Cin7 Core to Zoho CRM Integration
GrowthPath has a connector between Cin7 Core and Zoho CRM which runs off our GrowthPath Application Server. Full Documentation
This is an advanced connector which has logic and mappings that go well beyond the capabilities of Zapier-style connectors. It is robust, handles very high transaction volumes and uses the advanced caching, server monitoring and other performance features of the GrowthPath Application Server.
Highlights
The sync currently does a Cin7 Core to Zoho CRM push of Cin7 Core Customers to Zoho CRM Accounts and Cin7 Core Contacts to Zoho CRM Contacts. All Contacts belong to a Customer on the Cin7 Core side, and are therefore assigned to that Zoho Account.
If you have custom fields in your Zoho Accounts, Contacts or Deals, we can write logic to populate them based on Cin7 Core contents and business rules.
You can control which stages of the Cin7 Core lifecycle get mapped to which of your Zoho pipeline stages, and for each of these stages you can assign a confidence percentage of winning the deal.
You map the Cin7 Core salesperson to the Zoho Deal owner, and account owner. All Zoho Accounts are owned by the Zoho user selected by the sales rep mapping logic, which chooses a Zoho user based on the Cin7 Core sales representative (more below). If your Cin7 Core Sales Reps exactly match your Zoho users, no mapping is needed.
The sync will push Cin7 Core quotes to Zoho Deals. Mapping rules below control this. As the Cin7 Core sale moves through its lifecycle, the Deal in Zoho CRM can have its stage changed.
A representation of the quote lines is saved to the Deal quote, in the description field.
This is compatible with all versions of Zoho CRM and CRM Plus.
Deployment
Deployment uses the GrowthPath Application Server and a one-off fixed-price fee.