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CRM and ERP Integration Services
Connect Salesforce, HubSpot, Zoho, Odoo, SAP and NetSuite with your apps, store, data warehouse and AI.
Stack we work in
- Shopify
- WooCommerce
- Stripe
- Make
- Zapier
- n8n
- Node.js
- Python
- Projects delivered
- 680+
- Clients served
- 310+
- Client retention
- 98%
- Certified engineers
- 20+
- Building since
- 2018
Figures as of Oct 2026
Trusted by
- Aralia
- Rosa Pistrina
- Lashbo
- Micromunchi
- Payroll Ninja
- POD
- Petdx
- Yokey
- Spin Up
- Starwear
- Udlins
- Vegpal
- Wander Wings
- Wish It
- Wisl
Problems we are usually asked to fix
Most businesses run sales in a CRM, finance and stock in an ERP, and orders in an online store, with people copying data between them.
Read the full overview
We connect these systems so records stay in sync, workflows run on their own, and your data is ready for reporting and AI. We work with Salesforce, HubSpot, Zoho CRM, Zoho Books, Zoho Bigin, Odoo, SAP S/4HANA, SAP Business One and Oracle NetSuite, using their APIs, integration platforms or custom middleware, depending on what fits your volume and budget.
The same data typed twice
Sales close a deal in the CRM, then someone re-enters the order and invoice in the ERP by hand.
Systems that disagree
Customer details, prices or stock levels differ between the CRM, ERP and online store, and nobody knows which is right.
Integrations that fail quietly
A sync stops after an API change or expired token, and the gap is found weeks later.
A migration everyone is afraid of
Moving to a new CRM or ERP is overdue, but years of messy data make the move feel risky.
Data locked inside the CRM
Reports are built by exporting spreadsheets, so AI and analytics projects never get clean data to work with.
Outcomes
What you get
- One version of each customer, order and invoice across your systems
- Less manual data entry and fewer copy-paste errors
- Orders, invoices and stock that update without someone re-keying them
- Integration failures that alert your team instead of failing quietly
- Clean CRM and ERP data ready for reporting and AI
- Integration code and configuration owned by you
What we deliver
What you receive
Integration design
A system map, data flow diagram and field mapping showing which system owns each piece of data.
Working integrations
Syncs and automations built on official APIs, an integration platform or custom middleware, tested in a sandbox first.
Migration report
Record counts, checks and any exceptions from each migration run, signed off before cutover.
Monitoring and alerts
Sync logs, retry handling and alerts when a run fails or data does not match.
Runbook and documentation
How each integration works, how to fix common errors and how to change mappings.
Code and configuration
All integration code and platform configuration in your repositories and accounts.
Integrations teams ask us for
Quote to cash
Turn a won deal in Salesforce or HubSpot into an order and invoice in NetSuite, SAP or Zoho Books automatically.
E-commerce and ERP sync
Keep products, prices, stock and orders in step between Shopify or Magento and Odoo or SAP Business One.
CRM migration
Move from spreadsheets or an old CRM to HubSpot, Salesforce or Zoho with history and relationships intact.
Customer 360 reporting
Combine CRM, ERP and support data in a warehouse and report on it in Power BI.
AI sales assistant
Summarize accounts, suggest next steps and draft follow-up emails from CRM records.
App to CRM
Send sign-ups, bookings and usage events from your web or mobile app into your CRM in real time.
CRM and ERP integration
Keep customers, orders, invoices and stock consistent across systems.
- Two-way sync between CRM and ERP: accounts, contacts, deals, quotes, orders and invoices
- Integrations for Salesforce, HubSpot, Zoho CRM, Zoho Books, Zoho Bigin, Odoo, SAP S/4HANA, SAP Business One and Oracle NetSuite and Microsoft Dynamics 365
- Connections to e-commerce platforms such as Shopify, Magento and WooCommerce
- Links to your web and mobile apps, payment, shipping and support tools
- Field mapping, deduplication and conflict rules agreed with your team
Built with
- Salesforce
- HubSpot
- Zoho CRM
- Zoho Books
- Zoho Bigin
- Odoo
- SAP S/4HANA
- SAP Business One
Middleware and iPaaS
Choose the right integration layer for your volume and budget.
- Integration platforms such as Make, Zapier, n8n, MuleSoft, Boomi and Workato
- Custom middleware in Node.js or Python for high volume or complex logic
- Webhooks, queues and scheduled jobs with retries and error alerts
- API rate limits, authentication and token renewal handled properly
- Logs and a dashboard showing every sync and every failure
Built with
- Make
- Zapier
- n8n
- MuleSoft
- Boomi
- Workato
- Node.js
- Python
Data migration
Move to a new CRM or ERP without losing history.
- Data audit, cleansing and deduplication before the move
- Mapping of objects, fields, picklists and relationships
- Trial migrations with record counts and spot checks
- Cutover plan with a freeze window and rollback step
- Migration of attachments, notes and activity history where the APIs allow
Workflow automation
Remove repeated manual steps between teams.
- Quote-to-cash flows from CRM deal to ERP order and invoice
- Lead routing, follow-up tasks and approval steps
- Automatic document generation for quotes, invoices and contracts
- Notifications to Slack, Microsoft Teams or email when key events happen
Data warehouse and AI on CRM data
Use your customer and finance data for reporting and AI.
- Pipelines from CRM and ERP into Snowflake, BigQuery, Databricks or PostgreSQL
- Dashboards in Power BI or Looker Studio built on clean, joined data
- Lead scoring, churn prediction and sales forecasting models
- AI assistants that summarize accounts, draft emails or answer questions from CRM records
- Email and document extraction that creates or updates records automatically
Built with
- PostgreSQL
- Snowflake
- Databricks
Power BI- Looker Studio
Why teams choose Equitysoft for CRM and ERP integration
Mapping agreed before code
Field mapping, deduplication and conflict rules are written down and agreed with your team before anything syncs.
Trial migrations, then cutover with rollback
Record counts and spot checks on trial runs, a freeze window for cutover, and a rollback step so a bad migration is never final.
Every sync visible
Retries, error alerts and a dashboard of every sync and every failure, so you know about problems before your customers do.
Platform or custom code, chosen on volume
Make, Zapier, n8n, MuleSoft or Boomi where they fit, custom Node.js or Python middleware where volume or logic needs it, explained in writing.
Support after launch
Fixes when a connected system changes its API and monitoring of the integration are available under a support agreement with agreed response times.
Recent work from our team
How we work
Discovery
We map your systems, data flows, manual steps and pain points with the people who use them, and check each system's API limits and licenses.
You receive System map and integration requirements
Design
We decide what syncs where and how often, which system owns each field, how conflicts are handled, and whether an iPaaS or custom middleware fits best.
You receive Integration design and field mapping
Build and test
We build the integrations in a sandbox, test them with real-looking data and edge cases, and review results with your team.
You receive Working integrations in sandbox
Migrate and go live
Where needed, we migrate historical data, then switch on the integrations in stages with monitoring in place.
You receive Live integrations and migration report
Monitor and improve
We watch sync logs and error alerts, fix issues, and add automation or AI features once the core data flows are stable.
You receive Runbook, dashboard and support plan
Tech stack
Technologies we use
AI and machine learning
Data platforms
Pipelines and orchestration
- Fivetran
- Airbyte
dbt
Databases
BI and analytics
- Power BI
- Looker Studio
Backend and APIs
Languages
Cloud and DevOps
CRM, commerce and CMS
Other tools
Engagement
Ways to work with us
Fixed-scope integration
A defined set of integrations or a migration, priced after discovery.
- Clear scope and timeline
- Sandbox testing before go-live
Phased program
Connect your systems in stages, starting with the flow that saves the most manual work.
- Value from the first phase
- Roadmap reviewed after each phase
Ongoing integration support
Monitoring, fixes, API updates and new automations under a monthly plan.
- Alerts handled by our team
- Changes as your processes evolve
Questions, answered
Cost depends on the number of systems and objects to sync, whether sync is one-way or two-way, data volume, data quality, any migration, and whether an integration platform or custom middleware is used. After discovery we quote a fixed price for the defined scope. Software licenses and platform fees are billed to your own accounts. As a guide, a single CRM integration usually costs $5,000 to $20,000, and a multi-system CRM and ERP program $20,000 to $100,000 or more (USD).
A single one-way sync between two systems often takes a few weeks. A two-way CRM and ERP integration with migration and automation is usually planned in phases over a few months. We agree the timeline after discovery.
Integration platforms are quick to set up and work well for moderate volumes and standard flows. Custom middleware suits high volumes, complex logic or strict cost control at scale. We recommend one after looking at your volumes, budget and who will maintain it, and often combine both.
Yes. We audit and clean the data, map objects and fields, run trial migrations with checks, and plan a cutover with a short freeze window. We also connect the new system to your other tools so nothing is left behind.
We agree which system owns each field before building. Conflicts follow those rules, and anything that cannot be resolved automatically goes to a review queue instead of overwriting data.
We use each platform's official APIs with the least access needed, keep credentials in a secrets store, encrypt data in transit, and log every sync. We design data flows to support GDPR and the data protection rules that apply in your country.
Yes. Once data is clean and connected, we can add lead scoring, forecasting, account summaries, email drafting or assistants that answer questions from your records. Our AI integration service covers this in more depth.
Every integration logs its runs and sends alerts on failure, with retries for temporary errors. We hand over a runbook, or support the integrations under a monthly plan that covers fixes and API changes.
Book a call, and we talk through the goal, the systems involved and any constraints under NDA. You then get a short written proposal with scope, timeline and estimate. We need admin or API access to the systems involved, the objects and fields to sync, expected volumes, and the person who owns the data in each system.
You do. Middleware code, platform workflows and documentation are handed over, and all data stays in your own CRM, ERP and cloud accounts. Work runs under NDA.
Tired of copying data between your CRM, ERP and store?
Book a call. We will map your systems and data flows and outline what to connect first.