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.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ERP Next
    Document is updated in ERP Next Instant
  • ERP Next
    Document is trashed in ERP Next Instant
  • ERP Next
    Document is submitted in ERP Next Instant
  • ERP Next
    Document is inserted in ERP Next Instant
  • ERP Next
    Document is changed in ERP Next Instant
  • ERP Next
    Document is cancelled in ERP Next Instant
  • EspoCRM
    Target list is created in EspoCRM Instant
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM Instant
Arrow Right
2.
  • ERP Next
    Add Issue in ERP Next
  • ERP Next
    Update lead in ERP Next
  • ERP Next
    Search lead in ERP Next
  • ERP Next
    Create lead in ERP Next
  • ERP Next
    Create customer in ERP Next
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM
  • EspoCRM
    Search contact in EspoCRM
  • EspoCRM
    Update contact in EspoCRM
  • EspoCRM
    Delete contact in EspoCRM
  • EspoCRM
    Create lead in EspoCRM
  • EspoCRM
    Search lead email in EspoCRM
  • EspoCRM
    Update lead in EspoCRM
  • EspoCRM
    Delete lead in EspoCRM
  • EspoCRM
    Create task in EspoCRM
  • EspoCRM
    Create account in EspoCRM
  • EspoCRM
    Create case in EspoCRM
  • EspoCRM
    Create meeting in EspoCRM
  • EspoCRM
    Search account in EspoCRM
  • EspoCRM
    Update account in EspoCRM
  • EspoCRM
    Delete opportunity in EspoCRM
  • EspoCRM
    Delete meeting in EspoCRM
  • EspoCRM
    Create opportunity in EspoCRM
  • EspoCRM
    Search opportunity in EspoCRM
  • EspoCRM
    Search meeting in EspoCRM
  • EspoCRM
    Update opportunity in EspoCRM
  • EspoCRM
    Update meeting in EspoCRM
  • EspoCRM
    Search case in EspoCRM
  • EspoCRM
    Update case in EspoCRM
  • EspoCRM
    Delete account in EspoCRM
  • EspoCRM
    Delete case in EspoCRM
  • EspoCRM
    Create call in EspoCRM
  • EspoCRM
    Search call in EspoCRM
  • EspoCRM
    Update call in EspoCRM
  • EspoCRM
    Delete call in EspoCRM

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Ready WorkflowsReady 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.
Got a different task in mind? Describe it

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.

ERP Next
EspoCRM
+
ShopifyShopify (4)
+
WooCommerceWooCommerce (4)
+
StripeStripe (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
GmailGmail (4)
S
E
E
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.
S
E
E
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.
S
E
E
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.
S
E
E
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
ERP Next Triggers & Actions
Instant
Document is updated in ERP Next
Triggers the automation when a document is updated
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Instant
Document is trashed in ERP Next
Triggers the automation when a document is trashed
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Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
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Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
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Instant
Document is changed in ERP Next
Triggers the automation when a document is changed
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Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
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Add Issue in ERP Next
Adds an issue
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Update lead in ERP Next
Updates a lead
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Search lead in ERP Next
Searches for a lead
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Create lead in ERP Next
Creates a new lead
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Create customer in ERP Next
Creates a new customer
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EspoCRM
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
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Instant
Contact is created in EspoCRM
Triggers the automation when a new contact is created
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Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
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Instant
Contact is updated in EspoCRM
Triggers the automation when a contact is updated
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Instant
Task is created in EspoCRM
Triggers the automation when a new task is created
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Instant
Task is updated in EspoCRM
Triggers the automation when any task is updated
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Instant
Task is deleted in EspoCRM
Triggers the automation when a task is deleted
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Instant
Account is created in EspoCRM
Triggers the automation when a new account is created
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Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
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Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
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Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
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Instant
Case is created in EspoCRM
Triggers the automation when a new case is created
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Instant
Account is updated in EspoCRM
Triggers the automation when an account is updated
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Instant
Account is deleted in EspoCRM
Triggers the automation when an account is deleted
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Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
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Instant
Case is updated in EspoCRM
Triggers the automation when any case is updated
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Instant
Case is deleted in EspoCRM
Triggers the automation when any case is deleted
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Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
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Instant
Meeting is deleted in EspoCRM
Triggers the automation when a meeting is deleted
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Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
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Instant
Lead is created in EspoCRM
Triggers the automation when a new lead is created
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Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
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Instant
Call is created in EspoCRM
Triggers the automation when a new call is made
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Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
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Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
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Search lead by name in EspoCRM
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Create contact in EspoCRM
Adds a new contact to the database
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Search contact in EspoCRM
Finds and retrieves contact information
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Update contact in EspoCRM
Updates contact information with new details
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Delete contact in EspoCRM
Removes a contact from the address book
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Create lead in EspoCRM
Generates new leads for potential customers
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Search lead email in EspoCRM
Searches for a lead's email
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Update lead in EspoCRM
Updates the lead information
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Delete lead in EspoCRM
Removes a lead from the database
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Create task in EspoCRM
Creates a new task
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Create account in EspoCRM
Generates a new account
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Create case in EspoCRM
Generates a new case entry
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Create meeting in EspoCRM
Schedule a meeting
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Search account in EspoCRM
Searches for account information
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Update account in EspoCRM
Updates account information
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Delete opportunity in EspoCRM
Removes a opportunity from the system
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Delete meeting in EspoCRM
Removes a scheduled meeting from the calendar
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Create opportunity in EspoCRM
Creates a new instance of the support system
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Search opportunity in EspoCRM
Searches for a opportunity
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Search meeting in EspoCRM
Searches for a meeting
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Update opportunity in EspoCRM
Updates the opportunity details as needed
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Update meeting in EspoCRM
Updates meeting details
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Search case in EspoCRM
Searches for a case record
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Update case in EspoCRM
Updates case details
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Delete account in EspoCRM
Removes an account and all associated data from the system
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Delete case in EspoCRM
Removes the particular case from the system
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Create call in EspoCRM
Initiates a call to the recipient
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Search call in EspoCRM
Searches for a call
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Update call in EspoCRM
Updates call information
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Delete call in EspoCRM
Deletes a call entry from the database
Try it →

What can you automate with ERP Next + EspoCRM?

Streamline your business operations by connecting core CRM relationships with enterprise resource planning workflows.

What you can automate?
🔄
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
Finance directors
Sales managers
Sales managers
Client success leads
Client success leads
Operations supervisors
Operations supervisors
Account executives
Account executives
Compliance auditors
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.
Our team

Ready Workflows 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
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
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
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
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
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
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?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ERP Next to EspoCRM?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect ERP Next, EspoCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ERP Next and EspoCRM?
Frequently Asked Questions
How does ERP Next data trigger updates in EspoCRM?
Frequently Asked Questions
Can EspoCRM contacts update ERP Next records?
Frequently Asked Questions
Do I need coding skills to automate ERP Next and EspoCRM?
Frequently Asked Questions
Is the ERP Next and EspoCRM integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
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You Can Also Connect ERP Next or EspoCRM With 1500+ Other Apps

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