CRM and ERP data sync automation

Purpose

1.1. Automate real-time two-way data synchronization between CRM and ERP platforms for artificial plant wholesale suppliers.
1.2. Ensures all customer, invoice, inventory, purchase order, shipping, and reporting information is consistently updated across systems without manual intervention.
1.3. Automates mapping of product SKUs, payment terms, and customer segments between platforms, eliminating duplicates and errors.
1.4. Provides centralized, automated reporting for sales, inventory, receivables, and vendor management to support business decisions.

Trigger Conditions

2.1. New or updated lead, contact, or account in CRM.
2.2. New or updated invoice, purchase order, or inventory record in ERP.
2.3. Scheduled (e.g., every 15 minutes, hourly) synchronization check.
2.4. Manual trigger via user action in CRM or ERP dashboard.
2.5. Automatedly triggered upon webhook notifications from either system.

Platform Variants

3.1. Salesforce
• Feature/Setting: Use REST API / Data Loader—configure automated data export on account update.
3.2. Microsoft Dynamics 365
• Feature/Setting: Automate via Power Automate Flow for “When a record is updated” trigger.
3.3. Zoho CRM
• Feature/Setting: API calls for Contacts/Deals module, webhooks on new lead creation.
3.4. HubSpot
• Feature/Setting: Automate via Webhooks API—new/updated contact trigger.
3.5. SAP Business One
• Feature/Setting: DI API for automatable data synchronization, scheduled batch jobs.
3.6. Oracle NetSuite
• Feature/Setting: RESTlet scripts with scheduled automation for batch sync.
3.7. QuickBooks Online
• Feature/Setting: Automate using Webhooks for invoice update and API for data fetch.
3.8. Xero
• Feature/Setting: Automate via API—new invoice/contact sync endpoints.
3.9. Monday.com
• Feature/Setting: Automator integrations with CRM columns change as a trigger.
3.10. Odoo
• Feature/Setting: Automatedly use XML-RPC API to fetch and push partner/product changes.
3.11. Freshsales
• Feature/Setting: Webhook and API-based automations for contacts and deals.
3.12. Pipedrive
• Feature/Setting: Automate via API for person/deal updates and webhook triggers.
3.13. Sage Intacct
• Feature/Setting: Web Services API—automate sync on general ledger/customer object change.
3.14. SYSPRO
• Feature/Setting: Automatable e.net Solutions for integration objects.
3.15. Acumatica
• Feature/Setting: Push notifications and REST API triggers for updates.
3.16. Insightly
• Feature/Setting: Automate via API to sync organization/contact changes.
3.17. Wave Accounting
• Feature/Setting: Webhooks for transaction and customer object.
3.18. Copper CRM
• Feature/Setting: API automation for company/person update and periodic syncs.
3.19. SAGE 300
• Feature/Setting: SDK and REST API for automating record synchronization.
3.20. Google Sheets (with CRM/ERP plugins)
• Feature/Setting: Sheet triggers for row change, automator plugins to sync with CRMs/ERPs.

Benefits

4.1. Automates data entry, reducing errors and time lost to manual input.
4.2. Automated synchronization improves inventory and order accuracy.
4.3. Provides instant and reliable administrative and financial reporting through automation.
4.4. Accelerates customer service by automatedly updating status across platforms.
4.5. Enhances business scalability via robust, repeatable automation.