Smart CRM and ERP Integrations That Connect Data and Automate Workflows
Service Insight
Service Overview
CRM and ERP integration connects customer relationship management tools such as GoHighLevel (GHL), Salesforce, HubSpot, and Zoho with enterprise systems like SAP, Oracle, and Odoo.
This connection enables data to flow seamlessly between marketing, sales, operations, and finance, eliminating silos and improving productivity. By integrating these platforms, businesses gain real-time insights, automate repetitive processes, and make data-driven decisions with greater accuracy. Centralized data ensures every team works from the same reliable source, resulting in improved collaboration and faster response times.
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Key Features
What We Offer
Custom Integration Solutions
Build tailored CRM and ERP integrations that connect GHL, Salesforce, SAP, and other platforms.
Multi-Platform Connectivity
Connect tools like GoHighLevel, HubSpot, Zoho, Microsoft Dynamics, and Oracle for seamless automation.
Data Synchronization
Maintain consistent and accurate data between CRM, ERP, and accounting systems in real time.
Workflow Automation
Automate lead capture, order processing, invoicing, and reporting through connected systems.
Dashboard and Analytics Integration
Combine CRM and ERP data for unified business intelligence and performance tracking.
Continuous Support & Optimization
Monitor integrations, fine-tune workflows, and ensure ongoing performance improvements.
Third-Party App Integration
Seamlessly link marketing, finance, HR, and inventory tools for an end-to-end connected ecosystem.
Benefits
Why This Service Matters
- Centralized Data Access: Gain a single source of truth for customer, sales, and operational data across GHL and ERP systems.
- Improved Efficiency: Reduce manual tasks and data duplication with automated workflows and synchronized systems.
- Operational Transparency: Track performance, inventory, and finances accurately through unified dashboards.
- Faster Decision-Making: Enable management teams to make informed decisions with updated, cross-platform analytics.
- Reduced Operational Costs: Eliminate repetitive tasks and human errors with automation-driven workflows and smart data sync.
Our Process
How We Work
- Initial Consultation: Evaluate current systems, workflows, and business challenges to identify integration opportunities.
- Strategy & Solution Design: Develop a roadmap for connecting CRM, ERP, and GHL systems with clear goals and timelines.
- System Configuration: Set up APIs, webhooks, and automation rules to enable seamless data flow between platforms.
- Data Mapping & Migration: Align data structures across CRM and ERP systems, ensuring accuracy and eliminating duplication.
- Quality Assurance: Perform rigorous testing to verify that all integrations function correctly and securely.
- Deployment & Monitoring: Launch the integration with ongoing monitoring and optimization for reliable, long-term performance.
Our Notable Success Stories
Previous Projects
Our Case Studies.
Web Development,
Ecommerce, Shopify,
WordPress
Elegant Femme
Web Development,
WordPress
1080 Motion
Web Development,
WordPress
Simmons and Fletcher
WordPress
CMT Association
WordPress
1Reputation
Web Development,
WordPress
Hobnob Magazine
Technologies That Make It Happen
Technologies We Work With
We leverage industry-leading platforms, APIs, and automation tools to build scalable, secure, and high-performing integrations for your business.
API & Automation Tools
- ESTful & GraphQL APIs
- Webhooks
- Zapier
- Make (Integromat)
- n8n
- Postman
- Swagger
- JSON / XML / OAuth 2.0
- Custom PHP / Node.js APIs
CRM & Business Platforms
- HubSpot
- Salesforce
- Zoho CRM
- Go High Level
- Ontraport
- Keap (Infusionsoft)
- Pipedrive
- Monday.com
- ClickUp
Cloud & Database Platforms
- AWS (Amazon Web Services)
- Google Cloud Platform
- Firebase
- MySQL
- PostgreSQL
- MongoDB
- Airtable
Analytics & Reporting Tools
- Google Analytics 4 (GA4)
- Google Tag Manager (GTM)
- Looker Studio (Data Studio)
- Hotjar / Microsoft Clarity
- Power BI
- Tableau
Email, SMS & Marketing Integrations
- Mailchimp
- SendGrid
- Twilio
- ActiveCampaign
- Constant Contact
- AWeber
- Google Workspace
- Outlook 365
AI & Chatbot Integrations
- ChatGPT (OpenAI API)
- Dialogflow
- Google Cloud AI
- Botpress
- ManyChat
- Drift
- Intercom
Third-Party & Productivity Tools
- Google Sheets / Excel Automation
- Slack
- Notion
- Trello / Asana
- Shopify / WooCommerce / Webflow
- Stripe / PayPal
ABOUT OUR INDUSTRIES
Industries We Serve
We serve a wide range of industries including e-commerce, healthcare, real estate, finance, education, hospitality, non-profits, and more — delivering specialized IT solutions that fit your market.