CRM & ERP Integration Services | IoTree Minds

ERP and CRM Integration

CRM and ERP integration services that keep your data in sync

Connecting existing platforms like Salesforce, Zoho, Odoo, HubSpot, SAP, and Dynamics with your other tools, plus data migration. Orders, customers, invoices and stock stay in sync across your systems, so your team stops copy-pasting and every system shows the same numbers.

Why it matters

When systems don't talk, people copy and paste

Most businesses run on several systems: a CRM for sales, an ERP or accounting tool for operations, an ecommerce store, a helpdesk. When they aren't connected, someone retypes data between them, and mistakes creep in.

We connect them through their APIs so data moves on its own, in real time or on a schedule, with checks and alerts when something fails. When you're moving to a new system, we migrate your data safely.

What's included

Integration services

01

CRM integration

Your CRM, whether Salesforce, HubSpot or Zoho, connected to your website, email, ERP, accounting and support tools.

  • Salesforce, HubSpot and Zoho
  • Website, email and support tools
  • Two-way sync
02

ERP integration

Your ERP, whether SAP, Odoo, Dynamics or a custom system, connected to your CRM, ecommerce, logistics and accounting.

  • SAP, Odoo and Dynamics
  • Ecommerce and logistics
  • Accounting tools
03

ERP data migration

Data moved from spreadsheets or an old system into a new one: cleaned, mapped, checked and reconciled before go-live.

  • Cleaned and mapped
  • Checked and reconciled
  • No data left behind

Which systems need to talk?

List your tools, and we'll show you how we would connect them.

Book a free consultation

What we connect

Integrations we build

CRM to ERP

Won deals become sales orders, and order status flows back to sales.

Ecommerce to ERP

Online orders, stock and invoices kept in sync.

HubSpot to your other tools

Contacts, deals and activity synced with your ERP and support desk.

ERP to accounting

Invoices and payments posted without retyping.

Forms and WhatsApp to CRM

Website and WhatsApp enquiries land in your CRM as leads.

Monitoring and alerts

Failed syncs are flagged, so problems are fixed before anyone notices.

Moving to a new system?

We'll plan the data migration so nothing is lost.

Talk to our team

How we work

From first conversation to production

  1. 1

    Map the systems

    We list your systems, the data in each and how it should flow.

  2. 2

    Design

    We design the integrations, field mapping and error handling.

  3. 3

    Build and test

    We build the connections and test them with real data.

  4. 4

    Launch and monitor

    We go live, monitor every sync and fix issues fast.

Get a clear plan for your integration

A free consultation, then a written estimate of scope, timeline and cost.

Book a free consultation

FAQ

Questions about ERP and CRM Integration

Ask us something else
What do CRM integration services include?

We connect your CRM to the other tools you use, such as your website, email, ERP, accounting and support desk, so customer and deal data stays the same everywhere without copy-pasting.

Which platforms do you integrate?

Salesforce, Zoho, Odoo, HubSpot, SAP, Dynamics and custom systems. If a system has an API or database we can reach, we can usually connect it.

Do you implement or customize Zoho, Odoo, HubSpot, SAP or Dynamics?

No. For these platforms we provide integration and data migration. For Salesforce, we also do implementation and development.

What is ERP data migration?

ERP data migration means moving your records, such as products, customers, vendors, stock and open transactions, from spreadsheets or an old system into a new one, cleaned, checked and reconciled.

What happens if a sync fails?

We build checks and alerts into every integration, so failures are flagged and fixed quickly, and no data is lost.

How much do integration services cost?

It depends on the number of systems, the data involved and how often it syncs. After a free consultation we send a written estimate of scope, timeline and cost.

Get in touch

Tell us your requirements

Share what you'd like to build or automate. We'll reply by email to set up a free consultation.

  • Free consultation, no commitment
  • Talk to the people who will build it
  • Your details stay with us