DEAR Inventory + Kylas CRM Integration

Integrate DEAR Inventory to Kylas CRM in one click, or tell Integrately AI how you want each customer handled. Capture new customers, create leads in your CRM, alert your sales team, and trigger follow-ups 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
  • Kylas CRM
    Lead is created in Kylas CRM Instant
  • Kylas CRM
    Lead is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is created in Kylas CRM Instant
  • Kylas CRM
    Deal is updated in Kylas CRM Instant
  • Kylas CRM
    Deal is created in Kylas CRM Instant
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
  • Kylas CRM
    Create contact in Kylas CRM
  • Kylas CRM
    Create Lead in Kylas CRM
  • Kylas CRM
    Create deal in Kylas CRM
  • Kylas CRM
    Create company in Kylas CRM

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Ready Workflows Ready Workflows for DEAR Inventory + Kylas CRM Integration

Capture customer details, create leads, update CRM records, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
DEAR Inventory + Kylas CRM Integration

Create Kylas CRM contact for new DEAR Inventory customer

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

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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Kylas CRM + DEAR Inventory Integration

Create DEAR Inventory customer for new Kylas CRM contact

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

Create DEAR Inventory order for new Kylas CRM deal

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

When you create a deal in Kylas CRM, 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 Kylas CRM and DEAR Inventory.
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Connect more apps to your DEAR Inventory + Kylas CRM flow

Connect your inventory and sales data with finance, messaging, and eCommerce platforms to keep operations running smoothly. Pick a combination and activate it in one click.

DEAR Inventory
Kylas CRM
+
ShopifyShopify (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
+
StripeStripe (4)
S
D
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Create a DEAR Inventory sale and a Kylas CRM lead when a new Shopify order is placed
Every Shopify order automatically generates a sale in DEAR Inventory and a lead in Kylas CRM, eliminating manual order entry across systems.
S
D
K
Add Shopify customers as DEAR Inventory customers and create Kylas CRM contacts instantly
New Shopify customers sync into DEAR Inventory and Kylas CRM automatically, keeping your customer database unified.
S
D
K
When a Shopify order is updated, update the matching DEAR Inventory sale and Kylas CRM deal
Order updates in Shopify reflect in DEAR Inventory sales and Kylas CRM deals without manual edits.
S
D
K
Use ChatGPT to categorise Shopify orders, create DEAR Inventory sales, and add Kylas CRM deals
AI analyses Shopify order items, creates DEAR Inventory sales, and logs corresponding deals in Kylas CRM.

Supported triggers and actions for DEAR Inventory and Kylas CRM

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
Try it →
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
Try it →
Instant
Quote is authorized in DEAR Inventory
Triggers the automation when a quote is authorized
Try it →
Instant
Shipment tracking number is changed in DEAR Inventory
Triggers the automation when a shipment tracking number changes
Try it →
Instant
Sale pick is authorized in DEAR Inventory
Triggers the automation when a sale pick is authorized
Try it →
Instant
Additional info is added to sale in DEAR Inventory
Triggers the automation when additional information is added to a sale
Try it →
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
Try it →
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
Try it →
Kylas CRM
Kylas CRM Triggers & Actions
Instant
Lead is created in Kylas CRM
Triggers the automation when a new lead is created
Try it →
Instant
Lead is updated in Kylas CRM
Triggers the automation when the lead information is updated
Try it →
Instant
Contact is updated in Kylas CRM
Triggers the automation when a contact is updated
Try it →
Instant
Contact is created in Kylas CRM
Triggers the automation when a new contact is created
Try it →
Instant
Deal is updated in Kylas CRM
Triggers the automation when a deal is updated
Try it →
Instant
Deal is created in Kylas CRM
Triggers the automation when a deal is created
Try it →
Create contact in Kylas CRM
Adds a new contact to the database
Try it →
Create Lead in Kylas CRM
Generates new leads for potential customers
Try it →
Create deal in Kylas CRM
Generates a new deal with
Try it →
Create company in Kylas CRM
Generates a new company profile with given details
Try it →

What can you automate with DEAR Inventory + Kylas CRM?

Streamline your inventory management and sales pipeline with robust, automated workflows.

What you can automate?
🔄
Sync customers between DEAR Inventory and Kylas CRM
Automatically create or update customer profiles in Kylas CRM whenever a new customer is added in DEAR Inventory, keeping your database unified.
📋
Capture every submitted customer field
Map all available contact details, addresses, and custom attributes from DEAR Inventory sales directly into Kylas CRM deal records.
🔔
Alert your team instantly on order creation
Trigger instant team notifications and deal creations the moment a sale or order is authorized in DEAR Inventory.
🔀
Route records based on submitted order values
Create high-value deals for enterprise orders while routing standard orders to regular pipelines based on order total conditions.
⏱️
Keep CRM deals updated as inventory changes
Automatically update deal stages in Kylas CRM whenever shipments are authorized or stock levels change in DEAR Inventory.
🔍
Search and update existing records
Search existing customer and product records before creating entries to prevent duplicate profiles across both systems.
💳
Handle credit notes and status changes
Update CRM deal stages and log financial adjustments automatically when sale quotes, credit notes, or payments are processed.
🔗
Extend your workflow to external apps
Connect your core DEAR Inventory and Kylas CRM flow with Google Sheets, Slack, or Gmail to notify teams and log external reports.
And much more...

Who is DEAR Inventory + Kylas CRM integration for?

Inventory managers and sales representatives who need customer data and sales records moving between systems without manual entry errors.

Inventory managers
Inventory managers
Sales representatives
Sales representatives
Account managers
Account managers
eCommerce operators
eCommerce operators
Sales operations leads
Sales operations leads
Finance coordinators
Finance coordinators
📈
Inventory managers
You're tracking stock levels and customer orders in DEAR Inventory but your sales metrics only update when someone manually exports records, so the inventory reports you're reviewing against are always a few hours behind — this integration means every new sale lands in your CRM instantly and your data stays current.
Sales representatives
You need to follow up on new customer purchases immediately, but you find out about closed orders too late because order details sit in separate inventory logs — connecting these apps means every authorized sale creates a CRM lead instantly and your outreach starts right away.
📊
Account managers
You answer to clients who want to see their fulfillment progress and account status updated in real time, but manual data transfers cause frustrating delays — with this integration, every inventory update reflects in your CRM immediately and your client reviews run smoothly.
🛒
eCommerce operators
The volume of daily orders is too high for anyone to keep inventory logs and CRM records synchronized by hand, leading to missed customer touchpoints — automating both apps means every order and customer profile syncs automatically and your pipeline never falls behind.
🤝
Sales operations leads
You own the sales pipeline and depend on inventory teams to hand over new account details before you can assign reps, but manual handoffs cause bottlenecks — this integration means customer creation in inventory triggers CRM record creation instantly.
📑
Finance coordinators
You need a reliable financial and customer history, but you keep finding gaps between authorized invoices and CRM deal stages due to manual record-keeping errors — automating both apps means every financial event updates your CRM records reliably.
Our team

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Why choose Integrately to automate DEAR Inventory + Kylas CRM

Build and manage your DEAR Inventory + Kylas CRM 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 + Kylas CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
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 Kylas CRM?
Frequently Asked Questions
You can connect DEAR Inventory to Kylas CRM in 1 click using ready workflows on Integrately or by asking Integrately AI to build the automation and map the fields.
Can I automatically create a Kylas CRM lead when a customer is created in DEAR Inventory?
Frequently Asked Questions
Can I connect DEAR Inventory, Kylas CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for DEAR Inventory and Kylas CRM?
Frequently Asked Questions
How does DEAR Inventory customer data sync with Kylas CRM?
Frequently Asked Questions
Can I update Kylas CRM deals when DEAR Inventory sale invoices are authorized?
Frequently Asked Questions
Do I need coding skills to automate DEAR Inventory and Kylas CRM?
Frequently Asked Questions
Is the DEAR Inventory and Kylas CRM integration free?
Frequently Asked Questions
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You Can Also Connect DEAR Inventory or Kylas CRM With 1500+ Other Apps

DEAR Inventory
Popular DEAR Inventory Integrations
Connect DEAR Inventory with accounting, shipping, and supplier management tools to keep inventory flowing.
Kylas CRM
Popular Kylas CRM Integrations
Connect Kylas CRM with email marketing, lead capture, and support tools to accelerate pipeline growth.
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Kylas CRM Integrations arrow right
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