SERVICE: ERP & CRM Integration — One source of truth across sales and operations

Why Bridge the Gap Between ERP & CRM?

In many companies, the sales team (CRM) and the finance/ops team (ERP) operate in silos. This leads to manual errors, delayed invoicing, and frustrated customers.

  • Automated Order-to-Cash: Convert CRM leads into ERP sales orders and invoices automatically.
  • Inventory Visibility for Sales: Let your sales reps see real-time stock levels directly in the CRM.
  • 360° Customer View: Finance sees customer history, while Sales sees payment status and credit limits.

CRM

Sales & Leads

ERP

Ops & Finance
Bi-directional synchronization ensures data consistency across all departments.

Integrations We Specialize In

Odoo Ecosystem

Native integration between Odoo CRM and Odoo Accounting/Inventory for a perfectly unified experience.

Salesforce & ERP Sync

Connect the world's leading CRM to SAP, Microsoft Dynamics, or custom-built ERP backends.

Custom API Middleware

Using Node.js or .NET to build custom middleware that translates data between legacy ERPs and modern CRMs.

Key Integration Features

Bi-directional Sync

Changes in either system are updated in the other in real-time or via scheduled batches.

Data De-duplication

Intelligent matching logic to prevent duplicate customer records and product entries.

Secure Authentication

OAuth2 and encrypted API connections ensure your sensitive business data stays private.

How We Work

  1. 1

    Technical Audit

    We start by mapping what each system already owns and where the double entry actually happens.

  2. 2

    Sync & Conflict Rules

    One-way sync when one system is clearly the source of truth for a record; bidirectional sync with an explicit conflict rule per field, decided before the build rather than discovered in production.

  3. 3

    Build with a Failure Path

    Every integration we build has a retry policy, a dead-letter queue for records that cannot be processed, and an alert to a human when something needs a decision.

  4. 4

    Designed for GDPR

    The integration syncs only the fields that are actually needed, keeps an audit trail of what moved and when, and honours deletion requests on both sides.

Common ERP & CRM Integration Scenarios

Where the double entry usually hides, and what changes once the two systems talk to each other.

Quote-to-Cash Without Re-Keying

A won opportunity in the CRM becomes a sales order in the ERP, and the invoice status travels back — nobody re-types anything.

Odoo & ERP Implementation

Live Stock and Lead Times in the CRM

Sales quotes what the warehouse can actually deliver, because stock levels, lead times and price lists are pushed from the ERP.

Industries We Serve

One Customer Record, Not Three

The same company stops existing three times. We match on a business key such as the VAT number, never on a name.

ERP, API & System Integration

Technology We Use

Odoo
Microsoft Dynamics
Exact Online
Netsis
HubSpot
Salesforce
Zoho
Odoo CRM
PrestaShop
WooCommerce
Shopify
OAuth 2.0
Node.js
.NET

ERP & CRM Integration: Common Questions

What businesses ask before connecting their sales and finance systems.

A straightforward two-system integration usually takes 2 to 4 weeks. Where data has to be transformed between systems, or where error handling and monitoring are part of the scope, it runs 6 to 12 weeks depending on data volume and how many business rules the sync has to respect.

Anything with an API or a supported export format. In practice most of our work involves Odoo, Microsoft Dynamics, Exact Online and Netsis on the ERP side, and HubSpot, Salesforce, Zoho and Odoo CRM on the CRM side, plus webshops such as PrestaShop, WooCommerce and Shopify. Where a system has no API, we work from its database or scheduled file exchange instead.

Both are possible, and the choice matters more than it sounds. One-way sync is simpler and safer when one system is clearly the source of truth for a record. Bidirectional sync is what you want when both sides genuinely own different fields, but it needs an explicit conflict rule per field, decided before the build rather than discovered in production.

That is designed in, not bolted on. Every integration we build has a retry policy, a dead-letter queue for records that cannot be processed, and an alert to a human when something needs a decision. An integration with no failure path is a liability rather than a saving, because it fails silently and the first person to notice is a customer.

It has to be designed to. Moving personal data between systems creates a new processing activity, so the integration should sync only the fields that are actually needed, keep an audit trail of what moved and when, and honour deletion requests on both sides. We hold data within the EU and cover this in the processing agreement.

Yes, and that is usually the cheaper answer. Replacing a working ERP or CRM is a much larger project than connecting it. We start by mapping what each system already owns and where the double entry actually happens, and only recommend replacing something when the integration cost would exceed the cost of the migration.

Yes. HubSpot's own Data Sync app for Odoo syncs companies, contacts (Odoo leads become HubSpot contacts), deals (from Odoo opportunities), products and activities, one-way or two-way, with default field mappings; custom field mappings need Data Hub Starter or above (HubSpot Marketplace). Its default mappings do not list invoices or stock levels, so those flows need a custom integration.

Real time for what someone is waiting on, such as a new customer, an order confirmation or a stock check during a quote; scheduled batches for high-volume data such as price lists or historical invoices. API limits make the choice concrete: HubSpot, for example, allows a privately distributed app 100 requests per 10 seconds and 250,000 per day per HubSpot account on its Free and Starter tiers (HubSpot), so a large backlog is safer as a nightly batch.

The master data both systems share: customers and contacts first, then products and prices, because every later flow depends on those records matching. Quotes and orders from the CRM to the ERP come next, and invoice and payment status back to the CRM last, so sales can see what a customer owes without opening the ERP.

Decide which system owns the customer record, clean up duplicates before the first sync, and match records on a stable key rather than on names. For Belgian companies the enterprise number works well as that key, because each registered company has exactly one; for individual contacts, the e-mail address is the usual choice.

Delivered work

Real projects rather than scenarios - what was built, and how.

Where we work

Rui Codex is a Belgian company and works on-site with clients across Brussels, Antwerp, Ghent, Leuven and Liège, and remotely across the European Union. See all service areas.

Local page for this service: ERP Integration in Brussels

Ready to Connect Your ERP and CRM?

Schedule a technical audit of your current software stack and discover how much time you can save with a unified ERP/CRM system.

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