CRM integration with ERP and eCommerce: Salesforce, HubSpot, Zoho
Your sales reps, with the full picture
We connect Salesforce, HubSpot, Zoho CRM, Pipedrive or Dynamics 365 with your ERP, online store and B2B portal so sales and marketing can see each customer’s orders, invoices and behavior.
Official partners
They trust Trilogi
See clients
A CRM without order data is an expensive address book.
Source: INE (Spanish Statistics Institute), Survey on ICT and eCommerce Usage in Companies 2024-2025 (first quarter of 2025).
What gets synced
Every piece of data, in its place.
Together we define which system owns each piece of data, which direction it flows and how often. Then our integration hub moves it, validates it and logs it.
Illustrative monitor with sample data. In each project, flows and frequencies are defined with you.
Compatibility
The CRMs we connect with.
These are the most common in Spain. If yours isn’t listed, we can connect it too: all it needs is an API, web services, a database or file exchange.
Brands and logos belong to their respective owners and are shown only to indicate compatibility.
The problem
What happens when the CRM isn’t connected.
People end up acting as the bridge between systems: copying, checking, correcting. It’s slow, expensive and customers notice.
- 01
Sales reps can’t see what the customer buys
Visiting without knowing orders or issues. Orders, invoices and payments inside the CRM.
- 02
Duplicate customer records
The same customer in the ERP, the website and the CRM. One customer record synced across all three.
- 03
Marketing without purchase data
Generic campaigns. Segments based on real behavior: what they buy, when and how much.
- 04
Opportunities that never reach the ERP
The quote gets retyped. Opportunity won, order created.
How we do it
A CRM integration in four steps.
Data map
What data each system holds, which one is in charge of what, and what problems exist today.
Connectors
We connect your systems to our integration hub via API, web services, database or files.
Real data
We validate the flows with real data before activating them in production.
Monitoring
Every exchange is logged, with retries and alerts if something fails.
We’re a good fit if…
You want your systems to work on their own.
- Your team moves data between systems by hand.
- Stock, price or order errors reach the customer.
- You want to grow across channels without multiplying the workload.
First meeting
What we review together.
- Which systems you use and how they share information today.
- Which flows to automate first and how often.
- Phased plan, timelines and budget.
Keep exploring
Other integrations we build.
Every project, with method.
We plan, build and deliver with the Trilogi methodology: defined phases, a single Project Manager and nothing goes live without your sign-off. And after launch, Customer Care looks after your service.
Frequently asked questions
What we’re often asked.
Which CRMs do you integrate with?
With Salesforce, HubSpot, Zoho CRM, Pipedrive, Microsoft Dynamics 365, Odoo CRM and any CRM with an API.
Which ERP data can I see in the CRM?
Orders, invoices, outstanding payments, price lists, products purchased and issues, on each customer’s record.
Can the CRM be connected to the online store?
Yes: new customer sign-ups, orders, abandoned carts and web activity reach the CRM for sales and marketing.
Can you connect the CRM with AI Agents?
Yes. Through our integration hub, your AI Agents query and update the CRM with data from all your systems.
Can you help us choose or implement the CRM?
Yes. We analyze your sales process and help you choose, configure and integrate the CRM.
Next step
Our business is to grow yours
Tell us which systems you use and what data gets lost along the way. We’ll show you how to connect them.