Connect your CRM to your ERP and back-office systems

The information sales needs, where they work.

• Customers and accounts, matched so each one is written once
• Sales orders and line items, with product codes and descriptions
• Quotes, pushed into the CRM record
• Delivery addresses and account details
• Invoices and payments, where your process needs them

Most information moves one way, from your ERP into your CRM. Where it helps, customer and contact details stay in step both ways.

Not just your ERP.

Most of our connections start with accounts and orders, but the same approach works for quoting tools, ecommerce, service desks, project tools and phone systems. These are the systems people ask us about. The ones we have already connected are in the examples below; the rest can be connected where they offer an API, which the discovery call establishes.

• Accounts and ERP: Sage 200, Sage 50, Xero, QuickBooks, Business Central, NetSuite, Odoo
• Quoting: Knack, other quoting tools
• Ecommerce and orders: WooCommerce, Shopify, Linnworks
• Service and operations: HaloPSA, Simpro, BigChange, Tharstern
• Phone and sales tools: CloudTalk, Aircall, Surfe
• Other: other systems with an API

We agree what moves before anything is built.

1. Agree the records. Which information moves, which system owns each field, and what should happen when a customer, quote or order changes.
2. Match and clean. Customer records are matched and cleaned before anything syncs.
3. Build and test. The connection is built and tested against what a successful test must show.
4. Monitor it. Someone knows when a connection stops, and fixes it.

The tool is chosen for the job: native connector, Make, n8n, BPA Platform, or custom code and SQL.

Where an off-the-shelf connector cannot reach the data, we build what it cannot. Flowbird Tunnel reaches systems on your own servers without opening your firewall, as it does for a Tharstern print MIS, and FlowFlex picks up where the CRM's own reports stop: accurate revenue-recognition reports from HubSpot, and Google Ads and other marketing sources in one reporting hub. Most HubSpot partners stop at native connectors or Zapier.

Examples of our integration work

UK foodservice equipment supplier. Sales-order detail in HubSpot, from Sage 200. We extended an existing Sage 200 and HubSpot integration so sales-order line items, product codes, descriptions and delivery addresses appear in HubSpot. Built with Make, BPA Platform and SQL Server, and supported since it went live. Read the case study.

Waste management and recycling business. Quoting connected to customer records. We connected a Knack quoting application to HubSpot, so quotes link to the right customer sites. The client confirmed multi-site quoting works across their sites. Read the case study.

UK print and labels group. Print estimates in HubSpot within minutes. We replaced unmaintained scripts with Make scenarios that reach the on-premises Tharstern through a secure tunnel, so new estimates and their attachments arrive in HubSpot every minute of the working day. Read the case study.

UK business on Sage 50. Sage 50 orders in HubSpot every three hours. Sage 50 could not be reached directly, so we used the Power BI the business already ran to carry sales orders into HubSpot, matched to the right company and deal. Read the case study.

UK hi-fi retailer. Orders, calls and emails credited to the right salesperson. We brought Linnworks orders, Aircall calls and Help Scout emails into Pipedrive, so each sale goes to the last salesperson in contact and web orders sit in their own pipeline. Read the case study.

UK personal-care manufacturer. Every order, from request to payment, in one pipeline. We connected forms, Google Drive, Quotient quotes and Xero invoices and payments to Pipedrive, so each order moves through one pipeline and deal stages follow the money. Read the case study.

More published work is on the case studies page.

The engineers who scope your connection are the ones who build it.

Sanskar Thapa, Head of Technology. Paul Delahaye, Solutions Engineer. Rupendra Kanwar, Solutions Engineer.

Once the connection is live, the same people stay on as Your CRM Team, keeping it working and the CRM improving month by month.

Do you replace our ERP?

No. We don't replace your ERP; we make your CRM work with it. Your ERP stays the system of record.

Which systems can you connect to HubSpot and Pipedrive?

We've connected HubSpot to Sage 200, Sage 50, Xero, the Tharstern print MIS and Knack quoting applications, and Pipedrive to Xero and Linnworks. Other accounts, ERP and operational systems can be connected where they offer an API or database access; the discovery call establishes what yours exposes.

Our Sage runs on our own servers. Can it still connect?

Yes. On-premises systems can be connected through a secure connection, as we've done for Sage 200 with BPA Platform and SQL Server, and for the Tharstern print MIS with Flowbird Tunnel.

Will it work both ways?

It depends on the agreed scope. Most information moves from the ERP into the CRM. Customer and contact details can stay in step both ways where that helps. We agree the direction of each record before building.

Can you improve an existing integration?

Yes. Bring the current process, any documentation and the problems you're seeing. We've extended existing integrations rather than starting again.

What happens if a connection stops?

We monitor it, so someone knows when it stops and it gets fixed.

How much does it cost?

It starts with a free discovery call. The CRM & ERP Opportunity Audit (£750 + VAT, two weeks) shows what's worth connecting first. Build costs are quoted after scoping.

Will it increase revenue?

A connection doesn't produce revenue on its own. It shows your team where to look: which customers are buying less, which are due to reorder, and what they haven't bought from you.

Tell us what needs to connect.

Which CRM you use, which system you want to connect, and the process that's causing problems. We'll tell you honestly what it would take.