Connect Cin7 Core Inventory and Zoho CRM to power AI-driven automation
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Start with a template that brings Cin7 Core Inventory and Zoho CRM together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Cin7 Core Inventory with Zoho CRM - 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 Attachment" in Zoho CRM.
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Zapier seamlessly connects Cin7 Core Inventory and Zoho CRM, 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 Zoho CRM
Sync customer data between Zoho CRM and Cin7 Core Inventory
When a new customer is added or updated in Zoho CRM, Zapier ensures the customer data is automatically updated in Cin7 Core Inventory. This eliminates manual data entry, reduces the risk of errors, and ensures your customer information is consistent across platforms, improving operational efficiency.
Business OwnerTrack inventory changes for analysis
Whenever stock levels are updated in Cin7 Core Inventory, Zapier creates a new custom entry in Zoho CRM to track inventory changes. This allows data analysts to monitor inventory trends over time, enabling better demand forecasting and inventory optimization strategies.
Data ScienceLearn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Cin7 Core Inventory + Zoho CRM 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 Zoho CRM
What information can be synced between Cin7 Core Inventory and Zoho CRM?
We can sync product details, inventory levels, orders, customer data, and sales information. When a new product is added to Cin7 Core Inventory, it can trigger the creation of the same product in Zoho CRM.
How do triggers and actions work in integrating Cin7 Core with Zoho CRM?
Triggers are events in Cin7 like a new order or updated inventory that start a workflow. Actions are tasks completed in Zoho CRM such as creating or updating contacts or deals based on those triggers.
Can we update existing inventory records in Zoho CRM when changes occur in Cin7 Core Inventory?
Yes, through our integration, any updates to inventory records in Cin7 will automatically update the corresponding records in Zoho CRM.
Is it possible to create new customer records in Zoho CRM based on entries from Cin7 Core?
Yes, a trigger for new customer data in Cin7 can automatically create a new contact record in Zoho CRM.
What happens if there are duplicate entries during sync between Cin7 and Zoho CRM?
Our integration checks for duplicates before syncing. If duplicates are detected during a trigger action event, the integration will update the existing entry rather than creating a duplicate entry.
Are there limits on how frequently data is synced between the systems?
While we aim to keep data as current as possible with real-time syncing capabilities using triggers from Cin7 events, there may be constraints due to API rate limits imposed by either system.
Will I receive any notifications if an error occurs during the synchronization process?
Yes, we provide email notifications alerting you of any errors encountered during synchronization. This helps ensure you can take prompt action if necessary.
