DEAR Inventory + EngageBay CRM Integration

Integrate DEAR Inventory to EngageBay CRM in one click, or tell Integrately AI how you want each customer handled. Sync customer records, update deals, alert your sales team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • EngageBay CRM
    Contact is created in EngageBay CRM
  • EngageBay CRM
    Contact is updated in EngageBay CRM
  • EngageBay CRM
    Owner is created in EngageBay CRM
  • EngageBay CRM
    Deal is created in EngageBay CRM
  • EngageBay CRM
    Deal is updated in EngageBay CRM
  • EngageBay CRM
    Form is submitted in EngageBay CRM
  • EngageBay CRM
    List is created in EngageBay CRM
  • EngageBay CRM
    Company is created in EngageBay CRM
  • EngageBay CRM
    Company is updated in EngageBay CRM
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
  • EngageBay CRM
    Create a contact in EngageBay CRM
  • EngageBay CRM
    Update contact in EngageBay CRM
  • EngageBay CRM
    Search contact by email in EngageBay CRM
  • EngageBay CRM
    Add tag to a contact in EngageBay CRM
  • EngageBay CRM
    Remove tag from contact in EngageBay CRM
  • EngageBay CRM
    Search contact in EngageBay CRM
  • EngageBay CRM
    Add contact to a form in EngageBay CRM
  • EngageBay CRM
    Create a company in EngageBay CRM
  • EngageBay CRM
    Search company in EngageBay CRM

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Ready Workflows Ready Workflows for DEAR Inventory + EngageBay CRM Integration

Create contacts, update company details, track deals, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your DEAR Inventory + EngageBay CRM flow

Connect customer data to inventory records, send automated marketing updates, and log financial transactions across your tools. Pick a combination and activate it in one click.

DEAR Inventory
EngageBay CRM
+
ShopifyShopify (4)
+
MailchimpMailchimp (4)
+
XeroXero (4)
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
S
D
E
Create a DEAR Inventory order from every new Shopify order, and create a contact in EngageBay CRM
Shopify orders instantly generate inventory records in DEAR Inventory and new contacts in EngageBay CRM, keeping your sales and fulfillment aligned.
S
D
E
When a Shopify customer is created, create a customer in DEAR Inventory and add a contact in EngageBay CRM
New Shopify customer profiles flow directly into DEAR Inventory and EngageBay CRM without manual copying.
S
D
E
Update the deal in EngageBay CRM when a Shopify order is fulfilled and update shipment in DEAR Inventory
Fulfilled Shopify orders update your DEAR Inventory shipment records and advance deals in EngageBay CRM.
S
C
D
E
Use ChatGPT to summarise new Shopify orders, create DEAR Inventory sales, and log EngageBay CRM contacts
ChatGPT analyses Shopify order notes before DEAR Inventory logs the sale and EngageBay CRM saves the contact.

Supported triggers and actions for DEAR Inventory and EngageBay 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
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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
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EngageBay CRM
EngageBay CRM Triggers & Actions
Contact is created in EngageBay CRM
Triggers the automation when a new contact is created
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Contact is updated in EngageBay CRM
Triggers the automation when a contact is updated
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Owner is created in EngageBay CRM
Triggers the automation when a new owner is created
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Deal is created in EngageBay CRM
Triggers the automation when a deal is created
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Deal is updated in EngageBay CRM
Triggers the automation when a deal is updated
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Form is submitted in EngageBay CRM
Triggers the automation when a form is filled
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List is created in EngageBay CRM
Triggers the automation when a new list is created
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Company is created in EngageBay CRM
Triggers the automation when a new company is created
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Company is updated in EngageBay CRM
Triggers the automation when a company is updated
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Create a contact in EngageBay CRM
Adds a new contact to the contact list
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Update contact in EngageBay CRM
Updates contact information with new details
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Search contact by email in EngageBay CRM
Finds and retrieves contact information using their email address
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Add tag to a contact in EngageBay CRM
Adds a tag to a contact
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Remove tag from contact in EngageBay CRM
Untag the contact
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Search contact in EngageBay CRM
Finds and retrieves contact information
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Add contact to a form in EngageBay CRM
Adds a new contact to a form
Try it →
Create a company in EngageBay CRM
Creates a new company record
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Search company in EngageBay CRM
Finds information about a company
Try it →

What can you automate with DEAR Inventory + EngageBay CRM?

Streamline your order fulfillment, customer management, and sales pipelines with powerful automated workflows.

What you can automate?
🔄
Sync customer creation across platforms
Automatically create a contact in EngageBay CRM whenever a customer is created in DEAR Inventory, keeping your sales team informed of new buyers instantly.
📋
Capture complete customer and order details
Transfer comprehensive order notes, product selections, and shipping addresses from DEAR Inventory directly into EngageBay CRM contact profiles.
🔔
Alert your team on shipment and order milestones
Trigger instant notifications in Slack or email whenever an order is authorized, a shipment is tracked, or stock levels are updated.
🔀
Route deals based on submitted customer fields
Apply conditional logic to assign high-value DEAR Inventory orders to specific account owners and update deal stages in EngageBay CRM.
📝
Keep inventory and CRM records up to date
Automatically update customer contact details and company records in EngageBay CRM whenever a profile is modified in DEAR Inventory.
🚫
Prevent duplicate records with smart search
Search existing customer and supplier records in DEAR Inventory before creating new entries in EngageBay CRM to maintain clean databases.
💳
Automate payment and invoice workflows
Record full or partial payments in DEAR Inventory and authorize credit notes automatically when financial transactions occur.
🌐
Extend your workflow to external apps
Connect your DEAR Inventory and EngageBay CRM data with Google Sheets, Slack, Xero, or Stripe for comprehensive business automation.
And much more...

Who is DEAR Inventory + EngageBay CRM integration for?

Operations managers, sales directors, and e-commerce leaders who need synchronized inventory records and customer data without manual reconciliation delays.

Sales Directors
Sales Directors
Fulfillment Managers
Fulfillment Managers
Account Managers
Account Managers
E-Commerce Operations Leads
E-Commerce Operations Leads
Customer Success Representatives
Customer Success Representatives
Inventory Controllers
Inventory Controllers
📈
Sales Directors
You report on quarterly sales performance and pipeline velocity, but your CRM deals and inventory stock numbers are always mismatched because entries happen manually — this integration means every authorized DEAR Inventory order updates your EngageBay CRM pipeline instantly and your reporting stays accurate.
Fulfillment Managers
You need to dispatch orders the moment payment clears, but you find out about new customer details hours after purchase — with this integration, every customer created in DEAR Inventory triggers instant contact synchronization in EngageBay CRM so your dispatch team never waits.
🤝
Account Managers
You answer to key clients who expect immediate updates on their order statuses and invoices, but tracking them across separate systems causes communication delays — automating both apps means every shipment update and invoice payment flows straight into your client records.
📦
E-Commerce Operations Leads
The volume of daily customer registrations and purchase orders is too high for anyone to keep up by hand, leading to duplicate entries and missing records — connecting these apps means customer creation and inventory updates happen seamlessly without human error.
🔗
Customer Success Representatives
You own customer onboarding and depend on sales to hand over accurate account profiles, but manual handoffs create frustrating gaps in your workflow — this integration means every new customer profile is populated across both platforms the second an account is established.
📊
Inventory Controllers
You need a reliable audit history of stock adjustments and customer purchases, but keep finding discrepancies between your warehouse logs and CRM notes — automating both apps means every stock level change and customer update is recorded without omission.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate DEAR Inventory + EngageBay CRM

Build and manage your DEAR Inventory + EngageBay 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 + EngageBay 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.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect DEAR Inventory to EngageBay CRM?
Frequently Asked Questions
You can connect DEAR Inventory to EngageBay CRM instantly using 1-click ready workflows on Integrately. Choose a pre-built template or ask Integrately AI to configure your custom synchronization with tools like Shopify, Slack, and Google Sheets.
Can I automatically sync new DEAR Inventory customers to EngageBay CRM?
Frequently Asked Questions
Can I connect DEAR Inventory, EngageBay CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for DEAR Inventory and EngageBay CRM?
Frequently Asked Questions
How does DEAR Inventory handle customer creation triggers?
Frequently Asked Questions
Can EngageBay CRM triggers update my DEAR Inventory stock and sales?
Frequently Asked Questions
Do I need coding skills to automate DEAR Inventory and EngageBay CRM?
Frequently Asked Questions
Is the DEAR Inventory and EngageBay CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect DEAR Inventory or EngageBay CRM With 1500+ Other Apps

DEAR Inventory
Popular DEAR Inventory Integrations
Connect DEAR Inventory to accounting, e-commerce, and logistics tools to manage your entire supply chain.
EngageBay CRM
Popular EngageBay CRM Integrations
Sync EngageBay CRM with marketing, email, and support platforms to nurture leads and close deals faster.