Connect Cin7 Core Inventory and Salesforce to unlock the power of automation
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Set up your first integration
Quickly connect Cin7 Core Inventory to Salesforce with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Cin7 Core Inventory with Salesforce - no code necessary. See how you can get setup in minutes.
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.
You’re connected!
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.
- StatusRequired
Try ItTriggerInstant- StatusRequired
Try ItTriggerInstant- Sale Attachment Added
Triggers when an attachment is added to a sale
Try ItTriggerInstant - New Sale
Triggers when a new sale is created.
Try ItTriggerInstant
- StatusRequired
Try ItTriggerInstant- Sale Additional Info Added
Triggers when an additional information is added to a sale
Try ItTriggerInstant - Event TypeRequired
Try ItTriggerInstant- Sale Credit Note Authorised
Triggers when a sales credit note authorised.
Try ItTriggerInstant
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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.
Business OwnerCreate 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 OpsTrack 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 ManagementLearn how to automate Salesforce on the Zapier blog
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.
