CRM Integration
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CRM Integration & Custom Systems
Xstreamline builds custom CRM integrations and automations that connect your CRM to everything running around it - ERP, Accounting, Warehouse, Ecommerce, Scheduling, and more. Since 2006, we've kept systems in sync.
Custom CRM Integrations
On a different CRM? If it has an API, we can build it. The platform doesn't matter, just the workflow you want to automate.
1.
Tell us your CRM and what you want connected; ERP, Accounting, Warehouse, Ecommerce, Scheduling, etc.
2.
We scope the integration around your processes and requirements
3.
Our dedicated team builds, tests, deploys and provides ongoing support after launch
4.
We customize everything to your exact workflows so the system fits within your operations as required
ZOHO Integration Case Study
Challenge
A client was operating three disconnected systems that couldn’t share data:
✓ Zoho CRM
✓ Custom Metrics Application (built by Xstreamline)
✓ ERP System
They needed to send targeted emails directly from the Metrics Application based on specific metrics data, while also tagging contacts and keeping customer records synchronized across all systems.
Solution
Xstreamline engineered a seamless integration that connected all three platforms. We added:
Automated Customer & Contact creation
Tagging logic
Email‑sending functionality directly inside the Metrics Application
Real‑time syncing with Zoho CRM and the ERP system
This ensured that every new customer or contact created in the Metrics Application was instantly reflected across the CRM and ERP.
Results
Unified data flow
Customers and Contacts are now automatically created and synced across ERP and CRM.
Accurate segmentation
Tags applied in the Metrics Application sync directly to Zoho.
Smarter campaigns:
Future email campaigns based on TAGs can be launched directly from Zoho with clean, up‑to‑date data.
Reduced manual work:
No more duplicate entry or cross‑system reconciliation.