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ERP ⇄ Business productivity

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

Keep Cin7 and SendGrid 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 SendGrid

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between SendGrid and Cin7.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. SendGrid is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Segments, Categories, Senders, Single Sends in SendGrid with Stock adjustments and transfers, Credit notes / returns, Products, Inventory levels in Cin7 bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • Keep product-usage attributes from an operational database updated on SendGrid contacts to drive lifecycle segments
  • Reconcile transactional email activity with support tickets so agents see what a customer was sent
  • 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.

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

Where SendGrid faces customers and Cin7 carries account records

Order, invoice, or account status from Cin7 appears alongside the customer in SendGrid, so front-line teams answer from live data.

Where SendGrid collects payments: transactions post through

Payment events sync into Cin7 as they occur, keeping the enterprise records current without manual entry.

What you can sync between Cin7 and SendGrid

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 SendGrid objects
Credit notes / returns Return documents synced so finance and support see the same refund state. Unsubscribe Groups Synced with incremental and full sync per the Stacksync docs.
Products SKU records with options and pricing, synced with storefront and marketplace catalogs. Email Activity Synced with incremental and full sync per the Stacksync docs.
Inventory levels Stock on hand by branch or location, published outward for availability. Contacts Marketing recipients upserted from CRM or database records, including custom field values.
Sales orders Orders captured from all channels; the main object for fulfillment and revenue syncs. List Synced with incremental and full sync per the Stacksync docs.
Purchase orders Supplier orders synced with procurement and accounting workflows. Segments Query-based contact groups whose membership SendGrid computes from contact fields.
Contacts Customers and suppliers, matched to CRM records to keep account data consistent. Categories Synced with incremental and full sync per the Stacksync docs.
What ships with Cin7 ⇄ SendGrid

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Cin7 or SendGrid 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 SendGrid record.

Observability

Monitoring

Track your Cin7 ⇄ SendGrid 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 SendGrid.

How the Cin7 and SendGrid 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

SendGrid

Integration surface
REST API (v3)
Authentication
API key (create in SendGrid Settings > API Keys with Custom Access / Full Access for the objects to sync; key begins with "SG")
Change detection
Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint; contact and list changes are detected by polling
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits; contact upserts are batched, asynchronous jobs rather than per-row writes
SendGrid setup guide
How it works

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

    Choose tables

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

Cin7 and SendGrid 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.

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:

Related integrations

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

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