The Problem
Marketing generates leads in the CRM, but when those leads convert to paying customers, the handoff to the ERP is manual. This creates delays in invoicing, incomplete customer records, and lost attribution between marketing spend and revenue.
How The Workflow Works
Lead is nurtured in the CRM through marketing campaigns
Lead places their first order on the storefront
APIWORX matches the order to the CRM lead record
CRM lead is converted to a customer/contact
Customer record is created in the ERP with order details
CRM deal is created or updated with revenue attribution
Marketing attribution data connects spend to revenue
Systems Typically Involved
Data Objects
Business Outcomes
Related Workflows
Customer Sync Between eCommerce and CRM
Synchronize customer profiles and purchase history between your storefront and CRM for a unified customer view.
Customer Sync Between CRM and ERP
Keep customer and account records consistent between your CRM and ERP for unified operations.
B2B Account Synchronization
Synchronize B2B company accounts, buyer roles, and pricing between your commerce platform and ERP.