Connect telecrm and Cin7 Core
Integrate telecrm with Cin7 Core to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in TeleCRM when When a new sale is created in Cin7 Core
Update Lead Details in TeleCRM when When a new sale is created in Cin7 Core
Search Leads in TeleCRM when When a new sale is created in Cin7 Core
Create Lead in TeleCRM when When a purchase is updated in Cin7 Core
Update Lead Details in TeleCRM when When a purchase is updated in Cin7 Core
Popular telecrm + Cin7 Core flows
Start from a real workflow other teams are already running.
Choose a trigger
telecrm
When this happens...
When a lead is updated
New Lead Is Created
Choose an action
Cin7 Core
Automatically do this!
Create Customer
Update Customer
Find Products
Create Purchase Order
List Purchases
Add Supplier
Update Supplier
Create Lead
Find Sales
Create Lead in TeleCRM when When a new sale is created in Cin7 Core
Use this flowUpdate Lead Details in TeleCRM when When a new sale is created in Cin7 Core
Use this flowSearch Leads in TeleCRM when When a new sale is created in Cin7 Core
Use this flowCreate Lead in TeleCRM when When a purchase is updated in Cin7 Core
Use this flowUpdate Lead Details in TeleCRM when When a purchase is updated in Cin7 Core
Use this flowSearch Leads in TeleCRM when When a purchase is updated in Cin7 Core
Use this flowCreate Lead in TeleCRM when When a customer is created or updated in Cin7 Core
Use this flowUpdate Lead Details in TeleCRM when When a customer is created or updated in Cin7 Core
Use this flowSearch Leads in TeleCRM when When a customer is created or updated in Cin7 Core
Use this flowCreate Lead in TeleCRM when When a product's available stock level changes in Cin7 Core
Use this flowSupported Triggers & Actions
Everything you can automate between telecrm and Cin7 Core.
When this happensTriggers
A trigger is an event that starts a workflow.
When a lead is updated
Runs the workflow automatically whenever any lead is updated in the account.
New Lead Is Created
Runs when new lead is created
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.
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create Lead
Add a new lead or update an existing lead by phone; optionally set name, email, status, rating, assignee, and add payment or custom actions.
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
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. Can include suppliers, BOM, movements, attachments or custom prices.
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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Similar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your telecrm and Cin7 Core 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 telecrm and Cin7 Core 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 Cin7 Core. No coding required.
Yes. You can set up a workflow where telecrm triggers actions in Cin7 Core, and a separate workflow where Cin7 Core triggers actions in telecrm. 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 telecrm and Cin7 Core. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire telecrm and Cin7 Core integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
