Bigin by Zoho CRM + DEAR Inventory Integration

Integrate Bigin by Zoho CRM to DEAR Inventory in one click, or tell Integrately AI how you want each order handled. Create deals, update customer profiles, log inventory details, and track your pipeline automatically.

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1.
  • Bigin by Zoho CRM
    Contact is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Contact is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Task is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Event is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Call is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Product is created in Bigin by Zoho CRM
  • 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
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2.
  • Bigin by Zoho CRM
    Search contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company by field in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    List contact deals by contact id in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get company by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create call in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get contact by ID in Bigin by Zoho CRM
  • 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

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Ready Workflows Ready Workflows for Bigin by Zoho CRM + DEAR Inventory Integration

Capture new sales, create corresponding deals, keep customer profiles updated, log stock levels, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
DEAR Inventory + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM contact for new DEAR Inventory customer

If you are using DEAR Inventory, then you may want to also use Bigin by Zoho 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 Bigin by Zoho 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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Bigin by Zoho CRM + DEAR Inventory Integration

Create DEAR Inventory customer for new Bigin by Zoho CRM contact

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

Create DEAR Inventory order for new Bigin by Zoho CRM deal

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

When you create a deal in Bigin by Zoho 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 Bigin by Zoho CRM and DEAR Inventory.
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DEAR Inventory + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM task for new DEAR Inventory payment

When you make a payment in DEAR Inventory, be sure to create a task in Bigin by Zoho CRM! 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 + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM 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 Bigin by Zoho CRM 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 Bigin by Zoho CRM + DEAR Inventory flow

Connect your CRM and inventory workflows with financial tools, team chat, marketing platforms, and spreadsheets to automate your entire business operations. Pick a combination and activate it in one click.

Bigin by Zoho CRM
DEAR Inventory
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ShopifyShopify (8)
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QuickBooks OnlineQuickBooks Online (8)
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MailchimpMailchimp (8)
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SlackSlack (8)
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Google SheetsGoogle Sheets (8)
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StripeStripe (8)
S
D
B
Add every new Shopify order to DEAR Inventory as a sale, and create a deal in Bigin by Zoho CRM
New Shopify orders instantly create sales in DEAR Inventory and deals in Bigin by Zoho CRM, eliminating manual order entry across your systems.
S
D
B
Create a DEAR Inventory customer for every new Shopify customer, and add a contact in Bigin by Zoho CRM
Shopify customer signups automatically populate DEAR Inventory and Bigin by Zoho CRM so your database stays unified.
S
D
B
When a Shopify product is updated, update the product in DEAR Inventory and update Bigin by Zoho CRM
Product updates in Shopify synchronize with DEAR Inventory and Bigin by Zoho CRM instantly.
D
S
B
Create a Shopify product for every DEAR Inventory product added, and log it in Bigin by Zoho CRM
New inventory items created in DEAR Inventory automatically generate products in Shopify and Bigin by Zoho CRM.
S
D
B
If a Shopify order is paid, authorize a sale invoice in DEAR Inventory and update Bigin by Zoho CRM
Paid Shopify orders trigger invoice authorization in DEAR Inventory and update deal records in Bigin by Zoho CRM.
S
D
B
When a Shopify fulfillment is created, authorize shipment in DEAR Inventory and update Bigin by Zoho CRM
Fulfillments in Shopify update DEAR Inventory shipments and progress deals in Bigin by Zoho CRM.
S
D
B
Use ChatGPT to analyze every Shopify order, update DEAR Inventory sales, and create Bigin by Zoho CRM tasks
ChatGPT analyzes incoming Shopify orders, updates DEAR Inventory sales, and schedules follow-up tasks in Bigin by Zoho CRM.
S
D
B
S
When a Shopify refund is processed, create a credit note in DEAR Inventory, update Bigin by Zoho CRM, and notify Slack
Refunds in Shopify generate DEAR Inventory credit notes, update Bigin by Zoho CRM deals, and alert your team on Slack.

Supported triggers and actions for Bigin by Zoho CRM and DEAR Inventory

Mix and match to build the exact automation you need

Bigin by Zoho CRM
Bigin by Zoho CRM Triggers & Actions
Contact is created in Bigin by Zoho CRM
Triggers the automation when a new contact is created
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Company is created in Bigin by Zoho CRM
Triggers the automation when a new company is created
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Company is updated in Bigin by Zoho CRM
Triggers the automation when a company is updated
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Contact is updated in Bigin by Zoho CRM
Triggers the automation when a contact is updated
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Deal is updated in Bigin by Zoho CRM
Triggers the automation when a deal is updated
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Deal is created in Bigin by Zoho CRM
Triggers the automation when a deal is created
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Task is created in Bigin by Zoho CRM
Triggers the automation when a new task is created
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Event is created in Bigin by Zoho CRM
Triggers the automation when a new event is created
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Call is created in Bigin by Zoho CRM
Triggers the automation when a new call is made
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Product is created in Bigin by Zoho CRM
Triggers the automation when a new product is created
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Search contact in Bigin by Zoho CRM
Finds and retrieves contact information
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Search company by field in Bigin by Zoho CRM
Finds information about a company
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Create deal in Bigin by Zoho CRM
Generates a new deal with
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Create contact in Bigin by Zoho CRM
Adds a new contact to the database
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Update contact in Bigin by Zoho CRM
Updates contact information with new details
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List contact deals by contact id in Bigin by Zoho CRM
Lists all deals associated with a contact by contact id
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Update deal in Bigin by Zoho CRM
Updates deal information based on new criteria or changes
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Search deal in Bigin by Zoho CRM
Retrieves and find a deal
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Search deal by ID in Bigin by Zoho CRM
Searches for a deal by its unique id
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Create company in Bigin by Zoho CRM
Generates a new company profile with given details
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Search company in Bigin by Zoho CRM
Finds information about a company
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Update company in Bigin by Zoho CRM
Updates company information
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Get company by ID in Bigin by Zoho CRM
Retrieves a company's details using its id
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Create task in Bigin by Zoho CRM
Creates a new task
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Search task in Bigin by Zoho CRM
Searches for a task
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Update task in Bigin by Zoho CRM
Updates the task with new information or changes
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Create call in Bigin by Zoho CRM
Initiates a call to the recipient
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Create event in Bigin by Zoho CRM
Adds a new contact to the contact list
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Update event in Bigin by Zoho CRM
Updates event details with the latest information
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Search event in Bigin by Zoho CRM
Conduct a search for events based on particular criteria
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Update product in Bigin by Zoho CRM
Updates product information
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Search product in Bigin by Zoho CRM
Searches for a product
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Create product in Bigin by Zoho CRM
Generates and launch new products
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Get contact by ID in Bigin by Zoho CRM
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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
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Instant
Stock level is updated in DEAR Inventory
Triggers the automation when the stock level changes
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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
Try it →

What can you automate with Bigin by Zoho CRM + DEAR Inventory?

Streamline your sales pipeline and inventory control with ready-made workflows designed for seamless data transfer.

What you can automate?
🔄
Create Bigin by Zoho CRM deals from authorized DEAR Inventory orders
Automatically generate a new deal in Bigin by Zoho CRM the moment an order is authorized in DEAR Inventory. Keep your sales pipeline updated without manual exports.
📋
Capture every customer detail across platforms
Map all customer attributes, addresses, and contact info from DEAR Inventory straight into Bigin by Zoho CRM. Maintain complete, unified profiles for every buyer.
🔔
Alert your team instantly on new sales
Notify your sales or warehouse staff the second a transaction clears or a shipment is authorized. Eliminate communication delays between departments.
🔀
Route deals based on order value or items
Trigger different workflows in Bigin by Zoho CRM depending on the specific items or total amount in your DEAR Inventory sales orders.
🔄
Keep records synchronized as statuses change
Update deal stages in Bigin by Zoho CRM automatically whenever sale invoices, shipments, or payments are authorized in DEAR Inventory.
🔍
Prevent duplicate entries with smart lookups
Search existing contacts and companies in Bigin by Zoho CRM before creating new records from DEAR Inventory transactions.
Handle cancellations, refunds, and voids effortlessly
Automatically update deals or create credit notes in Bigin by Zoho CRM and DEAR Inventory when sales are voided, undone, or refunded.
🔗
Extend your workflow to Slack or Google Sheets
Send automated team alerts in Slack or log summary rows in Google Sheets whenever your core Bigin by Zoho CRM and DEAR Inventory automation runs.
And much more...

Who is Bigin by Zoho CRM + DEAR Inventory integration for?

Teams managing sales pipelines alongside inventory and fulfillment operations benefit from automated data syncing, eliminating manual errors across both platforms.

Sales managers
Sales managers
Fulfillment leads
Fulfillment leads
Account executives
Account executives
E-commerce operators
E-commerce operators
Inventory coordinators
Inventory coordinators
Finance teams
Finance teams
📈
Sales managers
You're reviewing pipeline reports in Bigin by Zoho CRM but your stock and fulfillment numbers in DEAR Inventory are always out of sync, so the deal forecasts you rely on are constantly missing real-time inventory realities — connecting these apps means your sales stages update automatically and your revenue reporting stays accurate.
Fulfillment leads
You need to act fast when new sales close, and you find out too late because Bigin by Zoho CRM deals take hours to reach DEAR Inventory for picking and packing — with this integration, every won deal creates a DEAR Inventory sale instantly so your warehouse team can start packing right away.
🤝
Account executives
You answer to clients who want immediate confirmation of their orders, but you waste time checking between Bigin by Zoho CRM and DEAR Inventory by hand — automating both apps means your order updates push through immediately and client communications go out without delay.
📦
E-commerce operators
The order volume is too high for anyone to keep up by hand between Bigin by Zoho CRM and DEAR Inventory, leading to split customer profiles and missed stock levels — integrating these apps means customer and order records flow seamlessly without manual data entry.
👥
Inventory coordinators
You own the fulfillment step and depend on sales reps to hand over order details from Bigin by Zoho CRM, but incomplete handoffs leave you guessing what to pack in DEAR Inventory — connecting these apps means complete order payloads transfer automatically on every authorized transaction.
📋
Finance teams
You need a reliable history of sales and customer accounts but keep finding gaps between Bigin by Zoho CRM deals and DEAR Inventory invoices — with this integration, every financial record aligns perfectly across both platforms with zero missing entries.
Our team

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Why choose Integrately to automate Bigin by Zoho CRM + DEAR Inventory

Build and manage your Bigin by Zoho CRM + DEAR Inventory automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Bigin by Zoho CRM + DEAR Inventory 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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How Integrately Works?

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Frequently Asked Questions

How do I connect Bigin by Zoho CRM to DEAR Inventory?
Frequently Asked Questions
You can connect Bigin by Zoho CRM to DEAR Inventory in just 1 click using ready-made automations on Integrately, or by asking Integrately AI to build the integration for your team.
Can I automatically create DEAR Inventory sales from Bigin by Zoho CRM deals?
Frequently Asked Questions
Can I connect Bigin by Zoho CRM, DEAR Inventory, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bigin by Zoho CRM and DEAR Inventory?
Frequently Asked Questions
How does Bigin by Zoho CRM handle contact and deal updates in this integration?
Frequently Asked Questions
How are sales invoices and stock levels updated in DEAR Inventory?
Frequently Asked Questions
Do I need coding skills to set up Bigin by Zoho CRM and DEAR Inventory automations?
Frequently Asked Questions
Is the Bigin by Zoho CRM and DEAR Inventory integration free?
Frequently Asked Questions
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You Can Also Connect Bigin by Zoho CRM or DEAR Inventory With 1500+ Other Apps

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DEAR Inventory
Popular DEAR Inventory Integrations
Sync DEAR Inventory with eCommerce platforms, accounting software, and shipping tools to manage your supply chain effectively.