Does Cin7 integrate with HubSpot? 

Yes! Cin7 offers integration with both Cin7 Core and Cin7 Omni. This means you can seamlessly sync your customer, product and sales data between the two platforms. In this post we’ll discuss everything you need to know for integrating Cin7 with HubSpot’s CRM. 

Quick Links: 

• Understanding Cin7 and HubSpot CRM
  
  • What is Cin7? 
  • What is HubSpot CRM?
    
    
• Why integrate Cin7 and HubSpot CRM
  • What’s the benefit of integrating Cin7 with HubSpot CRM? 
    
    
• How do you integrate Cin7 and HubSpot 
  • Chose a native or custom solution for Cin7 and HubSpot
  • Third-party integrations 
  • Custom integration solutions 
  • Understanding Cin7 and HubSpot CRM  

"Software has the power to revolutionise business operations. By automating tasks, streamlining workflows and providing valuable insights, organisations can significantly improve efficiency, productivity and overall performance." 

"Use both native and custom integrations to get the best results for your business." 

Lochlan Ross, our Lead Solutions Engineer at Modern Visual. 

What is Cin7? 

Cin7 is a comprehensive inventory and order management solution. Cin7 is a cloud-based software platform designed to streamline inventory management and order fulfilment processes for businesses operating across multiple sales channels. It helps you efficiently manage their stock levels, sales and operations from a single centralised location.

If you use a different inventory software, it is likely that you can also integrate this with HubSpot (Netsuite or Zoho Inventory for example). You can search which inventory apps are in HubSpot’s marketplace.

What is HubSpot CRM?

HubSpot CRM is a customer relationship management (CRM) software designed to help you manage and nurture their customer relationships. It's part of a larger HubSpot platform that offers tools for marketing, sales and customer service.

Why integrate Cin7 with HubSpot CRM? 

Integrating your software through a CRM enables you to align your data for better reporting, reduce operational silos and streamline your processes. Your tech stack is your entire collection of tools, software and processes you use to complete business operations. Ensuring your tech stack remains efficient and effective, ensures you are getting the most out of your business. Integrations help you tie your business tools together, so that you can operate with ease and accelerate business growth. 

What’s the benefit of integrating Cin7 with HubSpot CRM? 

1. Streamlined operations:
Automate data transfer between systems, eliminating manual data entry and reducing errors. Improve your sales forecasting by utilising data from both platforms to accurately predict sales trends and optimise inventory levels.

2. Improved customer experience:
Create personalised customer interactions by combining sales, marketing and purchase data for a holistic view.

3. Enhanced sales efficiency:
Real-time data synchronisation. Access real-time customer information to optimise sales processes, personalise interactions and accelerate deal closure. Ensure that customer data, including contact details, purchase history and order information, is always up-to-date in both systems.

4. Accurate inventory management:
Prevent stock-outs and improve order fulfilment by synchronising inventory levels with sales data.

5. Data-driven decision making:
Leverage combined data for valuable insights into customer behaviour, sales performance and inventory management to inform business strategies. Make informed decisions based on accurate and up-to-date data.

6. Accelerated order fulfilment:
Streamline the order-to-fulfilment process by syncing order information between systems, leading to faster delivery times.

How do you integrate Cin7 and HubSpot? 

With any integration, you have the choice between a native or custom solution. 

Native vs. Custom Integrations for Cin7 and HubSpot CRM

Native Integration

A native integration is a pre-built connection between Cin7 and HubSpot CRM provided by either Cin7 or HubSpot. It's a plug-and-play solution that requires minimal setup.

There are two pre-built native integrations: Cin7 Core and Cin7 Omni,
see below ⬇️

Custom Integration

A custom integration is a tailored connection between Cin7 and HubSpot CRM built specifically to meet your unique business requirements. It requires development resources and expertise.

When to choose which?

• Choose a native integration if:
  • Your business has standard processes, minimal or clean data. 
  • You need a quick and easy solution.
  • You have limited budget or technical resources.
    
    
• Choose a custom integration if:
  • You need to integrate with other systems or applications.
  • You have the resources to invest in development.
  • Your business has multiple processes or requirements.

Ultimately, the best choice depends on your specific needs, budget and available resources.

Your Native Options for Cin7 and HubSpot CRM

Direct integrations from HubSpot and Cin7:

There are two native integrations available on HubSpot’s marketplace: 

Available on the HubSpot App Marketplace. To learn more, Cin7 Core HubSpot Integration. 

b. Cin7 Omni: Provides a data sync integration with HubSpot that offers real-time two-way syncing of data. This includes default field mappings for quick setup and the option for custom mappings.

Available on the HubSpot App Marketplace. To learn more, Cin7 Omni HubSpot Integration. 

Third-Party integration platforms:

If the native integration doesn't meet your specific needs, you can use a third-party integration platform. These platforms sometimes offer more flexibility and customisation options.

Popular options include:

• Zapier: A popular tool that allows you to connect Cin7 and HubSpot through automated workflows called "zaps."
• Make: Provides a robust integration platform with advanced features for data mapping and transformation.

Make is an excellent alternative to traditional third-party integration apps.

It's a powerful platform that allows you to create automated workflows between different applications, including Cin7 and HubSpot. Essentially, you can build your own integrations without needing extensive coding knowledge.

Key advantages of using Make:

• Flexibility: You can create highly customised workflows to match your specific business needs.
• Scalability: Handles both small and large-scale integrations.
• Cost-effective: Often more affordable than dedicated integration platforms for smaller-scale projects.
• User-friendly interface: Makes it easier for non-technical users to create integrations.

However, it's essential to consider the complexity of your integration needs. For simple data transfers, a pre-built integration might be sufficient. But for complex workflows involving multiple applications and data transformations, a custom solution could be a better fit.

Custom Integrations 

Of course, if the above solutions don’t seem to fit your business and needs, a custom solution may be your best choice. You will have total control over how, what and when your integration operates, giving you the best chance of success. 

Types of custom integrations

Custom integrations can be categorised by their purpose, the systems involved, or the nature of the integration. These can range from simple data transfers between internal systems to complex, real-time interactions with external partners, automating workflows and creating unified user experiences.

You can focus your custom integration to overcome data inconsistencies, data redundancies, inefficiencies and limited functionality. 

This is a tailored option and you will need custom development to create this solution. Once you have worked through your requirements and goals, you will be able to find the best integration for your business.