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Cin7 Core Inventory
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Cin7 Core Inventory
1. Choose trigger event
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2. Choose action
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1. Select the event
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Cin7 Core Inventory
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Customer / Updated Customer" from Cin7 Core Inventory.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

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Zapier seamlessly connects Cin7 Core Inventory and Salesforce, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Status
      Required
    Trigger
    Instant
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    • Status
      Required
    Trigger
    Instant
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  • Cin7 Core Inventory triggers, actions, and search
    Sale Attachment Added

    Triggers when an attachment is added to a sale

    Trigger
    Instant
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    • Status
      Required
    Trigger
    Instant
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  • Cin7 Core Inventory triggers, actions, and search
    Sale Additional Info Added

    Triggers when an additional information is added to a sale

    Trigger
    Instant
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    • Event Type
      Required
    Trigger
    Instant
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  • Cin7 Core Inventory triggers, actions, and search
    Sale Credit Note Authorised

    Triggers when a sales credit note authorised.

    Trigger
    Instant
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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Cin7 Core Inventory and Salesforce

Sync new customers between platforms

When a new customer is created or updated in Cin7 Core Inventory, Zapier ensures the customer details are added or updated in Salesforce. This ensures that both systems are up-to-date, reducing manual data entry and preventing mismatched records.

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Create new products for marketing promotions

As soon as products are created or updated in Cin7 Core Inventory, Zapier can push this product information into Salesforce leads. This gives marketers the latest product details to generate relevant promotions and campaigns.

Marketing & Marketing Ops
Track new Salesforce deals in inventory

When a new opportunity is created in Salesforce, Zapier automatically creates a corresponding record in Cin7 Core Inventory. This improves inventory planning and ensures accurate alignment between sales projections and inventory management.

Project Management

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Frequently Asked Questions about Cin7 Core Inventory + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Cin7 Core Inventory and Salesforce

How do I integrate Cin7 Core Inventory with Salesforce?

To integrate Cin7 Core Inventory with Salesforce, use our Zapier platform to create a 'Zap' that connects the two applications. You can set triggers in Cin7 Core, such as when a new product is added or when inventory runs low. These triggers can initiate actions in Salesforce, like creating or updating a record.

What are some common triggers for Cin7 Core Inventory in this integration?

Common triggers include adding a new product, inventory level changes, sales order creation, and updates to existing inventory items. These triggers can then drive actions within Salesforce.

Can I update Salesforce records from changes in my Cin7 Core Inventory?

Yes, you can update Salesforce records based on changes happening in your Cin7 Core Inventory by setting up appropriate triggers and actions within our integration setup.

Are there any pre-built Zaps available for this integration?

We have several pre-built Zaps that facilitate the common interactions between Cin7 Core and Salesforce. You can explore these templates as starting points and customize them as needed to suit your specific workflow requirements.

What kind of actions can be initiated in Salesforce from Cin7 Core triggers?

Actions such as creating or updating records, sending notifications to team members, and managing task assignments are some functions that can be initiated within Salesforce based on triggers from Cin7 Core.

Is it possible to send alerts in Salesforce based on inventory levels in Cin7 Core?

Yes, you can configure the integration to send alerts within Salesforce when inventory levels meet certain conditions in your Cin7 Core platform. This involves setting up appropriate triggers in your Zap configuration.

How do I troubleshoot issues with my Zap integrations between Cin7 Core Inventory and Salesforce?

If you encounter issues with your Zap integrations, first ensure that all credentials are correctly set up, review each step of your Zap for accuracy against expected logic flows, and refer to any error messages provided. Our support documentation provides additional guidance tailored for troubleshooting specific issues.

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About Cin7 Core Inventory
Cin7 Core Inventory is an all in one holistic solution for Inventory Management, POS & B2B eCommerce. Easily manage all your inventory, purchases, sales, suppliers and customers in one easy to use system.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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