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ERP ⇄ CRM

Cin7 to Drift integration — real-time, two-way sync

Keep Cin7 and Drift in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Cin7 and Drift

Close the gap between front office and back office: Drift and Cin7 share customers and status in real time, in both directions.

Drift holds the customer relationship; Cin7 runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Contacts, Conversations, Messages, Accounts in Drift with Credit notes / returns, Products, Inventory levels, Sales orders in Cin7 field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Enrich Drift contact and account records with firmographic or product data from an internal database to sharpen playbook targeting.
  • Sync meetings booked in Drift to CRM activities so pipeline attribution stays accurate.
  • Sync sales orders from Cin7 into an accounting platform or warehouse for revenue and margin reporting.
  • Keep customer records aligned between Cin7 and the CRM to remove duplicate account entry.

Where Cin7 manages people and org data: keep Drift aligned

Owners, territories, and org structure informed by Cin7 stay current in Drift.

Where Cin7 handles order-to-cash: closed-won flows through

A deal won in Drift creates or updates the customer in Cin7 with clean data, so fulfillment and invoicing start without re-entry.

Where Cin7 is the finance system of record: money status on the account

Invoice and payment state from Cin7 shows on the account in Drift, so reps see balances before promising the next order.

What you can sync between Cin7 and Drift

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Cin7 objects Drift objects
Credit notes / returns Return documents synced so finance and support see the same refund state. Accounts Company records used for account-based routing and targeting.
Products SKU records with options and pricing, synced with storefront and marketplace catalogs. Users Agents and sales reps who own conversations and meetings.
Inventory levels Stock on hand by branch or location, published outward for availability. Playbooks Bot flows that generate conversations and qualify visitors.
Sales orders Orders captured from all channels; the main object for fulfillment and revenue syncs. Meetings Meetings booked through Drift, synced to CRM as sales activities.
Purchase orders Supplier orders synced with procurement and accounting workflows. Contacts Visitor and lead records created or matched from chat identities; the main CRM-sync object.
Contacts Customers and suppliers, matched to CRM records to keep account data consistent. Conversations Chat threads with status and participants; the center of Drift's data model.
What ships with Cin7 ⇄ Drift

Connect Cin7 and Drift for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Cin7–Drift connection.

Real-time

Two-way sync

Changes in Cin7 or Drift instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Cin7 or Drift data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Cin7 or Drift record.

Observability

Monitoring

Track your Cin7 ⇄ Drift sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Cin7 and Drift.

How the Cin7 and Drift connectors work

Cin7

Integration surface
REST API; note that Cin7 Omni and Cin7 Core (formerly DEAR Systems) are separate products with separate APIs
Authentication
API key credentials (paired with a username or account ID, depending on the product)
Change detection
Polling on modified-date filters; webhook support exists on some editions for order and stock events
Capabilities
read · write · webhooks
Rate limits
Subject to per-account API rate limits that differ between Cin7 Omni and Cin7 Core

Drift

Integration surface
REST API
Authentication
OAuth 2.0 via apps registered on the Drift developer platform
Change detection
Webhook events for new conversations, messages, and contact changes; polling for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

How to connect Cin7 to Drift — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Cin7 and Drift with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Cin7 connected
    Drift connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Cin7 and Drift objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Cin7 ⇄ Drift
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Cin7 Drift
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Cin7 and Drift integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Cin7 and Drift.

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