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DEAR Inventory + Odoo CRM Integrations

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

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 Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

Odoo CRM Integrations
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Best DEAR Inventory and Odoo CRM 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 Salesforce

    {{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 + Odoo CRM in easier way

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

    Triggers
  • New Customer OR Updated Customer

    Triggered when customers are created or updated.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    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 Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How DEAR Inventory & Odoo CRM 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 Odoo CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Odoo CRM 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 Odoo CRM

In this article, I am going to discuss about the DEAR Inventory and Odoo CRM integration.

DEAR Inventory is a web based inventory management software for small and medium sized businesses. It is a free open source software that can be used by all types of business organizations. This software allows users to manage their inventory in a better way. Managers can easily track their stock trends and immediately take action when they find a trend. The data is easier to access and more accurate. It improves the efficiency of the company. Odoo CRM is also an open source customer relationship management application. It is a flexible platform that allows organizations to manage their customer information from one place. It has modules like marketing, sales, finance, HR and others. In short, Odoo CRM allows companies to improve their customer relationship management process.

As we discussed earlier, both DEAR Inventory and Odoo CRM are open source software. They can be integrated with each other and form a single spution. The fplowing points explain how they can be integrated:

  • Users can easily manage their inventory and customers in a single system. They no longer need to switch between two different systems. This saves time and increases productivity.
  • Sellers can view their real-time inventory as well as the stock levels of their competitors. This helps them to manage their inventory in a better way. It helps them to improve their sales as well as increase profits.
  • Businesses can send their product orders automatically to the DEAR Inventory server without any human intervention. This reduces the time required to produce orders and ship them to customers and hence increases productivity and efficiency of the company.
  • Using DEAR Inventory and Odoo CRM together, users can easily import data from other applications using Odoo Xls Import module. It will help them to integrate the data from multiple sources into Odoo CRM. They can import data from applications like Microsoft Excel or CSV files if they want to perform customizations on the data before importing it into Odoo CRM.

I have provided some ideas on how DEAR Inventory and Odoo CRM can be used together effectively. These ideas will help you to get an idea on how these two systems can be integrated with each other. Hope that you will find them useful!

The process to integrate DEAR Inventory and Odoo CRM 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.