Integration
Sales and finance working from the same customer record.
Closed deals become customers and orders in your ERP, and finance data such as invoices and balances flows back to sales.
CRM to ERP
Typical flows
Accounts and contacts
One customer record, created once and kept in sync both ways.
Deals to orders
Closed-won opportunities turned into sales orders or contracts.
Finance back to sales
Invoice status, balances and credit holds visible in the CRM.
CRM to ERP
Common systems
- Salesforce and HubSpot
- NetSuite and other ERPs
- Billing and subscription tools