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Get Started FreeTriggered when customers are created or updated.
Triggers when a new lead is created.
Triggers when a new user is created.
Create Sales Invoice
Create a new sale.
Create Sales order.
Creates a sales quote.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Triggered when customers are created or updated.
Triggers when a new lead is created.
Triggers when a new user is created.
Create Sales Invoice
Create a new sale.
Create Sales order.
Creates a sales quote.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Choose DEAR Inventory as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Customerly as the action app from the list.
Connect your Customerly account & authenticate it.
Select the data you want to send from DEAR Inventory to Customerly & your AI Agent is ready!
New Customer OR Updated Customer
Add User Tag
New Customer OR Updated Customer
Create or Update Lead
New Customer OR Updated Customer
Create or Update User
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.
Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
The integration between DEAR Inventory and Customerly is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating DEAR Inventory with Customerly , one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the DEAR Inventory-Customerly integration:
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