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Integrations

CRM & ERP Two-Way Sync

Co-exist with Salesforce and your ERP — bi-directional sync, not a one-time import.

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CRM & ERP Two-Way SyncCRM, ERP and accounting systemsMap fieldsField mapping — Sell.Do ↔ your ERPbi-directionalSELL.DO FIELDDIRECTIONERP FIELDLAST SYNCBooking→Sales order12s agoReceipt→Customer payment12s agoDemand letter→AR invoice1m agoUnit master←Material master6m agoCredit note↔Credit memoconflictConflict rules✓ Source of truth per field✓ Retry with back-off, never silent◷ 1 credit note awaiting a humanFinance stops double-entryBookings, receipts and demands postinto the ERP as they happen — not ina month-end Excel upload.Close time down from 9 days to 2.

The problem teams live with

Sales books a unit in the CRM and finance re-keys it into the ERP at month end. The two systems disagree about what was sold, for how much, and whether the money arrived. Closing the books takes nine days, most of them spent reconciling two versions of the same truth.

How Sell.Do solves it

Sell.Do syncs to your ERP and accounting stack in both directions, field by field, with an explicit source of truth per field. Bookings become sales orders, receipts become customer payments, demand letters become receivables — as they happen, not in a month-end upload. Conflicts do not resolve themselves silently; they queue for a human.

How it works

CRM & ERP Two-Way Sync, step by step

  1. 1Salesforce two-way sync
  2. 2SAP, Dynamics, Farvision & ERP feeds
  3. 3Stage & field mapping
  4. 4Sell.Do on top of your existing CRM

Two-way ERP sync with declared source of truth per field, and conflicts surfaced not swallowed.

What you get

Built for the real workflow

  • Salesforce two-way sync
  • SAP, Dynamics, Farvision & ERP feeds
  • Stage & field mapping
  • Sell.Do on top of your existing CRM
✦ Jarvis AI

Jarvis surfaces the conflict rather than picking a winner

A credit note exists in both systems with different values. Jarvis holds the sync, names the discrepancy, and waits for a person — because a finance system that guesses is worse than one that stops.

2 days
Month-end close, from nine
Per field
Source of truth, declared
Never silent
Conflicts queue for a human

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Frequently asked questions

The major enterprise ERPs and Indian accounting systems, plus a generic REST connector for anything else. The integration model matters more than the logo: field mapping, direction and conflict policy.

See CRM & ERP Two-Way Sync on your own pipeline

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