ERP & CRM Integration

Connect Your 3D Configurator
to ERP & CRM

Real-time integration with SAP, Oracle, Salesforce, Microsoft Dynamics, and custom systems. Configuration data flows directly from customer selection to your backend—no manual entry, no errors.

See Integration Demo

API Documentation

Supported Integrations

Native connectors for major platforms, plus API for everything else.

SAP

ERP

Native integration with SAP ERP and S/4HANA. Product data, pricing, and configuration sync in real-time.

Oracle

ERP

Connect to Oracle Cloud ERP and NetSuite. Bi-directional sync for products, orders, and customer data.

Salesforce

CRM

Deep integration with Salesforce CRM. Track opportunities from configuration to close.

Microsoft Dynamics

ERP/CRM

Integrate with Dynamics 365 Sales and Business Central. Unified customer and product data.

HubSpot

CRM

Connect configurations to HubSpot deals. Automatic lead capture and nurturing workflows.

Custom API

Custom

REST API for custom ERP systems. Comprehensive documentation and integration support.

Why ERP/CRM Integration Matters

Connect your configurator to your business systems for maximum impact.

Real-Time Data Sync

Product changes, pricing updates, and inventory levels reflect instantly in the configurator. No batch imports, no stale data.

Zero Data Entry Errors

Configurations flow directly from customer selection to your systems. Eliminate manual transcription and the errors it creates.

Faster Order Processing

Quote-to-order time drops from days to minutes. Sales teams close faster with accurate, system-validated configurations.

Unified Analytics

Configuration data enriches your CRM. See which products drive engagement and optimize your sales strategy.

Bi-Directional Data Flow

Data flows both ways—keeping your configurator and business systems in perfect sync.

From ERP/CRM to Configurator

  • Product catalog & variants
  • Real-time pricing
  • Inventory availability
  • Customer tiers & discounts
  • Configuration rules

From Configurator to ERP/CRM

  • Complete configurations
  • Customer lead data
  • Quote requests
  • Purchase intent signals
  • Configuration analytics

ERP & CRM Integration FAQ

Common questions about connecting 3D configurators to business systems.

How does SAP integration work?

We connect via SAP APIs (RFC, OData, or IDoc) to sync product master data, pricing conditions, and configuration rules. Completed configurations create sales documents in SAP automatically. We support both SAP ECC and S/4HANA.

Can you integrate with custom or legacy ERP systems?

Yes. We provide a comprehensive REST API that works with any system capable of HTTP requests. Our team has experience integrating with industrial ERP systems, custom databases, and legacy platforms.

How often does data sync?

By default, data syncs in real-time using webhooks and event-driven architecture. For high-volume scenarios, we can configure batch sync at intervals you specify. Critical data like pricing always syncs immediately.

Is customer data secure during integration?

Absolutely. All data transmission uses TLS encryption. We support SSO, OAuth 2.0, and SAML authentication. API access uses rotating tokens with configurable expiration. We are compliant with GDPR and SOC 2 requirements.

How long does integration setup take?

Standard integrations with SAP, Salesforce, or Dynamics typically take 2-4 weeks including testing. Custom ERP integrations vary based on complexity, usually 4-8 weeks.

What happens if the connection fails?

The configurator continues working with cached data. All transactions queue locally and automatically sync when connection restores. Nothing is lost, and customers experience no interruption.

Ready to Connect Your Systems?

See how Triddy integrates with your existing ERP and CRM infrastructure.

Schedule Integration Review