The Problem
Sales teams manage accounts in the CRM while finance manages customers in the ERP. Without sync, customer data diverges — addresses are outdated, credit limits are unknown to sales, and new accounts require manual setup across both systems.
How The Workflow Works
1
Sales team creates or updates an account in the CRM
2
APIWORX detects the change and validates the data
3
Customer record is created or updated in the ERP
4
ERP-specific fields (payment terms, tax codes, credit limits) are mapped
5
Changes made in the ERP flow back to the CRM
6
Both systems maintain consistent, up-to-date records
Systems Typically Involved
Data Objects
Customers
Accounts
Contacts
Addresses
Payment Terms
Credit Limits
Business Outcomes
Consistent customer data across sales and finance
Sales visibility into ERP data like credit limits and payment terms
Reduced account setup time from days to minutes
Eliminated data discrepancies between CRM and ERP
