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DEAR Inventory + Freshsales Integrations

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

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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Freshsales Integrations
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Best DEAR Inventory and Freshsales Integrations

  • DEAR Inventory Salesforce

    DEAR Inventory + Salesforce

    Add DEAR Inventory customers to Salesforce as new contacts Read More...
    When this happens...
    DEAR Inventory New Customer OR Updated Customer
     
    Then do this...
    Salesforce Create Record
    Maintain the accuracy of your customer datasets in your CRM and inventory management software. When a new customer is added to the DEAR Inventory, create a matching record in Salesforce so lead information can be sent directly to sales reps for follow up. Once active, this integration will automatically create a new contact in Salesforce for every new DEAR customer. This integration is perfect if you want to create your own personalized workflow of Salesforce data.
    How This DEAR - Salesforce Integration Works
    • A new customer is added to DEAR
    • Appy Pie Connect adds a new contact to Salesforce
    What You Need
    • DEAR account
    • Salesforce account
  • DEAR Inventory Slack

    Freshsales + Slack

    Send message in Slack when a new lead is created in Freshsales Read More...
    When this happens...
    DEAR Inventory New Lead
     
    Then do this...
    Slack Send Channel Message
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Slack integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Slack.
    How this Freshsales - Slack integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Slack
    What You Need
    • A Freshsales account
    • A Slack account
  • DEAR Inventory Gmail

    Freshsales + Gmail

    Welcome new Freshsales customers with personalized emails from Gmail Read More...
    When this happens...
    DEAR Inventory New Lead
     
    Then do this...
    Gmail Send Email
    Give your prospects a personalized welcome right from your Gmail account. Unlike the generic CRM welcome email, this integration will send a welcome message from your personal Gmail without the unsubscribe text at the bottom. After you set this integration up, we'll start watching your Freshsales. From then on, whenever a new lead is created in it, Appy Pie Connect will send them a personalized email from Gmail.
    How this Freshsales - Gmail integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends an email to the lead from Gmail
    What You Need
    • A Gmail account
    • A Freshsales account
  • DEAR Inventory Microsoft Teams

    Freshsales + Microsoft Teams

    Send message in Microsoft Teams Channel when a new lead is created in Freshsales Read More...
    When this happens...
    DEAR Inventory New Lead
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Microsoft Teams integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Microsoft Teams Channel.
    How this Freshsales - Microsoft Teams integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Microsoft Teams
    What You Need
    • A Freshsales account
    • A Microsoft Terams account
  • DEAR Inventory Freshsales

    Google Forms + Freshsales

    Create Freshsales leads from new Google Forms submissions Read More...
    When this happens...
    DEAR Inventory New Response in Spreadsheet
     
    Then do this...
    Freshsales Create Lead

    If you're using Google Forms to capture new leads, this Connect is perfect for you. Once you have set this integration up, we’ll automatically create a new lead on Freshsales with the details from every new response you receive on Google Forms. This integration is a great way to keep your CRM contact list updated to help you expand your business.

    Note: You need a live form that's been set up to collect responses in a spreadsheet, for using this integration.

    How this Google Forms - Freshsales integration works
    • Someone fills out your Google Forms form
    • Appy Pie Connect automatically creates a new lead in Freshsales
    What You Need
    • A Google account
    • A Freshsales account
  • DEAR Inventory Freshsales

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    DEAR Inventory {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect DEAR Inventory + Freshsales in easier way

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

    Triggers
  • New Customer OR Updated Customer

    Triggered when customers are created or updated.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

    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.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How DEAR Inventory & Freshsales Integrations Work

  1. Step 1: Choose DEAR Inventory as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate DEAR Inventory with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Freshsales as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Freshsales with Appy Pie Connect.

    (2 minutes)

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

Integration of DEAR Inventory and Freshsales

I will first explain what DEAR Inventory is. Then I will discuss how Freshsales integrates with DEAR Inventory to become an effective tracking process. Finally, I will give a conclusion for this article.

DEAR stands for the four types of documents that must be included in every order that is shipped. Those four types are:

D - Descriptions

E - Expected shipping date

A - Actual shipping date

R - Receipts

If you would like to learn more about DEAR Inventory, please visit this website. https://www.dearinventory.com/what-is-dear/

Now I will discuss Freshsales and how it can help your business grow by integrating with DEAR Inventory.

Freshsales is a software that allows you to track your sales opportunities, close deals, and monitor your pipeline. It gives you up to date information, so that you can take full advantage of all your sales opportunities.

Today, there are many ways to sell online, but Freshsales is the only product that combines email automation, CRM, and marketing automation into one powerful package. This enables users to build world-class email campaigns and nurture their leads through the entire funnel to close more deals faster. Freshsales is the best top for closing more deals faster using email marketing, contact management, and sales analytics. Learn more at http://www.freshsales.com/

Freshsales has a Chrome Extension that can integrate with DEAR Inventory. This integration will allow you to create a seamless process from the moment a customer places their order until they receive it in the mail. When Freshsales is used with DEAR Inventory, it will help your business grow.

When a customer buys an item from your website or sends you an email sales request, the order is sent to DEAR Inventory. In DEAR Inventory it is organized based on the receipt date of the items. When the items have been packaged and ready to be shipped out, a notification is automatically sent from Freshsales to DEAR Inventory. DEAR Inventory then ships the order. After it has been shipped, a notification is sent from DEAR Inventory to Freshsales. Freshsales then marks the order as completed in Freshsales. As soon as the package is delivered to the customer, another notification is sent from DEAR inventory to Freshsales. Freshsales then marks the order complete in Freshsales. This not only helps keep track of orders, but also helps businesses grow because it reduces mistakes and miscommunication between employees and customers. It also reduces the amount of time needed for employees to manually send out notifications when an order has been shipped and received by a customer. This makes it easier for employees to spend their time doing other things like contacting customers and selling products instead of spending their time sending out emails and checking if they have been delivered or not. Also, this will help increase profits because less mistakes will be made due to the fact that employees won't accidentally send an item twice or miss sending an item which could end up costing them money in return costs they must pay to the customer if they want them to resend the item back to them or refund their money for missing items or if they want them to send it back themselves for free or for a reduced price. With these two things in mind, we see how integrating DEAR Inventory and Freshsales can help businesses grow in different ways and in many aspects of their business such as increasing profits and reducing mistakes when dealing with customers' orders. By integrating DEAR Inventory and Freshsales together, businesses can save time and money by reducing mistakes and increasing profits with efficient work processes and by having automated notifications between DEAR Inventory and Freshsales

The process to integrate DEAR Inventory and Freshsales 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.