AI & Automation · CRM, ERP & SaaS
CRM & ERP Integration
CRM and ERP integration connects your separate business systems so data moves between them automatically instead of by hand. We build the bi-directional flows that keep customers, orders, and inventory in sync across your CRM, ERP, ecommerce, and finance tools, using an iPaaS platform or custom APIs depending on what fits. The result is one consistent set of data, no matter which system someone is looking at.
Works withREST APIsWebhooksCeligoBoomiWorkatoMuleSoftZapier
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What it is
What is CRM and ERP integration?
CRM and ERP integration is the work of connecting your systems of record so they share data automatically. When a deal closes in your CRM, the order should appear in your ERP; when inventory changes, every system should know. Integration builds those links, either through an iPaaS platform that connects apps with prebuilt connectors, or through custom APIs for flows the connectors do not cover. Done well, your tools stop disagreeing about the same customer or order.
Integration is about keeping separate systems in sync, which is different from automating a business process or replacing a system entirely. If your systems are fine but they do not talk to each other, integration is what you need. We design each connection around the direction data should flow, how often it should sync, and what happens when something fails, so the links stay reliable rather than silently breaking.
What's included
What an integration build includes
System connectionsLinks built between your CRM, ERP, ecommerce, and finance systems so they share data.
Bi-directional syncData kept current in both directions, so a change in one system updates the others.
iPaaS connectorsPrebuilt connectors through platforms like Celigo, Boomi, or Workato where they fit. [verify]
Custom APIsCustom API integrations for flows and systems that prebuilt connectors do not support.
Order-to-cash flowsQuote, order, fulfillment, and invoice data connected across sales, operations, and finance.
Error handlingRetry logic, alerts, and monitoring so failed syncs are caught instead of silently dropping data.
Mapping and testingField-level data mapping and end-to-end testing before any integration goes live.
How we work
How we build integrations
1Map the systems
We document your systems, the data each holds, and where it needs to flow.
2Design the flows
We define direction, timing, and field mapping for every connection before building.
3Choose the method
We pick iPaaS or custom API per flow, based on fit, cost, and maintainability.
4Build and map
We build the connections and map fields so data lands correctly in each system.
5Test and handle errors
We test every flow, add retry and alerting, and confirm data integrity end to end.
6Launch and monitor
We go live and monitor the syncs, fixing issues before they spread.
Why it matters
Why integration matters
Connected systems mean one version of the truth, less manual re-entry, and fewer costly data mistakes.
One version of the truth
Every system shows the same customer, order, and inventory data instead of conflicting copies.
No more double entry
Data flows automatically, so your team stops rekeying the same records into multiple tools.
Fewer costly errors
Synced data and error handling cut the mismatches that lead to wrong orders and bad reporting.
Who this is best for
The right fit
Best fit when
You run multiple systems, like a CRM, an ERP, and an ecommerce platform, and they do not share data, so your team re-enters records or your numbers disagree. Strongest when you need reliable, ongoing sync rather than a one-time export.
You might not need this
If you are replacing a system rather than connecting it, you need a CRM or ERP migration instead. And if a platform's built-in connector already covers your one link, you may not need custom integration at all.
FAQs
Common questions about integration
What is the difference between iPaaS and custom API integration?
An iPaaS platform like Celigo or Boomi connects apps using prebuilt connectors, which is faster and easier to maintain when a connector exists for your systems. Custom API integration is hand-built code, used when no connector fits or the logic is too specific. We choose per flow based on fit, cost, and how maintainable each will be.
Can you integrate Salesforce and NetSuite, or other specific systems?
Yes. Connecting a CRM like Salesforce to an ERP like NetSuite is one of the most common integrations we build, syncing customers, orders, and invoices between them. We handle most mainstream CRM, ERP, ecommerce, and finance systems, through connectors or custom APIs. [verify]
Should data sync in real time or on a schedule?
It depends on the flow. Orders and inventory often need near real-time sync so nothing is oversold, while reporting data can sync on a schedule to save load and cost. We match the timing to each flow's needs rather than syncing everything constantly, which keeps the integration efficient and reliable.
How is integration different from workflow automation?
Integration keeps data in sync between systems; workflow automation runs a business process, like routing an approval or triggering a sequence of tasks. They overlap, but the core job differs. If you mainly need your systems to share the same data, that is integration, which is what this service covers.
What happens when an integration fails?
Failures are normal in any integration, so we plan for them. We build retry logic, alerts, and monitoring so a failed sync is caught and queued rather than silently dropping data. This is the difference between an integration you can trust and one that quietly corrupts your records.
Do we own the integration, or are we locked in?
You own it. We document every flow and field mapping and build on platforms and standards you can maintain or hand to another team. We are clear up front about any third-party iPaaS subscription costs so there are no surprises later.
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What platform owners say
Mixed-format proof, written, audio and video, so it lands while interest is high.
Need your systems talking?
Get a free integration audit. We will map your systems, show you where data is breaking down, and recommend the connections worth building, before you commit.
Get your free integration audit