Connect Cin7 Core and Salesforce
Integrate Cin7 Core with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Contact to Campaign in Salesforce when When a new sale is created in Cin7 Core
Add Lead To Campaign in Salesforce when When a new sale is created in Cin7 Core
Create Attachment in Salesforce when When a new sale is created in Cin7 Core
Create Contact in Salesforce when When a new sale is created in Cin7 Core
Create Note in Salesforce when When a new sale is created in Cin7 Core
Popular Cin7 Core + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Cin7 Core
When this happens...
When a new sale is created
When a purchase is updated
When a customer is created or updated
When a product's available stock level changes
When a sales invoice is authorised
When a supplier is updated
When a product is updated
When a sale credit note is authorised
When a purchase order is authorised
Choose an action
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Add Contact to Campaign in Salesforce when When a new sale is created in Cin7 Core
Use this flowAdd Lead To Campaign in Salesforce when When a new sale is created in Cin7 Core
Use this flowCreate Attachment in Salesforce when When a new sale is created in Cin7 Core
Use this flowCreate Contact in Salesforce when When a new sale is created in Cin7 Core
Use this flowCreate Note in Salesforce when When a new sale is created in Cin7 Core
Use this flowUpdate Contact in Salesforce when When a new sale is created in Cin7 Core
Use this flowCreate Lead in Salesforce when When a new sale is created in Cin7 Core
Use this flowUpdate Lead in Salesforce when When a new sale is created in Cin7 Core
Use this flowCreate Account in Salesforce when When a new sale is created in Cin7 Core
Use this flowCreate Campaign in Salesforce when When a new sale is created in Cin7 Core
Use this flowSupported Triggers & Actions
Everything you can automate between Cin7 Core and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new sale is created
Runs the workflow automatically whenever a new sale is created in Cin7 Core.
When a purchase is updated
Runs the workflow automatically whenever a purchase is updated in your Cin7 Core account.
When a customer is created or updated
Runs the workflow automatically whenever a customer is created or updated in Cin7 Core.
When a product's available stock level changes
Runs the workflow automatically whenever any product's available stock level changes in the account.
When a sales invoice is authorised
Runs the workflow automatically whenever any sales invoice is authorised in the account.
When a supplier is updated
Runs the workflow automatically whenever any supplier is updated in the account.
Do thisActions
Action is the task that follows automatically within your Cin7 Core integrations.
Create Customer
Remove Default contact toggle and set Default: true in perform code
Update Customer
Update an existing customer's information, including addresses, contacts, and advanced account settings.
Find Products
Find products by name, SKU, ID, or modified date. Optionally include suppliers, BOM, stock movements, attachments, reorder levels, deprecated items, or custom prices.
Create Purchase Order
Create a purchase order to record supplier, item lines (SKU, quantity, price), taxes, and billing/shipping details in Cin7 Core.
List Purchases
List purchase orders in Cin7 Core with optional search filters
Add Supplier
Add a new supplier with contact, address, payment, tax, and account details.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Cin7 Core
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.
Learn moreSimilar apps
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cin7 Core and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Cin7 Core and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where Cin7 Core triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Cin7 Core. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Cin7 Core and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cin7 Core and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
