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ERP ⇄ CRM

Cin7 to Freshworks CRM integration — real-time, two-way sync

Keep Cin7 and Freshworks CRM 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 Freshworks CRM

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

Freshworks CRM 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, Accounts, Deals, Tasks in Freshworks CRM with Products, Inventory levels, Sales orders, Purchase 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

  • 01 Mirror deal and activity data into a Postgres database that internal tools query directly.
  • 02 Sync unified contact records, covering sales and marketing attributes, into a warehouse for full-funnel reporting.
  • 03 Keep customer records aligned between Cin7 and the CRM to remove duplicate account entry.
  • 04 Write purchase orders created in a planning tool back into Cin7 for receiving.

Common sync patterns

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

A deal won in Freshworks CRM 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 Freshworks CRM, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

What you can sync between Cin7 and Freshworks CRM

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 Freshworks CRM objects How this pairing syncs
Contacts Customers and suppliers, matched to CRM records to keep account data consistent. Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Products SKU records with options and pricing, synced with storefront and marketplace catalogs. Accounts Company records kept consistent with ERP and billing systems. Products is specific to Cin7 and Accounts to Freshworks CRM — each maps to any object or custom field on the other side.
Inventory levels Stock on hand by branch or location, published outward for availability. Deals Pipeline records synced out for forecasting and full-funnel reporting. Inventory levels is specific to Cin7 and Deals to Freshworks CRM — each maps to any object or custom field on the other side.
Sales orders Orders captured from all channels; the main object for fulfillment and revenue syncs. Tasks Follow-ups created from external signals such as product usage events. Sales orders is specific to Cin7 and Tasks to Freshworks CRM — each maps to any object or custom field on the other side.
Purchase orders Supplier orders synced with procurement and accounting workflows. Appointments Meeting records readable for activity reporting. Purchase orders is specific to Cin7 and Appointments to Freshworks CRM — each maps to any object or custom field on the other side.
Branches / locations Warehouse entities that scope every stock movement and order allocation. Sales activities Logged activity types used in engagement and productivity analysis. Branches / locations is specific to Cin7 and Sales activities to Freshworks CRM — each maps to any object or custom field on the other side.

How changes propagate between Cin7 and Freshworks CRM

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Cin7 Freshworks CRM Sub-second propagation

DetectionCin7 notifies Stacksync of record changes through webhook events. Polling on modified-date filters.

DeliveryEach detected change is written to Freshworks CRM through its API, with automatic retries and rate-limit backoff.

Freshworks CRM Cin7 Sub-second propagation

DetectionFreshworks CRM notifies Stacksync of record changes through webhook events. Polling with updated-at filters.

DeliveryEach detected change is written to Cin7 through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Cin7: Subject to per-account API rate limits that differ between Cin7 Omni and Cin7 Core.
  • Freshworks CRM: Subject to per-account API rate limits that vary by plan.
What ships with Cin7 ⇄ Freshworks CRM

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Cin7 or Freshworks CRM 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 Freshworks CRM record.

Observability

Monitoring

Track your Cin7 ⇄ Freshworks CRM 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 Freshworks CRM.

How the Cin7 and Freshworks CRM 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

Freshworks CRM

Integration surface
REST API
Authentication
API key sent as a Token authorization header
Change detection
Polling with updated-at filters; outbound webhooks can be configured through workflow automations
Capabilities
read · write · webhooks
Rate limits
Subject to per-account API rate limits that vary by plan
How it works

How to connect Cin7 to Freshworks CRM — 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 Freshworks CRM 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
    Freshworks CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Cin7 and Freshworks CRM 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 ⇄ Freshworks CRM
    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 Freshworks CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Cin7 and Freshworks CRM integration FAQ

SECURITY

Security teams trust 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
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 516 integrations available for Cin7 and Freshworks CRM.

Popular · 6 of 516
All Cin7 integrations All Freshworks CRM integrations Browse all integrations
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