Connect your CRM and ERP — and keep them in sync, always.
Sales closes a deal. Finance needs the invoice. Support the contract. When your CRM and ERP don't talk, everyone loses time. Datsugi bridges that gap.
How we treat CRM / ERP integration projects
CRM and ERP integration isn't just a technical project. The goal is to eliminate double data entry, reduce errors, and give every team a single source of truth.
Process mapping
We start by understanding how data flows between your teams. When does a deal become an order? Who creates the invoice? What triggers fulfillment?
Platform assessment
We evaluate both systems — CRM and ERP — to understand their APIs, data models, and limitations. Some platforms play nicely together. Others need workarounds.
Sync strategy
Not all data needs real-time sync. We help you decide what should sync instantly, what can batch overnight, and what should stay in one system only.
Implementation and monitoring
Once the integration is live, we set up monitoring, error alerts, and retry logic. You get visibility into every sync — and we're on call when something needs attention.
One size doesn't fit all — we match you with the right sync approach
Depending on your platforms and complexity, we recommend one of three paths: a pre-built connector, an iPaaS platform, or a fully custom integration.
OW Sync (for HubSpot users)
If you're on HubSpot and need to connect NetSuite, D365 Business Central, or niche ERPs like Orderwise — OW Sync is our go-to. It's an iPaaS platform purpose-built for HubSpot-to-ERP sync with pre-mapped fields and real-time data flow.
Celigo or other iPaaS
For Salesforce, Zoho, Pipedrive, or other CRMs, we often recommend Celigo — a mature iPaaS with strong ERP connectors. It's ideal when you need flexibility without building everything from scratch.
Custom development
When you're running a niche ERP like GOMP or Zucchetti, or need logic that no off-the-shelf tool supports, we build custom integrations using direct API connections, middleware, or event-driven architecture.
A (non-exhaustive) list of CRMs and ERPs we integrate
From global enterprise platforms to regional specialists — we can help you connect to ANY system relevant to your business.
Salesforce
NetSuite
SAP
HubSpot
D365 Business Central
D365 Sales
Odoo
Zoho
Pipedrive
Sage ERP
Zucchetti
GOMP (smart_edu)
CRM and ERP integration looks different in every industry.
We tailor the sync logic, field mapping, and automation rules to match how your specific business operates and how your platforms reason about it.
Manufacturing CRM / ERP Integration
Sync quotes, orders, and BOMs between your sales team and production floor — with real-time inventory visibility.
Logistics CRM / ERP Integration
Connect customer orders to dispatch, tracking, and invoicing systems — so your ops team and customers always know where shipments stand.
B2B SaaS CRM / ERP Integration
Sync subscription data, renewals, and usage metrics between your CRM and billing system — enabling sales and finance to work from the same numbers.
Education CRM / ERP Integration
Connect student enrollment, course registration, and payment systems — giving admissions, academics, and finance a unified view of the buyer journey.
Retail CRM / ERP Integration
Sync POS transactions, loyalty data, and inventory levels across your CRM and ERP — for smarter promotions and accurate stock management.
Hospitality CRM / ERP Integration
Connect reservations, guest profiles, and billing systems — so front desk, marketing, and accounting all see the same customer journey, both physical and digital.
Datsugi offers end-to-end CRM / ERP integration services
From process mapping to go-live monitoring, we handle every aspect of connecting your sales, finance, and operations systems.
Object and field mapping
We map contacts, companies, deals, orders, invoices, and products — handling custom fields and lookup relationships.
Sync rules and filtering
Not everything should sync. We configure rules to filter records by status, owner, region, or any custom criteria.
Error handling and retry logic
When syncs fail, our integrations log the error, alert your team, and retry automatically. No silent failures. No lost records.
And a whole lot more
Everything you need to keep your CRM and ERP integration running smoothly for years to come—powering the growth of your business.
Historical data migration
Starting fresh? We migrate historical records from your old systems so your integration launches with full context.
Custom workflow triggers
Automatically create invoices when deals close, update CRM stages when orders ship, or notify teams when payments arrive — all based on your rules.
Ongoing support
Receive detailed migration logs, field mapping docs, and optional training for your team on the new system.