DEAR Inventory + Freshworks CRM (Freshsales Suite) Integration

Integrate DEAR Inventory to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each customer handled. Sync customer details, update records, create deals, and streamline sales and inventory workflows automatically.

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1.
  • DEAR Inventory
    Order is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Sale invoice is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Stock level is updated in DEAR Inventory Instant
  • DEAR Inventory
    Shipment is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Quote is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Shipment tracking number is changed in DEAR Inventory Instant
  • DEAR Inventory
    Sale pick is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Additional info is added to sale in DEAR Inventory Instant
  • DEAR Inventory
    Sale is void/ undone in DEAR Inventory Instant
  • DEAR Inventory
    Sale pack is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Partial payment is created in DEAR Inventory Instant
  • DEAR Inventory
    Sale is backordered in DEAR Inventory Instant
  • DEAR Inventory
    Supplier is created/ updated in DEAR Inventory Instant
  • DEAR Inventory
    Credit note is authorized in DEAR Inventory Instant
  • DEAR Inventory
    Customer is created/ updated in DEAR Inventory Instant
  • DEAR Inventory
    Full payment is created in DEAR Inventory Instant
  • DEAR Inventory
    Attachment is added to sale in DEAR Inventory Instant
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
Arrow Right
2.
  • DEAR Inventory
    Search sale in DEAR Inventory
  • DEAR Inventory
    Create sale in DEAR Inventory
  • DEAR Inventory
    Update sale in DEAR Inventory
  • DEAR Inventory
    Add attachment to sale in DEAR Inventory
  • DEAR Inventory
    Create customer in DEAR Inventory
  • DEAR Inventory
    Update customer in DEAR Inventory
  • DEAR Inventory
    Search customer in DEAR Inventory
  • DEAR Inventory
    Create stock adjustment in DEAR Inventory
  • DEAR Inventory
    Search product availability in DEAR Inventory
  • DEAR Inventory
    Add pack to sale in DEAR Inventory
  • DEAR Inventory
    Add shipment to sale in DEAR Inventory
  • DEAR Inventory
    Create supplier in DEAR Inventory
  • DEAR Inventory
    Update supplier in DEAR Inventory
  • DEAR Inventory
    Search supplier in DEAR Inventory
  • DEAR Inventory
    Create product in DEAR Inventory
  • DEAR Inventory
    Update product in DEAR Inventory
  • DEAR Inventory
    Search product in DEAR Inventory
  • DEAR Inventory
    Add payment to sale in DEAR Inventory
  • DEAR Inventory
    Search sale payments in DEAR Inventory
  • DEAR Inventory
    Search Sale Invoice in DEAR Inventory
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)

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Ready Workflows Ready Workflows for DEAR Inventory + Freshworks CRM (Freshsales Suite) Integration

Sync customer data, create deals from new orders, update contacts, alert your sales team, and streamline your entire pipeline, all in just one click.

Most popular automationsmost-popular-automations
DEAR Inventory + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact for new DEAR Inventory customer

If you are using DEAR Inventory, then you may want to also use Freshworks CRM (Freshsales Suite) to manage your customer relationships. With the help of this automation, whenever you create a customer in DEAR Inventory, a corresponding contact will be created in Freshworks CRM (Freshsales Suite).

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Freshworks CRM (Freshsales Suite) + DEAR Inventory Integration

Create DEAR Inventory customer for new Freshworks CRM (Freshsales Suite) contact

In order to keep your accounting and customer records in sync, when you create a contact in Freshworks CRM (Freshsales Suite), this automation will automatically create a customer in DEAR Inventory.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Freshworks CRM (Freshsales Suite) and DEAR Inventory!
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Freshworks CRM (Freshsales Suite) + DEAR Inventory Integration

Create DEAR Inventory customer from new Freshworks CRM (Freshsales Suite) account

If you have created a account in Freshworks CRM (Freshsales Suite), it's important to create a customer in DEAR Inventory. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Freshworks CRM (Freshsales Suite) + DEAR Inventory Integration

Create DEAR Inventory order for new Freshworks CRM (Freshsales Suite) deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Freshworks CRM (Freshsales Suite) and DEAR Inventory work together to make accounting and bookkeeping simple.

When you create a deal in Freshworks CRM (Freshsales Suite), it will automatically create an order in DEAR Inventory. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Freshworks CRM (Freshsales Suite) and DEAR Inventory.
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DEAR Inventory + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) task for new DEAR Inventory payment

When you make a payment in DEAR Inventory, be sure to create a task in Freshworks CRM (Freshsales Suite)! This will ensure that your team is aware of the payment and can update the books as needed.

Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!
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DEAR Inventory + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) task for new DEAR Inventory customer

With the growth of DEAR Inventory, many companies are looking for ways to connect their DEAR Inventory account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Freshworks CRM (Freshsales Suite) every time a customer is created in DEAR Inventory.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Connect more apps to your DEAR Inventory + Freshworks CRM (Freshsales Suite) flow

Connect e-commerce platforms, accounting tools, and messaging channels to extend your automation capabilities. Pick a combination and activate it in one click.

DEAR Inventory
Freshworks CRM (Freshsales Suite)
+
ShopifyShopify (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
XeroXero (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
StripeStripe (4)
D
F
S
When an order is authorized in DEAR Inventory, create a contact in Freshworks CRM (Freshsales Suite) and create an order in Shopify.
Every authorized DEAR Inventory order automatically generates a Freshworks CRM contact and a Shopify order without manual entry.
D
F
S
When a customer is created or updated in DEAR Inventory, update the contact in Freshworks CRM (Freshsales Suite) and create a customer in Shopify.
Keep customer records updated across Freshworks CRM and Shopify whenever customer details change in DEAR Inventory.
D
F
S
When stock level is updated in DEAR Inventory, update the deal in Freshworks CRM (Freshsales Suite) and create a product in Shopify.
Synchronise inventory stock updates with Freshworks CRM deals and Shopify product catalogues instantly.
D
F
S
When a shipment is authorized in DEAR Inventory, create a task for a contact in Freshworks CRM (Freshsales Suite) and create an order in Shopify.
Automate fulfillment tracking by creating CRM tasks and Shopify orders when shipments are authorized.

Supported triggers and actions for DEAR Inventory and Freshworks CRM (Freshsales Suite)

Mix and match to build the exact automation you need

DEAR Inventory
DEAR Inventory Triggers & Actions
Instant
Order is authorized in DEAR Inventory
Triggers the automation when an order is authorized
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Instant
Sale invoice is authorized in DEAR Inventory
Triggers the automation when a sale invoice is authorized
Try it →
Instant
Stock level is updated in DEAR Inventory
Triggers the automation when the stock level changes
Try it →
Instant
Shipment is authorized in DEAR Inventory
Triggers the automation when a shipment is authorized
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Instant
Quote is authorized in DEAR Inventory
Triggers the automation when a quote is authorized
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Instant
Shipment tracking number is changed in DEAR Inventory
Triggers the automation when a shipment tracking number changes
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Instant
Sale pick is authorized in DEAR Inventory
Triggers the automation when a sale pick is authorized
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Instant
Additional info is added to sale in DEAR Inventory
Triggers the automation when additional information is added to a sale
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Instant
Sale is void/ undone in DEAR Inventory
Triggers the automation when a sale is voided or undone
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Instant
Sale pack is authorized in DEAR Inventory
Triggers the automation when a sale pack is authorized
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Instant
Partial payment is created in DEAR Inventory
Triggers the automation when payment is made partially
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Instant
Sale is backordered in DEAR Inventory
Triggers the automation when a sale is backordered
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Instant
Supplier is created/ updated in DEAR Inventory
Triggers the automation when a supplier is created or updated
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Instant
Credit note is authorized in DEAR Inventory
Triggers the automation when a credit note is authorized
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Instant
Customer is created/ updated in DEAR Inventory
Triggers the automation when a new customer is created or an existing customer is updated
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Instant
Full payment is created in DEAR Inventory
Triggers the automation when full payment is received
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Instant
Attachment is added to sale in DEAR Inventory
Triggers the automation when any attachment is added to a sale
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Search sale in DEAR Inventory
Retrieves details of a sale
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Create sale in DEAR Inventory
Creates a new sale entry
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Update sale in DEAR Inventory
Updates sale information
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Add attachment to sale in DEAR Inventory
Attach sale information to email responses
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Create customer in DEAR Inventory
Adds a new customer to the database
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Update customer in DEAR Inventory
Updates a customer's information
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Search customer in DEAR Inventory
Locates and retrieves customer information
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Create stock adjustment in DEAR Inventory
Adjust stock levels in response to inventory changes
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Search product availability in DEAR Inventory
Searches for product availability
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Add pack to sale in DEAR Inventory
Adds a designated pack to a sale order
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Add shipment to sale in DEAR Inventory
Updates sales information with corresponding shipment details
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Create supplier in DEAR Inventory
Creates a new supplier record
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Update supplier in DEAR Inventory
Updates the supplier information
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Search supplier in DEAR Inventory
Searches for a supplier
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Create product in DEAR Inventory
Generates and launch new products
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Update product in DEAR Inventory
Updates product information
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Search product in DEAR Inventory
Searches for a product
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Add payment to sale in DEAR Inventory
Processes payment and updates sale transaction
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Search sale payments in DEAR Inventory
Searches for sale payments
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Search Sale Invoice in DEAR Inventory
Retrieves details of a sale invoice
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Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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What can you automate with DEAR Inventory + Freshworks CRM (Freshsales Suite)?

Streamline your inventory management and sales pipeline with powerful automated workflows.

What you can automate?
🔄
Sync orders and create CRM deals automatically
Turn every authorized DEAR Inventory order into a Freshworks CRM deal instantly. Eliminate manual data entry and keep your sales pipeline updated in real time.
📋
Capture every submitted customer field
Map customer details, contact numbers, and company information accurately from DEAR Inventory into Freshworks CRM contacts without losing data.
🔔
Notify your team as soon as orders arrive
Alert your sales or fulfillment team on Slack the moment an order is authorized or a payment is received in DEAR Inventory.
🔀
Route records based on submitted deal values
Perform different actions in Freshworks CRM depending on the specific order value or customer tier submitted in DEAR Inventory.
🔄
Keep inventory and CRM records up to date
Automatically update existing contacts and deal stages in Freshworks CRM whenever stock levels or customer information changes in DEAR Inventory.
🚫
Add or update instead of creating duplicates
Check existing records before creating new entries in Freshworks CRM or DEAR Inventory, preventing duplicate customer profiles.
💳
Handle payments, invoices, and credit notes
Trigger automated deal updates and task creation when full payments, sale invoices, or credit notes are authorized in DEAR Inventory.
🔌
Extend flows to popular supporting apps
Connect your core automation flow to Slack, QuickBooks, or Mailchimp to notify teams, update ledgers, or sync marketing lists.
And much more...

Who is DEAR Inventory + Freshworks CRM (Freshsales Suite) integration for?

Inventory managers and sales leaders looking to eliminate manual data entry, align stock levels with customer deals, and streamline order processing workflows.

Inventory analysts
Inventory analysts
Sales representatives
Sales representatives
Account managers
Account managers
E-commerce directors
E-commerce directors
Fulfillment coordinators
Fulfillment coordinators
Finance leads
Finance leads
📈
Inventory analysts
You're tracking stock levels and sales reports across multiple platforms, but your inventory records only update when someone manually exports data, so the metrics you're reporting against are always delayed — this integration means every transaction updates instantly and your inventory data stays current.
Sales representatives
You need to act fast on new orders and customer updates, but you find out about closed deals too late because team notifications are manual — with this integration, every authorized order and new customer triggers instant CRM updates and team alerts.
🤝
Account managers
You answer to clients who want to see real-time progress on their orders and inventory fulfillment, but your systems are disconnected — with this integration, every fulfillment stage and deal update syncs automatically across your tools.
🏢
E-commerce directors
The order volume is too high for your team to keep up with manual data entry between inventory and CRM platforms, leading to frequent bottlenecks — this integration means orders and customer records flow seamlessly without manual oversight.
📦
Fulfillment coordinators
You own the shipping and stock adjustment steps and depend on sales reps to hand over order details, causing constant delays — automating both apps means authorized shipments and orders trigger immediate downstream tasks.
📋
Finance leads
You need a reliable history of invoices, payments, and credit notes, but you keep finding gaps between your sales and accounting ledgers — this integration means every payment and invoice is logged accurately across your financial stack.
Our team

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Why choose Integrately to automate DEAR Inventory + Freshworks CRM (Freshsales Suite)

Build and manage your DEAR Inventory + Freshworks CRM (Freshsales Suite) automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect DEAR Inventory + Freshworks CRM (Freshsales Suite) with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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20M+ Ready Automations
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AI that builds your automations
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24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect DEAR Inventory to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect DEAR Inventory to Freshworks CRM (Freshsales Suite) instantly using 1-click ready workflows or Integrately AI. It takes just minutes to set up your integration alongside tools like Shopify, Slack, and QuickBooks Online.
Can I automatically create Freshworks CRM deals from DEAR Inventory orders?
Frequently Asked Questions
Can I connect DEAR Inventory, Freshworks CRM (Freshsales Suite), and Slack?
Frequently Asked Questions
What is a good Zapier alternative for DEAR Inventory and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How does DEAR Inventory handle customer and order data updates here?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) sync information with DEAR Inventory?
Frequently Asked Questions
Do I need coding skills to automate DEAR Inventory and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Is the DEAR Inventory and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
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You Can Also Connect DEAR Inventory or Freshworks CRM (Freshsales Suite) With 1500+ Other Apps

DEAR Inventory
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Connect DEAR Inventory to e-commerce, shipping, and accounting tools to manage your inventory and fulfill orders efficiently.
Freshworks CRM (Freshsales Suite)
Popular Freshworks CRM (Freshsales Suite) Integrations
Sync Freshworks CRM (Freshsales Suite) with marketing, communication, and analytics platforms to nurture leads and close deals faster.