DEAR Inventory + Insightly Integration

If you have created a organisation in Insightly, 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.

If you are using DEAR Inventory, then you may want to also use Insightly 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 Insightly.

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?

When you make a payment in DEAR Inventory, be sure to create a task in Insightly! 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!

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 Insightly 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.

In order to keep your accounting and customer records in sync, when you create a contact in Insightly, 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 Insightly and DEAR Inventory!