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Integration catalogue

CRM

Sync customer data, deals, and sales activities between your CRM and ERP so your sales and finance teams always see the same picture.

SalesforceHubSpotZoho CRMMicrosoft Dynamics CRM
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The connection to plan

Your sales team needs a complete picture of every customer: orders, support tickets, invoices, and communication history. We connect your CRM to your ERP so nothing falls through the cracks.

Example workflowGive sales and finance a shared view of the customer from a won deal to an invoice.
CRMERP
CRM to ERP: Customer accounts and won deals
ERP to CRM: Orders and invoice status
Data ownership
The CRM owns sales activity. The ERP owns invoices and payment status.
Checks before go-live
Agree a shared customer identifier and review unmatched accounts before creating duplicates.

Salesforce

Bi-directional sync of accounts, contacts, opportunities, and orders between Salesforce and your ERP.

HubSpot

Marketing and sales data flowing seamlessly from HubSpot to your ERP for unified customer management.

Zoho CRM

Connect Zoho CRM to your back-office systems for consistent customer and deal data.

Microsoft Dynamics CRM

Integrate Dynamics CRM with NetSuite or Business Central for unified sales and finance operations.

A complete handover

The scope should cover mappings, schedules, validation evidence and the operating procedure. Agree who can change the connection, who receives an alert and how the business confirms that recovered records are correct.

Let’s connect

Ready for a more connected business?

Tell us where you are and where you want to go. We'll help you work out the next step.

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