Connect Cin7
Connecting Cin7 to keep your customer data current and time surveys to real events.
For businesses running inventory and orders through Cin7, this keeps customer data flowing without manual exports.
Connect it
- Open the connections area of your workspace and choose Cin7.
- Sign in to Cin7 and authorise the connection.
- Confirm which data you want synced.
What comes across
Customer and order information, so surveys can follow fulfilment.
Fulfilment timing
Like any order-driven integration, time surveys to arrive after the customer has the goods — not when the order is created.
B2B considerations
If you sell wholesale, the person who placed the order often isn’t the person who has an opinion about the product. Consider who you’re actually surveying.
Set up what happens next
A connection on its own only moves data. The value comes from what you trigger with it — usually a survey timed to a real event rather than sent in a batch.
→ How automations work → Automation recipes
If the connection fails
- Confirm your Cin7 account has permission to grant access
- Check whether your organisation restricts third-party app connections
- If credentials recently changed, reconnect from scratch
Still stuck? Contact us and tell us what you’re seeing.
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