

ERP Next + EspoCRM Integration
Integrate ERP Next to EspoCRM in one click, or tell Integrately AI how you want each lead handled. Create contacts, sync accounts, update CRM records, and alert your team automatically.
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Ready Workflows for ERP Next + EspoCRM Integration
Capture leads, create CRM contacts, update accounts, notify your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your ERP Next + EspoCRM flow
Extend your automation stack with marketing tools, payment gateways, accounting software, and messaging channels. Pick a combination and activate it in one click.


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Shopify (4)
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WooCommerce (4)
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Stripe (4)
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QuickBooks Online (4)
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Slack (4)
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Gmail (4)
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When a new Shopify order is created, create a lead in ERP Next, and create a contact in EspoCRM.
New Shopify orders instantly generate a lead in ERP Next and a contact in EspoCRM without manual data entry.
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When a Shopify customer is created, insert a document in ERP Next, and create an account in EspoCRM.
Every new Shopify customer triggers an ERP Next document and establishes an account in EspoCRM.
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If a Shopify order total exceeds 500 dollars, submit a document in ERP Next, and create an opportunity in EspoCRM.
High-value Shopify orders automatically submit an ERP Next document and open an opportunity in EspoCRM.
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Use Claude to categorize new Shopify customer inquiries, update the lead in ERP Next, and create a case in EspoCRM.
Claude analyzes incoming Shopify customer data, updates ERP Next, and opens a support case in EspoCRM.
Supported triggers and actions for ERP Next and EspoCRM
Mix and match to build the exact automation you need

ERP Next Triggers & Actions
Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
Try it → Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
Try it → Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
Try it → 
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
Try it → Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
Try it → Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
Try it → Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
Try it → Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
Try it → Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
Try it → Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
Try it → Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
Try it → Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
Try it → Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
Try it → Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
Try it → What can you automate with ERP Next + EspoCRM?
Streamline your business operations by connecting core CRM relationships with enterprise resource planning workflows.
🔄
Sync leads and customers between ERP Next and EspoCRM
Automatically transfer new leads, customer accounts, and contacts between your CRM and ERP systems the moment they are created.
📋
Capture every submitted field and document detail
Map all custom fields from ERP Next documents directly into EspoCRM records instead of just basic names and email addresses.
🔔
Tell the right person as soon as it happens
Send instant notifications to your sales or finance channel on Slack whenever a major deal stage changes or a document is submitted.
🔀
Do something different depending on submitted fields
Route high-priority opportunities to senior sales reps while standard inquiries flow into your general CRM queues automatically.
✏️
Keep your destination records up to date
Ensure modifications made to ERP Next documents instantly update corresponding contact and account details in EspoCRM.
🔍
Search and update instead of creating duplicates
Check whether a contact already exists in EspoCRM before creating a new record, updating existing profiles seamlessly.
💳
Handle later status changes like payment or cancellation
Trigger automated workflows when documents are cancelled, submitted, or updated in ERP Next to reflect accurate statuses.
⚡
Extend your workflow to external messaging apps
Connect your core ERP Next and EspoCRM flow with Slack or Gmail to notify teams and send client messages automatically.
And much more...
Who is ERP Next + EspoCRM integration for?
Operations managers, sales leaders, and finance teams relying on synchronized CRM and ERP data to eliminate manual entry errors and speed up customer workflows.
Finance directors
Sales managers
Client success leads
Operations supervisors
Account executives
Compliance auditors
📈
Finance directors
You're reviewing revenue reports but your financial entries only update when someone manually exports records, so the totals you're budgeting against are always hours behind — this integration means every transaction lands in your ERP instantly and your data stays current.
⚡
Sales managers
You need to act fast on incoming pipeline opportunities, but manual CRM data entry leaves your team finding out too late — automating both apps means every closed deal creates an immediate record and your reps can follow up without delay.
🤝
Client success leads
You answer to key clients who want to see daily project progress, but tracking information is scattered across unlinked systems — connecting these apps means client records and support updates sync automatically and stay transparent.
🔄
Operations supervisors
The volume of daily orders and customer records is too high for anyone to keep up by hand, leading to costly data discrepancies — this integration means every document submission updates your CRM profiles without manual copying.
👥
Account executives
You own the next client outreach step and depend on someone upstream to hand over contact details, but manual handoffs cause delays — automating both apps means new leads appear in your workspace the moment they are generated.
📋
Compliance auditors
You need a reliable audit history and keep finding gaps between your sales pipeline and ERP documents — with this integration, every document state change and contact update is recorded accurately across both platforms.

Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate ERP Next + EspoCRM
Build and manage your ERP Next + EspoCRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + EspoCRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Automation is ready
Connect ERP Next + EspoCRM Now 
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Frequently Asked Questions
How do I connect ERP Next to EspoCRM?
You can connect ERP Next to EspoCRM instantly using 1-click ready workflows or ask Integrately AI to build the automation. With 1,500+ integrations available, linking ERP Next, EspoCRM, Slack, Gmail, and Stripe takes only minutes.
Can I automatically create a lead in EspoCRM when an ERP Next document is inserted?
Can I connect ERP Next, EspoCRM, and Slack?
What is a good Zapier alternative for ERP Next and EspoCRM?
How does ERP Next data trigger updates in EspoCRM?
Can EspoCRM contacts update ERP Next records?
Do I need coding skills to automate ERP Next and EspoCRM?
Is the ERP Next and EspoCRM integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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