The Problem
Sales teams manage accounts in the CRM while finance manages customers in the ERP. Without sync, customer data diverges — addresses are outdated, credit limits are unknown to sales, and new accounts require manual setup across both systems.
How The Workflow Works
Sales team creates or updates an account in the CRM
APIWORX detects the change and validates the data
Customer record is created or updated in the ERP
ERP-specific fields (payment terms, tax codes, credit limits) are mapped
Changes made in the ERP flow back to the CRM
Both systems maintain consistent, up-to-date records
Systems Typically Involved
Data Objects
Business Outcomes
Related Workflows
Customer Sync Between eCommerce and CRM
Synchronize customer profiles and purchase history between your storefront and CRM for a unified customer view.
Lead to Customer Handoff
Automatically convert CRM leads to ERP customers when they make their first purchase.
ERP to CRM Account Enrichment
Enrich CRM accounts with ERP data like order history, payment status, and lifetime value.