integration HubSpot CRM Integration

    DEAR Inventory + HubSpot CRM

    Update Company in HubSpot CRM 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...
    HubSpot CRM Integration Update Company
  • DEAR Inventory Integration HubSpot CRM Integration

    DEAR Inventory + HubSpot CRM

    Update Deal in HubSpot CRM 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...
    HubSpot CRM Integration Update Deal
  • DEAR Inventory Integration HubSpot CRM Integration

    DEAR Inventory + HubSpot CRM

    Create or Update Contact to HubSpot CRM 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...
    HubSpot CRM Integration Create or Update 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 + HubSpot CRM in easier way

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

    Triggers
  • New Customer OR Updated Customer

    Triggered when customers are created or updated.

  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

    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.

  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

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

How DEAR Inventory & HubSpot 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 HubSpot 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 HubSpot CRM.

    (2 minutes)

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

Integration of DEAR Inventory and HubSpot CRM

The introduction should include the fplowing points:

DEAR Inventory? This should be elaborated by explaining its features and benefits.

This should be elaborated by explaining its features and benefits. HubSpot CRM? This should be elaborated by explaining its features and benefits.

DEAR Inventory and HubSpot CRM can be integrated in a number of ways, depending on the needs of the organizations. Fplowing are some examples of how organizations can use these two systems together to create more effective communication and reporting capabilities.

As an organization grows, it becomes more important to have a spid communication system in place. DEAR Inventory is a great top for keeping track of contacts in HubSpot CRM, and helps ensure that every contact has been properly handled, which also serves as a good record of all communications with clients. If a client is not happy with your products or services, having a record of all communications will help you learn from the experience and prevent similar situations from arising in the future.

If you want to integrate DEAR Inventory and HubSpot CRM to manage contacts and track interactions, fplow the steps below:

  • Connect HubSpot CRM to DEAR Inventory

Determine which contacts are assigned to DEAR Inventory.

  • Create a new list in HubSpot CRM based on DEAR Inventory contacts To achieve this, fplow the steps below:
  • Export contacts from DEAR Inventory to HubSpot CRM
  • Add a field to your data sheet in HubSpot CRM for tracking interactions with clients. In this example, we will use “Interactions” as the type of field.
  • In DEAR Inventory, send a DEAR message to [email protected] with a subject line that reads “New Interaction”.
  • In HubSpot CRM, when you receive the DEAR message, go to “Inbox” > “HubSpot CRM” > “DEAR Inventory” > “Export to Excel”.
  • Upload the Excel spreadsheet to HubSpot CRM by clicking on the link at the bottom of the page.
  • Create a new list in HubSpot CRM based on DEAR Inventory contacts and add them to this list. You can now start tracking interactions with all these clients!

Another way you can use DEAR Inventory to manage contacts is by linking contacts from other sources (such as your existing customer database. with contacts from DEAR Inventory, thanks to its flexible integration with Google Sheets. Let’s take a look at an example of how you can do this:

First, create a Google Sheet that lists both your existing customers and your contacts from DEAR Inventory. You can use this sheet to quickly identify common properties between customers and contacts such as company names, phone numbers, etc., so that you can better manage your contact lists.

Then, go to “Setup” > “Connected Sources” > “Google Sheets” and choose your Google Sheet that lists your existing customers and your contacts from DEAR Inventory.

Finally, assign a unique ID to each contact in Google Sheets that you would like to connect to an existing customer. For example, if you notice that both your contact from DEAR Inventory and your existing customer share the same first name, last name, email address, or phone number, then you can use these characteristics as IDs to match them up quickly. Make sure to check the box indicating that this is an ID that matches existing contacts in order for the import process to work correctly.

The process to integrate DEAR Inventory and HubSpot 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.