HubSpot with QuickBooks or Xero
Customers, orders, and invoices in sync.
Connect your CRM and ERP in the US
Sales works in the CRM, the back office works in the ERP, and someone in the middle copies data back and forth. We integrate both systems so customers, products, prices, orders, invoices, and accounts receivable sync on their own. Sales reps see their customer's real status, and the back office receives complete orders without retyping them.
Updated:
- Sales and back office in sync
- Orders without double entry
- Accounts receivable visible to sales reps
One source of truth across departments
900+ projects delivered
Combinations we integrate
With the most widely used systems in the US and Latin America.
Zoho with accounting software
Sales and accounting, connected.
Pipedrive with ERP
Won deals turned into orders.
In-house systems
Custom integrations with your software.
App integration via APIWhat’s the best way to connect your tools? Find out in a minute
Four questions to choose between n8n, Make, or a custom API integration.
Your answers0 of 4
We recommend
Workflows with n8n
Powerful automations you can host on your own server, with no per-task fees.
n8n workflow automation
We recommend
Workflows with Make
Visual scenarios that are quick to build and easy to maintain.
Make workflow automation
We recommend
API integration
Custom connectors when no ready-made option exists.
App integration via API
We recommend
Integrate CRM and ERP
Customers, orders, and invoices synced between sales and accounting.
We recommend
Cross-app workflows
Let your everyday tools pass information to each other on their own.
Cross-app workflow automation
What CRM and ERP integration includes
Two-way sync of the data shared by sales and the back office.
From ERP to CRM
- Products, prices, and inventory levels.
- Invoices and payment status.
- Customer accounts receivable and credit limit.
From CRM to ERP
- New customers with complete records.
- Orders and approved quotes.
- Up-to-date contact information.
Control
- Rules for resolving data conflicts.
- Log of every sync.
- Alerts for errors and incomplete data.
CRM-ERP integration by industry
Companies with separate sales and back-office teams.
Distribution
Sales rep orders sent straight to invoicing and fulfillment.
Manufacturing
Technical quotes that turn into orders.
Services
Contracts and recurring billing in sync.
How we integrate your CRM and ERP
We start with the process that takes up the most of your time, automate it, measure the savings, and move on to the next one. No never-ending projects.
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Step 1: Process mapping
We look at how the task is done today, who does it, how long it takes, and which tools it lives in.
You: walk us through the process step by step
You get: a process map and the current time spent -
Step 2: Workflow design
We define triggers, rules, exceptions, and the points where a person steps in.
You: validate the rules and exceptions
You get: a diagram of the automated workflow -
Step 3: Build and testing
We build the workflow with test data and run it alongside the manual process.
You: review the test results
You get: an automation working in testing -
Step 4: Go-live
We activate the workflow, set up error alerts, and train whoever supervises it.
You: appoint an internal owner
You get: a live workflow and an operations guide -
Step 5: Measurement and fine-tuning
We compare time spent and errors before and after, and fine-tune as needed.
You: report special cases to us
You get: a savings report and adjustments
Disconnected or integrated systems
When sales and the back office don't share data, everyone loses time.
| Aspect | Disconnected CRM and ERP | CRM and ERP integrated by PACOWEB |
|---|---|---|
| Customers | Created twice, with discrepancies. | A single synced record. |
| Orders | Copied into the ERP by hand. | They flow over automatically. |
| Accounts receivable | Sales reps left without information. | Visible in the CRM. |
| Reports | Numbers that don't add up. | Consistent data. |
Is your team copying orders from the CRM into the ERP? Let’s look at how to integrate them.
CRM and ERP integration FAQ
Can’t find your question?
Message an advisor and we’ll get back to you during business hours (Bogotá time, UTC-5).
Which CRMs and ERPs can you integrate?
Any that offer an API or automated import: HubSpot, Zoho, Pipedrive, Salesforce, QuickBooks, Xero, SAP Business One, and others.
Does it sync in real time?
It can be real time or scheduled at set intervals, depending on what the systems allow and what you need.
What if each system has different data?
We define which system owns each piece of data and do an initial cleanup before syncing.
How long does it take?
It depends on the systems and the amount of data. After reviewing the APIs, we'll give you a timeline.
What else is CRM and ERP integration called?
People also search for it as connecting a CRM to an ERP, CRM ERP sync, or sales and accounting integration. It’s related to REST APIs, webhooks, Google Workspace, Microsoft 365, and data sync, topics we review with you when the project calls for them.
Related services
Automations that usually go hand in hand with this one.
Which of these services do you need?
API integrations: these services are related, but they solve different things. Choose based on what you need.
- If you need to connect your mobile or web app to payment gateways, maps, and external services: API integration for apps
- If you need to connect your work tools so data flows on its own: App integration via API
- If you need to bring your ERP, CRM, accounting and inventory into a single flow: Enterprise systems integration via API
- If you need to sync your CRM with your ERP without entering data twice: CRM and ERP integration (you are here)
Get a quote for your CRM and ERP integration
Tell us which CRM and which ERP or accounting software you use, and what data you need to sync.
- 1You contact us through the form or on WhatsApp.
- 2We talk about your business and what you need.
- 3You get the proposal in writing, with scope, timeline, and price.
Request your proposal
We reply during business hours (Bogotá time, UTC-5), usually the same day.
Your request0 of 6 required fields