Synchronization of customer data between CRM and ERP systems

**Purpose**

1.1. Ensure real-time, bi-directional synchronization of customer data (contacts, accounts, purchase history) between CRM and ERP.
1.2. Prevent data silos, reduce manual entry, and streamline quoting, order management, and support.
1.3. Maintain a unified customer information repository for accurate sales forecasting and operational efficiency.
1.4. Automate updates to reflect changes such as new customers, modifications, credit limits, and transaction status for B2B abrasives supply.

**Trigger Conditions**

2.1. New customer creation in CRM or ERP.
2.2. Update or edit of customer records (address, contacts, account type).
2.3. Deletion or deactivation of accounts.
2.4. Change in account status, such as payment terms or credit block.
2.5. Sales or order processing events that require data consistency.

**Platform Variants**

3.1. Microsoft Dynamics 365 (CRM/ERP)
• API: Use Web API endpoints `/accounts`, `/contacts` for data CRUD operations; configure with Dynamics Data Integrator.

3.2. Salesforce
• API: REST API `/services/data/vXX.X/sobjects/Account`, merge-trigger for account/contact updates.

3.3. SAP S/4HANA
• API: OData Service `/sap/opu/odata/sap/API_BUSINESS_PARTNER`, configure notification on entity change.

3.4. Oracle NetSuite
• API: SuiteTalk Web Services for `Customer` record; set up "User Event Script" for record changes.

3.5. HubSpot
• API: CRM v3 Contact/Company endpoints; use webhook subscription for changes.

3.6. Zoho CRM
• API: `GET/PUT /crm/v2/Contacts`; configure workflow rules for record updates.

3.7. QuickBooks Online
• API: `POST/GET /v3/company//customer`; trigger via customer object change.

3.8. Pipedrive
• API: `/persons`, `/organizations`; subscribe to webhook events on update.

3.9. Freshsales
• API: `/api/contacts`, `/api/accounts` endpoints; enable webhook on record change.

3.10. Odoo
• API: XMLRPC `/res.partner` model; automate via scheduled server actions.

3.11. Sage Business Cloud
• API: `/contacts` endpoints; set notification settings for data changes.

3.12. SugarCRM
• API: `/rest/v11_1/Accounts`; use Logic Hook for record update triggers.

3.13. Infor CloudSuite Industrial
• API: ION API `/Customers`; configure BOD (Business Object Document) triggers.

3.14. Epicor ERP
• API: REST `Customers`; use Data Directive for automation on update.

3.15. Acumatica
• API: REST `/entity/Default/17.200.001/Contact`; set push notifications.

3.16. Monday.com
• Feature: Integration via API `/v2/contacts`; automation when item status changes.

3.17. Airtable
• API: REST base endpoints; use "Automations" to run on customer record update.

3.18. Zoho Books
• API: `/contacts`; enable event-based webhooks for synchronization.

3.19. SAP Business One
• API: Service Layer `/BusinessPartners`; use Event Sender for change detection.

3.20. Xero
• API: `/contacts`; set up webhooks for contact updates.

3.21. Google Sheets
• API: Sheets API; use Apps Script triggers for sync events.

3.22. Asana
• API: `/users`; add automation to update whenever linked customer record changes.

**Benefits**

4.1. Eliminates double data entry, reducing manual errors.
4.2. Ensures up-to-date, consistent customer data for sales, finance, and operations.
4.3. Enables faster response to customer inquiries and streamlined quoting.
4.4. Automates credit and order management workflows, preventing shipment errors.
4.5. Improves analytics and reporting for customer segmentation and sales forecasting in the abrasives sector.