Case studies

CRM and ERP Integration Case Studies

Published Flowbird projects, each with the business problem, the systems connected, what was built and the verified outcome.

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Flowbird's published case studies show HubSpot connected to an on-premises Sage 200 for a UK distributor, Pipedrive connected to Xero for a property services business, and a reworked HubSpot with automated quoting for Countrystyle Recycling. Each one connects the CRM to the systems that run the business, so sales, operations and finance work from the same information.

Verified customer work

Three integrations, and what changed for each business.

Each card is the published case study in brief: the problem, the systems, what Flowbird built and the outcome, with a link to the full story.

UK distribution business
Customer records kept in step, with far less retyping.
The problem
The same customers were kept up to date by hand in two systems, so every new customer added administration.
The result
Less administration and better data, because each customer is written once.
Winner, Creative, Digital & Innovation Award, Ashford Business Awards 2025
CRM
HubSpot
Connected to
Sage 200, on-premises
What was built
A secure connection that brings customer and company records from Sage 200 into HubSpot automatically.
Read how it works
UK property services business
Won deals become draft invoices in one click.
The problem
Invoices were retyped from closed deals, which took time and made invoicing inconsistent.
The result
Draft invoices created from the deal, with fewer errors and consistent references.
CRM
Pipedrive
Connected to
Xero, using Make
What was built
One click on a Pipedrive deal creates the draft invoice in Xero, with the reference built to the finance team’s rules.
Read the case study
Waste and recycling services · Countrystyle Recycling
Growth absorbed without letting service slip.
- £4.2m growth reported
- 1,500+ new customers
- 99.7% on-time service held
The problem
Quoting and customer data could not keep pace with growth, putting service levels at risk.
The result
The connected systems helped the business take on the growth it reported, and the new customers that came with it, while service delivery stayed on time.
CRM
HubSpot
Connected to
Knack (quoting) and Make
What was built
A reworked HubSpot, a tailored quoting process and automated hand-offs into service delivery.
Read the case study

Which industries does this work apply to?

The same connections sit at the heart of our work for manufacturing and engineering, wholesale and distribution and packaging and printing businesses. Flowbird has connected HubSpot and Pipedrive to Sage 200, Sage 50, Xero, the Linnworks order system and the Tharstern print MIS; more on how is on CRM and ERP integration.

Which industries does this work apply to?

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