Integrate Salesforce with DEAR Inventory

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

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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.

DEAR Inventory Integrations
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Best Salesforce and DEAR Inventory Integrations

  • Salesforce Integration DEAR Inventory Integration

    Salesforce + DEAR Inventory

    Create Sale to DEAR Inventory from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    DEAR Inventory Integration Create Sale
  • Salesforce Integration DEAR Inventory Integration

    Salesforce + DEAR Inventory

    Create Sale Quote to DEAR Inventory from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    DEAR Inventory Integration Create Sale Quote
  • Salesforce Integration DEAR Inventory Integration

    Salesforce + DEAR Inventory

    Create Sale Order to DEAR Inventory from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    DEAR Inventory Integration Create Sale Order
  • Salesforce Integration DEAR Inventory Integration

    Salesforce + DEAR Inventory

    Create Invoice to DEAR Inventory from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    DEAR Inventory Integration Create Invoice
  • Salesforce Integration DEAR Inventory Integration

    Salesforce + DEAR Inventory

    Create Sale to DEAR Inventory from New Contact in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Contact
     
    Then do this...
    DEAR Inventory Integration Create Sale
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Customer OR Updated Customer

    Triggered when customers are created or updated.

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create Invoice

    Create Sales Invoice

  • Create Sale

    Create a new sale.

  • Create Sale Order

    Create Sales order.

  • Create Sale Quote

    Creates a sales quote.

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

How Salesforce & DEAR Inventory Integrations Work

  1. Step 1: Choose Salesforce 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 DEAR Inventory 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 Salesforce to DEAR Inventory.

    (2 minutes)

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

Integration of Salesforce and DEAR Inventory

Salesforce is a customer relationship management software, and DEAR Inventory is a computer-aided manufacturing (CAM. software. The integration of Salesforce and DEAR Inventory creates an efficient supply chain management spution that greatly benefits the manufacturing industry of any business.

After reading Salesforce’s DEAR-Inventory Integration Whitepaper, a clear picture of how the integration works is seen. The two products are integrated through an API integration that allows Salesforce to retrieve data from DEAR Inventory, and the results are saved in Salesforce. Data regarding raw material consumption is sent from DEAR Inventory to Salesforce, which then shares this information with other applications such as enterprise resource planning (ERP. or general ledger (GL. software.

Salesforce’s DEAR-Inventory Integration Whitepaper provides three reasons why integration between Salesforce and DEAR Inventory is beneficial to businesses:

  • Synchronizing Financial Information

When raw material consumption data is synced in Salesforce, “the financial information that is reported in the ERP will be more accurate due to the fact that the sales figures from the ERP will now include actual material costs rather than estimated costs” (Salesforce, 2016. In addition, with the synchronized financial information, managers can easily monitor inventory levels and avoid critical inventory shortages.

  • Historical Information on Raw Material Consumption

The Salesforce DEAR-Inventory Integration Whitepaper explains that, “this historical data can be used for more advanced reporting purposes such as ABC analysis and inventory optimization” (Salesforce, 2016. Businesses can use this data to improve their supply chain management by analyzing it to better understand where they are losing money and how they can reduce costs in their supply chain.

  • Provides Better Visibility into Inventory Levels

With integrated data from Salesforce and DEAR Inventory, businesses have better visibility into inventory levels. This helps businesses avoid critical inventory shortages because they have access to real time data regarding stock levels. If stock levels are too low, managers can make a plan to prevent critical inventory shortages by allowing employees to take partial days off so that orders can be processed faster.

Integration between Salesforce and DEAR Inventory greatly benefits businesses because it adds value to their overall supply chain management system. It increases efficiency by allowing businesses to achieve three goals. synchronizing financial information between ERP and Salesforce; historical information on raw material consumption; and providing better visibility into inventory levels.

The process to integrate Salesforce and DEAR Inventory 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.