CRM & ERP Integration
CRM & Data / CRM & ERP Integration

Your CRM and ERP should speak the same language

Bi-directional integration between Salesforce, HubSpot, or Dynamics and SAP, Oracle, or NetSuite. Real-time sync, zero duplicate data entry, and one source of truth across sales and operations.

Real-time

Bi-directional sync

Zero

Duplicate data entry

100%

Field reconciliation

99.9%

Uptime SLA

Business challenges

Why CRM & ERP Integration projects fail

01

Sales and finance see different numbers

CRM shows one pipeline value. ERP shows different revenue figures. Nobody can agree on a single number for the board report. Reconciliation takes days every month-end.

02

Manual rekeying between systems

Sales closes a deal in CRM. Operations manually re-enters it in ERP. Finance manually enters it again. Three entry points means three opportunities for error and three wasted hours per deal.

03

Integration built without a data map

A developer connected the two systems directly via API without a field mapping document. A configuration change in ERP now breaks CRM unpredictably and nobody knows why.

04

No error handling or monitoring

The integration runs silently. Errors accumulate undetected for days. By the time someone notices, hundreds of records are out of sync between the two systems.

What is included

Everything in this service

Integration Design

Field mapping, data direction, trigger logic, error handling, and conflict resolution — all documented and approved before a single line of integration code is written. This document is the contract between both systems.

Field mappingData directionTrigger logicConflict resolution

Deliverables

Integration design document
Field mapping matrix
Trigger & frequency spec
Conflict resolution rules

How it works

Our delivery process

01

Requirements mapping

Document every field, trigger, frequency, data direction, and conflict resolution rule before design begins. Both CRM and ERP owners must sign off.

02

Integration design

Produce the full integration design document — the blueprint that every subsequent build decision references.

03

Middleware build

Build the integration layer with full error handling, retry logic, dead letter queues, and monitoring hooks.

04

Testing & QA

End-to-end testing including field accuracy, load testing, conflict resolution, and failure scenario simulation.

05

Go-live & monitoring

Deploy to production with real-time monitoring and break-fix support active from the first minute.

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Success stories

Client results

All case studies

We eliminated 3 hours of daily manual rekeying between Salesforce and SAP. The integration Celumai built has run for 14 months without a single production incident. The monitoring dashboard means we know the integration is healthy before anyone in the business notices a problem.

V

VP Finance

Manufacturing Group

Sales and finance finally see the same numbers. The month-end reconciliation that used to take 2 full days now takes 20 minutes — and that time is spent on analysis, not data cleaning.

H

Head of Operations

Distribution Company

Case study Healthcare

1,200 hrs saved/yr

Multi-city Healthcare Chain

Gen AI Automation for Multi-city Healthcare Provider

Read case study →
Case study Retail & E-commerce

360° customer view

National E-commerce Brand

Data Architecture Redesign for E-commerce Retailer

Read case study →

Platforms we use for this service

Salesforce HubSpot SAP Oracle NetSuite Microsoft Dynamics MuleSoft Azure Integration Services
CRM–ERP Integration Design Guide

Free resource

CRM–ERP Integration Design Guide — get it free

Field mapping templates, trigger logic frameworks, conflict resolution patterns, and error handling design for CRM–ERP integration projects.

PDF · 18 pages · Free

FAQ

Your CRM & ERP Integration questions, answered

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