Keep your sales CRM and ERPNext in sync

Connect ERPNext to HubSpot, Salesforce and Zoho CRM so leads, opportunities and the customer master stay aligned across both systems. Your sales team keeps the CRM they know, and finance and operations get clean, current records in ERPNext.

3 CRMs

one customer record

1 or 2-way

sync

Zero

re-keyed data

How your CRM data flows into ERPNext

Source

Sales CRM

HubSpot

Salesforce

Zoho CRM

Connector

Sync layer

REST API and webhooks or an iPaaS layer, with field mapping and one or two way rules.

Native

ERPNext

Lead

Opportunity

Customer

Outcome

Quote to cash

Won deal becomes Quotation, then Sales Order, then Invoice, with no re keyed data.

HubSpot, Salesforce and Zoho flow through the sync layer into native ERPNext records, then on to quote to cash.

Three syncs that end the double entry

Leads, opportunities and the customer master flow between your CRM and ERPNext on their own, so sales, finance and operations all read the same records.

Lead sync

New leads captured in HubSpot, Salesforce or Zoho land in ERPNext with source, owner and contact details mapped, ready for your pipeline.

Source CRM tagged on every lead record
Owner and territory mapped to salesperson
Filter rules only sync qualified contacts

Opportunity sync

Deals and their stages, values and close dates stay aligned both ways, so a won deal in the CRM becomes an order ready record in ERPNext.

Bidirectional stage and value alignment
Won opportunities trigger quotes natively
Unified pipeline data that teams trust

Customer master sync

One clean customer master, kept in step across systems, with addresses, tax details and contacts mapped, so finance never chases the CRM for data.

Addresses, GSTIN, and contacts mapped
Duplicate checking matches unique companies
Real-time update flow prevents stale records

See the ERPNext CRM integration in action

Representative dashboard views showing how leads, opportunities, the customer master and field mapping stay in sync between your CRM and ERPNext.

Lead sync: every new lead lands in ERPNext, from any CRM

A lead created in HubSpot, Salesforce or Zoho flows into ERPNext within seconds, with source, owner, company and contact details already mapped to the right fields.

Source CRM tagged on every lead so you know where it came from

Owner and territory mapped so it reaches the right salesperson

Sync rules so only qualified leads flow through, not every contact

Lead Sync Queue

📸 Illustrative dashboard mockup, not a live ERPNext screenshot.

How ERPNext connects to your CRM

ERPNext already has native Lead, Opportunity and Customer objects. The integration keeps your external CRM aligned with them through Frappe's REST API and webhooks or an iPaaS layer.

🔗 Connect the CRM

Authenticate HubSpot, Salesforce or Zoho with OAuth or API keys. No code to write for standard objects.

🗂️ Map the fields

Match CRM fields to ERPNext Lead, Opportunity and Customer fields, and set one way or two way per object.

⚙️ Set the rules

Decide which records sync, how duplicates are matched, and how conflicts are resolved so nothing overwrites good data.

🔄 Sync and monitor

Webhooks stream changes in near real time, with a log to see every sync and replay any that need attention.

Every CRM, every sync

ERPNext Lead, Opportunity and Customer objects are native. External CRM sync is added through Frappe's REST API and webhooks or an iPaaS layer, one way or two way, with field mapping. Object models differ across CRMs, so mapping is set up per platform.

CRM Feature Support Matrix
CRM	Lead sync	Opportunity sync	Customer master	Method
HubSpot	Yes	Deals	Contacts and companies	REST API or iPaaS
Salesforce	Yes	Opportunities	Accounts and contacts	REST API or iPaaS
Zoho CRM	Yes	Deals	Accounts and contacts	REST API, iPaaS or Zoho Flow

The business case in three numbers

How CRM synchronization helps sales, operations, and finance teams succeed.

90%

Less double entry

Leads, deals and customers move on their own, so sales stop copying records into ERPNext and finance stop chasing the CRM.

Customer record

A single customer master that both systems trust, with no drift between what sales see and what finance bills.

Faster

Quote to cash

A won deal in the CRM is an order ready record in ERPNext, so quoting, invoicing and fulfilment start sooner.

Frequently Asked Questions

Everything you need to know about setting up and running ERPNext CRM integrations.

HubSpot, Salesforce and Zoho CRM, syncing leads, opportunities and the customer master. The connection is built on Frappe's REST API and webhooks or an iPaaS layer, one way or two way, with mapping per platform. Any other CRM with an API can be connected the same way.

Yes. Each object can run one way or two way. Records created or updated in the CRM flow into ERPNext, and ERPNext updates such as won opportunities and new customers can flow back, based on your rules.

Yes. ERPNext has native Lead, Opportunity and Customer objects, and Frappe CRM is a separate product. This integration keeps an external CRM aligned with those records rather than replacing them.

Each CRM models leads, deals and accounts a little differently, so mapping is set up per platform. You match every field to its ERPNext equivalent, handle type differences, and set conflict rules so a mismatch never silently overwrites good data.

Ready to automate yourSales CRM Sync?

Connect HubSpot, Salesforce or Zoho CRM to ERPNext. Streamline contact and lead sync, align deals, and manage the customer master natively on autopilot.

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