CRM Integrations
Connect SmartWMS with your CRM for unified customer data.
Supported CRM Systems
| Salesforce | Native |
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| HubSpot | Native |
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| Zoho CRM | Native |
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| Pipedrive | Native |
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| Bitrix24 | Native |
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| amoCRM | Native |
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| Custom CRM | API |
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Integration Benefits
- Single customer view: See orders in CRM
- Sync contacts: Customers flow both ways
- Order visibility: Sales sees fulfillment status
- Inventory info: Check stock from CRM
Salesforce Setup
- Install SmartWMS package from AppExchange
- In SmartWMS: Configuration → Integrations → Salesforce
- Click Connect
- Authorize in Salesforce
- Map objects
Object Mapping:
| Account | Customer |
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| Contact | Contact |
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| Opportunity | Quote |
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| Order | Sales Order |
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HubSpot Setup
- In SmartWMS: Configuration → Integrations → HubSpot
- Click Connect with HubSpot
- Authorize
- Configure sync
Synced Data:
- Companies ↔ Customers
- Contacts ↔ Contacts
- Deals → Orders (optional)
- Order status → Deal stage
Data Sync
Sync Direction:
| Customers | Bidirectional |
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| Orders | SmartWMS → CRM |
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| Inventory | SmartWMS → CRM |
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| Products | Configurable |
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- Real-time on changes
- Scheduled batch sync
- Manual sync
Custom CRM
For unsupported CRMs:
Option 1: Webhooks
- SmartWMS sends events
- Your middleware processes
- Updates CRM via API
Option 2: API Integration
- Build custom integration
- Use SmartWMS API
- Sync as needed
Use Cases
Sales Team:
- Check inventory before quoting
- See order fulfillment status
- View shipping tracking
Customer Service:
- Access order history
- See return status
- Check product availability
Troubleshooting
Sync not working:
- Verify OAuth tokens
- Check field mapping
- Review error logs
Duplicate records:
- Configure duplicate rules
- Use matching criteria
- Enable merge handling