ERP/CRM integrations overview

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ERP / CRM Integrations: Integrating Enterprise Platforms Like Salesforce, HubSpot, SAP

ERP / CRM integrations are how SHAPE connects core enterprise platforms so data, workflows, and teams stay aligned. By integrating enterprise platforms like Salesforce, HubSpot, SAP, we help organizations eliminate manual re-entry, reduce reporting gaps, improve order-to-cash accuracy, and create a reliable foundation for automation and analytics.

Talk to SHAPE about ERP / CRM integrations

Reliable ERP / CRM integrations connect the systems that run your revenue, operations, and reporting—without brittle point-to-point scripts.

Table of contents

What SHAPE’s ERP / CRM integrations service includes

SHAPE delivers ERP / CRM integrations as a systems engineering engagement that connects the tools your business depends on—sales, finance, inventory, billing, support, and analytics. We focus on integrating enterprise platforms like Salesforce, HubSpot, SAP in a way that’s secure, observable, and easy to evolve as your processes change.

Typical deliverables

 
They enforce shared definitions and predictable workflows—so ERP / CRM integrations remain correct as teams, tools, and processes evolve.

Related services (internal links)

ERP / CRM integrations are strongest when your API layer, data model, and delivery system are aligned. Teams commonly pair integrations work with:

What is ERP integration (and how it relates to CRM)?

An ERP integration connects an enterprise resource planning system to other software—so operational data (orders, invoices, inventory, procurement, finance) flows reliably across the business. A CRM integration connects customer and revenue systems (leads, accounts, opportunities, subscriptions, renewals) to the rest of your stack.

ERP / CRM integrations combine both: they align revenue activity with operational fulfillment and financial truth. For many organizations, that means integrating enterprise platforms like Salesforce, HubSpot, SAP so the customer lifecycle and the financial lifecycle share consistent data and timing.

ERP vs CRM: the practical difference

What “integration” means in real systems

In practice, ERP / CRM integrations can include:

 
ERP / CRM integrations bridge that gap.

Benefits of integrating enterprise platforms like Salesforce, HubSpot, SAP

Organizations adopt ERP / CRM integrations to remove friction between teams and systems. When you’re integrating enterprise platforms like Salesforce, HubSpot, SAP, the result is typically faster operations, better forecasting, and fewer costly manual fixes.

Business outcomes ERP / CRM integrations enable

Common integration problems we fix

A phased rollout turns ERP / CRM integrations into a controlled sequence of improvements rather than a risky "big bang" cutover.

Integration patterns: APIs, iPaaS, ETL, event-driven

There’s no single best approach to ERP / CRM integrations. The right pattern depends on latency requirements, data volumes, change frequency, and operational maturity. SHAPE selects integration patterns that support long-term maintainability when integrating enterprise platforms like Salesforce, HubSpot, SAP.

API-based (real-time or near-real-time)

APIs are ideal for workflows that need immediacy and clear contracts: create customer, push an order, update an invoice status.

iPaaS / middleware orchestration

Integration platforms can accelerate delivery by providing connectors, mapping tools, and monitoring. They’re often a good fit for standard SaaS-to-SaaS connections, especially in the CRM ecosystem.

Batch ETL / ELT (scheduled sync)

Batch jobs move data on a schedule (hourly/daily). This pattern is common for analytics, finance reconciliations, and large data loads.

Event-driven integration (pub/sub, webhooks)

Events reduce coupling by broadcasting changes. For example: “Opportunity Closed Won” triggers downstream provisioning and ERP record creation.

 
Use APIs for immediate, transactional steps; use events for decoupling; use batch for analytics and heavy loads. Most mature ERP / CRM integrations use a mix.

Data mapping, security, and governance

The hardest part of ERP / CRM integrations is rarely “connecting systems.” It’s aligning definitions, ownership, and permissions so the integration remains correct. SHAPE treats data governance as core to integrating enterprise platforms like Salesforce, HubSpot, SAP.

Data ownership: define the system of record

Every integration needs clear ownership rules, for example:

Data mapping and transformation: make meaning consistent

We create mapping specs that define:

For deeper modeling, pair with Database design & data modeling.

Security: least privilege and auditability

When integrating enterprise platforms like Salesforce, HubSpot, SAP, security must be designed end-to-end:

Reliability: retries, idempotency, reconciliation

 
Monitoring plus reconciliation is what makes ERP / CRM integrations operationally safe.

Use case explanations

1) Quote-to-cash is slow because systems don’t agree

Sales closes deals in Salesforce or HubSpot, but finance can’t invoice without manual cleanup. SHAPE fixes this with ERP / CRM integrations that synchronize customers, products, pricing, and deal terms—integrating enterprise platforms like Salesforce, HubSpot, SAP so handoffs become automated and auditable.

2) Duplicate accounts and contacts are breaking reporting

When the same customer exists multiple times across systems, forecasting and support become unreliable. We implement matching rules, canonical IDs, and dedupe workflows as part of ERP / CRM integrations.

3) Order status isn’t visible to customer-facing teams

Support and account management need fulfillment and invoice status without logging into ERP tools. Integrations can push operational status back into CRM (or a portal) so teams have accurate, timely context.

4) Revenue recognition and billing data requires month-end heroics

Month-end closings become painful when invoices, credits, and payments are inconsistent across platforms. We design reconciliation, validation, and auditability into ERP / CRM integrations so finance can close faster with higher confidence.

5) Integrations exist, but they’re fragile and undocumented

Point-to-point scripts and one-off automations often fail silently. SHAPE replaces brittle links with standardized integration contracts, monitoring, and runbooks—frequently paired with DevOps, CI/CD pipelines and API development (REST, GraphQL).

Step-by-step tutorial: how to design and deliver ERP / CRM integrations

This playbook reflects how SHAPE executes ERP / CRM integrations—from discovery to secure production rollout—while integrating enterprise platforms like Salesforce, HubSpot, SAP in a maintainable way.

 
If a sync can create money-impacting records (orders, invoices), it needs idempotency, audit logs, and reconciliation—always.

Call to action: build reliable ERP / CRM integrations with SHAPE

If you need to connect revenue and operations—or your current integrations are fragile—SHAPE can help you implement ERP / CRM integrations that are secure, observable, and maintainable. We specialize in integrating enterprise platforms like Salesforce, HubSpot, SAP to reduce manual work and improve accuracy across the business.

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