CRM & ERP Integration for Web, Mobile & Business Software
About CRM & ERP Integration
Connect your website, application, CRM, or ERP system to keep important business information synchronized across platforms. API-based integration can automate the exchange of customer data, leads, orders, invoices, inventory, and reports, reducing manual entry and improving operational efficiency.
We integrate with systems such as Zoho, Salesforce, HubSpot, SAP, Tally, Odoo and Microsoft Dynamics, or with your own in-house software. Sync can be real-time or scheduled, one-way or two-way, with clear conflict rules.
Execution Details
What We Deliver
| Systems | Zoho, Salesforce, HubSpot, SAP, Tally, Odoo, custom CRM/ERP |
|---|---|
| Data Synced | Leads, contacts, orders, invoices, stock, reports |
| Sync Mode | Real-time or scheduled, one-way or two-way |
| Data Safety | Field mapping, duplicate checks, audit logs |
| Delivery | Mapping sheet, test report, admin handover |
What We Need From You
- Access to CRM / ERP with API permissions
- List of fields and records to sync
- Rules for duplicates and conflicts
- Sample data for testing
How It Works
Discovery
We review your requirement, systems and API documentation.
Build
Integration is developed with secure authentication and data mapping.
Test
Sandbox and real-scenario testing with a clear test report.
Go-Live & Support
Production launch, monitoring and handover documentation.
CRM & ERP Integration FAQs
Frequently asked questions about CRM & ERP Integration.
Yes. We define which system is the source of truth for each field to avoid overwriting data.
We test on sample or staging data first and take backups before the first live sync.
Yes. Form submissions can create or update CRM leads instantly.
