Integration and sync between CRM and ERP platforms

Purpose

1.1. Ensure real-time, bidirectional data sync (contacts, orders, invoices, products, inventory) between CRM and ERP for alcoholic beverage wholesalers.
1.2. Eliminate manual re-entry, reduce order errors, maintain inventory accuracy, and enhance cross-team visibility.
1.3. Enable seamless quote-to-cash and procure-to-pay processes for sales, finance, and logistics teams.
1.4. Support regulatory compliance (alcoholic tracking, age verification, etc.) through auditable, automated records.

Trigger Conditions

2.1. New or updated customer/contact in CRM or ERP.
2.2. Sales order creation, approval, status change, or invoicing event.
2.3. Inventory reception, depletion, or adjustment.
2.4. Payment status update, invoice issued or reconciled.
2.5. SKU or pricelist updates in product catalog.
2.6. Regulatory flag or compliance checkpoint triggered.

Platform Variants

3.1. Salesforce
• Feature: "Outbound Message" and "REST API" — configure workflows to send customer/order data to ERP endpoints.
3.2. Microsoft Dynamics 365
• Feature: "Power Automate Flow" — automate customer and invoice sync to/from ERP via HTTP actions.
3.3. NetSuite
• Feature: "SuiteTalk REST Web Services" — enable sales order push/pull with CRM updates via API tokens.
3.4. SAP Business One
• Feature: "DI API Service Layer" — automate business partner/order sync with CRM using OData calls.
3.5. Zoho CRM
• Feature: "Zoho CRM API (v2.1)" — webhook triggers for contact, lead, and deal changes, forwarding to ERP system.
3.6. HubSpot
• Feature: "Webhook Workflow" — real-time contact/company sync when modified to ERP integration API endpoint.
3.7. Freshsales
• Feature: "Automation Workflows" — trigger HTTP POST on deal creation to ERP's sales order API.
3.8. Odoo
• Feature: "External API Connector" — automate product/invoice sync using Odoo XML-RPC or JSON-RPC endpoints.
3.9. QuickBooks
• Feature: "Webhooks & API" — automate invoice creation in ERP when payments are logged in QuickBooks.
3.10. Sage Intacct
• Feature: "Platform Web Services" — watch for order events and sync with CRM via scheduled jobs.
3.11. Oracle Fusion Cloud
• Feature: "REST Integration" — set up orchestration flows to sync contact and order objects with CRM endpoints.
3.12. Pipedrive
• Feature: "Pipedrive Push Webhooks" — detect deals/stage changes and relay to ERP via custom HTTP call.
3.13. SugarCRM
• Feature: "Sugar API v11+" — event-driven data push for account/opportunity sync with ERP partner objects.
3.14. Xero
• Feature: "Xero API Webhooks" — trigger updates for bills/invoices to connected ERP sales modules.
3.15. JD Edwards
• Feature: "Orchestrator Studio" — create orchestration to receive CRM orders via REST trigger.
3.16. Epicor ERP
• Feature: "REST API" — configure endpoint for real-time customer and transaction updates from CRM.
3.17. Infor CloudSuite
• Feature: "ION API Gateway" — enable bi-directional lead/order updates with CRM systems using mapped APIs.
3.18. Quickbase
• Feature: "Pipelines (API)" — automate inventory sync from ERP to CRM module via REST data transfer.
3.19. SAP S/4HANA
• Feature: "Business Events" — trigger notification on object change, calling CRM-side REST endpoint.
3.20. Acumatica
• Feature: "Web Services API" — automate creation/update of customers, orders, and payments from CRM webhooks.

Benefits

4.1. Prevents human error and delays via automated, accurate data transmission.
4.2. Improves order accuracy, fulfillment efficiency, and inventory reliability.
4.3. Enables unified 360° customer and sales visibility across teams.
4.4. Augments compliance through automated record management and audit trails.
4.5. Enhances scalability by reducing manual, repetitive operations for high-volume transactions.