Integration of CRM with ERP systems for unified data

Purpose

1.1 Achieve end-to-end visibility on customer and sales data by synchronizing CRM and ERP systems for aircraft manufacturers.
1.2 Enable unified workflows: streamline aircraft sales, post-sale support, order tracking, and financial processes.
1.3 Remove data silos for more accurate reporting, demand forecasting, production scheduling, and compliance tracking.
1.4 Facilitate real-time data flow, automating the transition of lead-to-order and order-to-cash lifecycles.
1.5 Ensure all stakeholders (sales, engineering, procurement, finance) access up-to-date client and inventory information.

Trigger Conditions

2.1 New customer or lead created or updated in CRM.
2.2 New sales order or service request submitted via CRM.
2.3 Change in order status or inventory in ERP.
2.4 Payment status or invoice generation event in ERP.
2.5 Scheduled daily or real-time synchronization trigger for data alignment.

Platform Variants

3.1 Salesforce CRM
• Feature: Outbound Messages (Workflow) — Configure to send notifications/updates to ERP endpoint when accounts/opportunities change.
• API: REST API v54.0 — Use "/services/data/v54.0/sobjects/{objectType}" for data CRUD operations.

3.2 Microsoft Dynamics CRM
• Feature: Power Automate — Set up flows to push account/sales data to ERP webhooks on record changes.
• API: OData v4 — Use "/api/data/v9.1/{entityset}" for data retrieval/export.

3.3 HubSpot
• Feature: Workflow Extensions — Set webhook triggers on deal stage changes; push to ERP REST API.
• API: CRM API — Use "/crm/v3/objects/companies" or "/crm/v3/objects/deals".

3.4 SAP ERP
• Feature: Business Add-Ins (BAdI) — Enable hooks for inbound integration from a CRM system.
• API: SAP OData API — Use "/sap/opu/odata/sap/API_SALES_ORDER_SRV" for sales order processing.

3.5 Oracle NetSuite
• Feature: SuiteTalk Web Services — Expose customer and transaction records for external sync.
• API: REST Web Services — Use "/record/v1/order" and "/record/v1/customer".

3.6 Zoho CRM
• Feature: Webhooks — Push CRM events to ERP endpoints.
• API: v2 REST API — Use "/crm/v2/{module_api_name}" for module data exchange.

3.7 Freshsales
• Feature: Workflow Automation — Send notifications via webhook to ERP upon sales stage advancement.
• API: REST API — Use "/api/leads" and "/api/contacts".

3.8 Infor CloudSuite ERP
• Feature: ION API Gateway — Accept CRM data via HTTP POST for real-time transaction sync.
• API: "/IONAPI/" endpoints for order/customer update.

3.9 Epicor ERP
• Feature: Service Connect — Link CRM system through web service orchestration.
• API: Epicor REST API — Use "/api/v1/SalesOrders" for order exchange.

3.10 Workday
• Feature: Workday Studio — Integrate CRM updates to Workday ERP modules.
• API: REST API — Use "/crm/v1/customers" for customer master sync.

3.11 Pipedrive
• Feature: Automation Webhooks — Trigger outbound HTTP POSTs to ERP.
• API: REST API — Use "/deals" and "/persons".

3.12 Sage X3
• Feature: Sage Data Integration API — Accept incoming CRM data for financials update.
• API: "/api/v1/salesorders"

3.13 Monday.com
• Feature: Automations — Send new deal/lead data to ERP system via custom webhook.
• API: GraphQL API — Use mutation "create_item" for new record creation.

3.14 Adobe Marketo Engage
• Feature: Smart Campaign Triggers — Push CRM sync events to ERP.
• API: REST API — Use "/rest/v1/leads.json" for lead handoff.

3.15 QuickBooks Online
• Feature: Webhooks/PubSub — Notify CRM on invoice/payment status.
• API: v3 API — Use "/customer" and "/invoice".

3.16 SAP Business One
• Feature: Integration Framework — Accept SOAP/REST calls to update business partner or sales order.
• API: Service Layer — Use "/b1s/v1/BusinessPartners" for sync.

3.17 Odoo
• Feature: Automated Actions — Trigger server actions to send updates to/from CRM.
• API: JSON-RPC API — Use "/web/dataset/call_kw" for record actions.

3.18 SugarCRM
• Feature: Logic Hooks — Push data changes to connected ERP system.
• API: REST API — Use "/rest/v11_1/{module}"

3.19 ServiceNow
• Feature: Flow Designer — Create integration flows to update ERP modules on account/case actions.
• API: Table API — Use "/api/now/table/{tableName}".

3.20 SAP S/4HANA
• Feature: SAP Cloud Platform Integration — Set up iFlows for bi-directional sync.
• API: OData API — Use "/sap/opu/odata/sap/API_BUSINESS_PARTNER_SRV"

Benefits

4.1 Removes manual duplicate-entry, reducing data errors and process delays.
4.2 Supports accurate, real-time reporting and analytics for sales and operational teams.
4.3 Enhances customer experience via seamless handoff from sales to delivery/support.
4.4 Improves compliance with industry regulations by ensuring a single data source of truth.
4.5 Increases operational efficiency across inventory, production, sales, and finance.