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
1
Lead is nurtured in the CRM through marketing campaigns
2
Lead places their first order on the storefront
3
APIWORX matches the order to the CRM lead record
4
CRM lead is converted to a customer/contact
5
Customer record is created in the ERP with order details
6
CRM deal is created or updated with revenue attribution
7
Marketing attribution data connects spend to revenue
Systems Typically Involved
Data Objects
Leads
Contacts
Customers
Orders
Deals
Business Outcomes
Seamless lead-to-customer lifecycle automation
Accurate marketing attribution from lead to revenue
Faster time-to-invoice for new customers
Complete customer journey tracking