Business Software
ERP and CRM Custom Integration: Connect Your Systems So Data Flows
Connect Salesforce, HubSpot, Dynamics 365, Xero, SAP and your other core systems so data flows automatically, without double entry, delays or reconciliation headaches.
ERP and CRM integration that gives you one connected business
When sales, finance and operations run on disconnected systems, people re-key data, reports disagree and customers wait. ERP and CRM custom integration links your platforms so customers, orders, invoices, stock and payments move automatically between them.
We design integrations around your processes, using native connectors where they work and custom APIs or middleware where they do not. Error handling, monitoring and security are built in. This service often sits alongside API middleware and master data management.
What we deliver
Integrations engineered for reliability, visibility and change.
Integration strategy and mapping
Review of systems, data and processes, and a clear map of what should sync, when and in which direction.
CRM to ERP and finance integration
Customer, quote, order, invoice and payment data flowing between sales and finance systems.
API and middleware development
Custom connectors, APIs and integration layers for systems without ready-made options.
Data mapping and transformation
Field matching, validation and cleansing so data arrives consistently and correctly.
Error handling and monitoring
Retries, alerts and dashboards so problems are caught and fixed quickly.
Security and documentation
Secure authentication, access controls and clear documentation for support and future change.
How we work
A clear, low-risk path from first conversation to a working result.
Discover
We map your systems, data flows, pain points and priorities.
Design
We design the integration architecture, data mapping, error handling and security.
Build
We build and test with realistic data, including edge cases and failure scenarios.
Launch & improve
We deploy with monitoring and hand over documentation, then support change.
What you can expect
The practical difference this service makes to your team.
No double entry
Data entered once and shared everywhere.
Faster processes
Quotes to cash move quicker.
Trusted data
Consistent across systems.
Visible operations
Alerts when integrations fail.
ERP and CRM integration FAQs
Straight answers to the questions we hear most.
Which ERP and CRM systems can you integrate?
We work with popular platforms including Salesforce, HubSpot, Microsoft Dynamics 365, Xero and SAP, and can integrate others through APIs.
Should we use native connectors or custom integration?
Native connectors are fine for simple needs. Custom integration suits complex processes or systems without good connectors. We advise based on your requirements.
What happens when an integration fails?
We build retries, alerts and logs so failures are detected, handled and visible, and data is not silently lost.
Can you integrate with older or on-premises systems?
Often yes, using APIs, database connections, file exchange or middleware appropriate to the system.
Industries we support
We tailor every engagement to the way your sector works.
Let’s talk about ERP & CRM Custom Integration.
Tell us what you need and our Sydney team will get back to you within 24 hours.
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