DEAR Inventory + Zoho CRM Integration

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

Free foreverFree forever.
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
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho 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
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for DEAR Inventory + Zoho CRM Integration

Capture customer details, update CRM records, alert your team, and track purchases, all in just one click.

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

Create Zoho CRM contact for new DEAR Inventory customer

If you are using DEAR Inventory, then you may want to also use 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 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?
See more
Zoho CRM + DEAR Inventory Integration

Create DEAR Inventory customer for new Zoho CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in 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 Zoho CRM and DEAR Inventory!
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your DEAR Inventory + Zoho CRM flow

Sync inventory data with customer interactions, notify your team across channels, and trigger instant follow-up actions. Pick a combination and activate it in one click.

DEAR Inventory
Zoho CRM
+
ShopifyShopify (3)
+
XeroXero (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
StripeStripe (3)
D
Z
S
When a customer is created in DEAR Inventory, create or update a contact in Zoho CRM, and create a customer in Shopify.
New DEAR Inventory customers appear in Zoho CRM instantly and create a matching profile in Shopify, so your sales and store data stay aligned.
D
Z
S
When an order is authorized in DEAR Inventory, create a module entry in Zoho CRM, and create an order in Shopify.
Authorized DEAR Inventory orders instantly update Zoho CRM and register in Shopify, ensuring seamless order visibility.
D
Z
S
When a stock level is updated in DEAR Inventory, search module entry in Zoho CRM, and update product inventory in Shopify.
Inventory adjustments in DEAR Inventory automatically verify Zoho CRM records and update stock quantities in Shopify.

Supported triggers and actions for DEAR Inventory and Zoho 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
Try it →
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
Try it →
Instant
Sale is backordered in DEAR Inventory
Triggers the automation when a sale is backordered
Try it →
Instant
Supplier is created/ updated in DEAR Inventory
Triggers the automation when a supplier is created or updated
Try it →
Instant
Credit note is authorized in DEAR Inventory
Triggers the automation when a credit note is authorized
Try it →
Instant
Customer is created/ updated in DEAR Inventory
Triggers the automation when a new customer is created or an existing customer is updated
Try it →
Instant
Full payment is created in DEAR Inventory
Triggers the automation when full payment is received
Try it →
Instant
Attachment is added to sale in DEAR Inventory
Triggers the automation when any attachment is added to a sale
Try it →
Search sale in DEAR Inventory
Retrieves details of a sale
Try it →
Create sale in DEAR Inventory
Creates a new sale entry
Try it →
Update sale in DEAR Inventory
Updates sale information
Try it →
Add attachment to sale in DEAR Inventory
Attach sale information to email responses
Try it →
Create customer in DEAR Inventory
Adds a new customer to the database
Try it →
Update customer in DEAR Inventory
Updates a customer's information
Try it →
Search customer in DEAR Inventory
Locates and retrieves customer information
Try it →
Create stock adjustment in DEAR Inventory
Adjust stock levels in response to inventory changes
Try it →
Search product availability in DEAR Inventory
Searches for product availability
Try it →
Add pack to sale in DEAR Inventory
Adds a designated pack to a sale order
Try it →
Add shipment to sale in DEAR Inventory
Updates sales information with corresponding shipment details
Try it →
Create supplier in DEAR Inventory
Creates a new supplier record
Try it →
Update supplier in DEAR Inventory
Updates the supplier information
Try it →
Search supplier in DEAR Inventory
Searches for a supplier
Try it →
Create product in DEAR Inventory
Generates and launch new products
Try it →
Update product in DEAR Inventory
Updates product information
Try it →
Search product in DEAR Inventory
Searches for a product
Try it →
Add payment to sale in DEAR Inventory
Processes payment and updates sale transaction
Try it →
Search sale payments in DEAR Inventory
Searches for sale payments
Try it →
Search Sale Invoice in DEAR Inventory
Retrieves details of a sale invoice
Try it →
Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
Try it →
Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
Try it →
Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
Try it →
Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
Try it →
Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
Try it →
Lead is created in Zoho CRM
Triggers the automation when a new lead is created
Try it →
Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
Try it →
User is created in Zoho CRM
Triggers the automation when a new user is created
Try it →
Create or Update Lead in Zoho CRM
Try it →
Add attachment in Zoho CRM
Adds an attachment to an email or message
Try it →
Create module entry in Zoho CRM
Creates a new entry in a module
Try it →
Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
Try it →
Update module entry in Zoho CRM
Updates the information for a module entry
Try it →
Search module entry in Zoho CRM
Searches for a module entry
Try it →
Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
Try it →
Create or Update Contact in Zoho CRM
Adds or update contact information
Try it →
Search contact in Zoho CRM
Finds and retrieves contact information
Try it →
Convert lead in Zoho CRM
Convert potential leads into customers
Try it →
Search lead in Zoho CRM
Retrieves information for a particular lead
Try it →
Add note to module entry in Zoho CRM
Adds a note to a module entry
Try it →
Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
Try it →

What can you automate with DEAR Inventory + Zoho CRM?

Streamline your inventory and customer management with powerful multi-app automation workflows.

What you can automate?
🔄
Sync customers and orders between systems
Automatically create or update Zoho CRM contacts whenever a new customer or order is authorized in DEAR Inventory. Eliminate double-entry and maintain a single source of truth for all buyer interactions.
📋
Capture every submitted custom field
Map detailed order attributes and custom customer inputs from DEAR Inventory directly into Zoho CRM module entries. Your CRM records capture complete transactional context for every account.
🔔
Alert your team instantly on key events
Notify sales reps or inventory managers the moment a sale invoice is authorized or a stock level changes. Keep all departments aligned without manual status checks.
🔀
Route records based on order details
Trigger different actions depending on specific criteria like order value, customer tier, or product categories. Ensure high-value transactions receive priority attention in your CRM.
🔄
Keep CRM records updated as inventory changes
Automatically update Zoho CRM entries when tracking numbers change or shipments are authorized in DEAR Inventory. Ensure customer files reflect the latest fulfillment status.
👥
Prevent duplicate customer profiles
Use search and upsert logic to match existing contacts before creating new entries in Zoho CRM. Keep your database clean and free of redundant customer records.
💳
Manage refunds and credit notes smoothly
Automatically update Zoho CRM records when credit notes or partial payments are authorized in DEAR Inventory. Keep financial tracking synchronized across departments.
🔗
Extend your workflow to accounting and messaging apps
Connect DEAR Inventory and Zoho CRM data with Shopify, Xero, Mailchimp, Slack, Gmail, or Stripe to build comprehensive multi-step business pipelines.
And much more...

Who is DEAR Inventory + Zoho CRM integration for?

Connecting DEAR Inventory and Zoho CRM ensures sales, inventory, and customer teams operate from unified data without manual updates.

Sales Operations Managers
Sales Operations Managers
Customer Support Leads
Customer Support Leads
Account Managers
Account Managers
Inventory Supervisors
Inventory Supervisors
Fulfillment Specialists
Fulfillment Specialists
Finance Auditors
Finance Auditors
📈
Sales Operations Managers
You're tracking customer orders in DEAR Inventory but your sales team updates Zoho CRM by hand, so the pipeline reports you're reviewing are always outdated — this integration means every new order updates your CRM instantly and your pipeline stays current.
Customer Support Leads
You manage client inquiries in Zoho CRM while shipping statuses live in DEAR Inventory, so you find out about delivery delays too late — automating both apps means support agents see fulfillment updates immediately and resolve tickets faster.
🤝
Account Managers
You answer to key clients who want real-time updates on their purchases, but pulling data across systems takes hours — with this integration, client purchase records sync automatically and your reporting meetings run smoothly.
📦
Inventory Supervisors
The volume of daily orders is too high for anyone to keep customer profiles synchronized by hand, leading to data gaps — connecting these apps means every inventory change creates clean CRM entries without manual backlog.
🔄
Fulfillment Specialists
You own the shipping step and depend on sales reps to hand over customer details from Zoho CRM, causing handover delays — this integration means order authorizations trigger fulfillment records instantly and operations start right away.
🗂️
Finance Auditors
You need a reliable history of transactions and keep finding gaps between customer invoices and CRM records — automating both apps means every transaction writes accurate audit trails across both platforms.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate DEAR Inventory + Zoho CRM

Build and manage your DEAR Inventory + Zoho 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 + Zoho 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect DEAR Inventory to Zoho CRM?
Frequently Asked Questions
You can connect DEAR Inventory to Zoho CRM in 1 click using ready templates or Integrately AI, linking your customer data, orders, and inventory with platforms like Shopify, Xero, and Slack.
Can I automatically sync DEAR Inventory orders with Zoho CRM contacts?
Frequently Asked Questions
Can I connect DEAR Inventory, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for DEAR Inventory and Zoho CRM?
Frequently Asked Questions
How does DEAR Inventory handle customer creation and updates here?
Frequently Asked Questions
How does Zoho CRM handle module entries from DEAR Inventory?
Frequently Asked Questions
Can I automate DEAR Inventory and Zoho CRM without coding?
Frequently Asked Questions
Is the DEAR Inventory and Zoho CRM integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

DEAR Inventory
Popular DEAR Inventory Integrations
Connect DEAR Inventory with inventory, eCommerce, and fulfillment tools to streamline your stock operations.
Zoho CRM
Popular Zoho CRM Integrations
Sync Zoho CRM with marketing, support, and billing platforms to enhance your customer relationship workflows.
See All
Zoho CRM Integrations arrow right
No popular apps found