The Problem
When customer data lives in silos — your storefront knows purchase history but your CRM doesn't, and vice versa — sales and marketing teams lack the full picture. This leads to generic outreach, missed upsell opportunities, and poor customer service.
How The Workflow Works
New customer places an order on the storefront
APIWORX checks for existing CRM record by email or phone
If new, a CRM contact is created with profile and purchase data
If existing, CRM record is updated with latest purchase information
Customer segments and tags are synced bidirectionally
Purchase history feeds into CRM for lifetime value tracking
CRM lifecycle stage updates flow back to the storefront for personalization
Systems Typically Involved
Data Objects
Business Outcomes
Related Workflows
Customer Sync Between CRM and ERP
Keep customer and account records consistent between your CRM and ERP for unified operations.
Lead to Customer Handoff
Automatically convert CRM leads to ERP customers when they make their first purchase.
B2B Account Synchronization
Synchronize B2B company accounts, buyer roles, and pricing between your commerce platform and ERP.