CRM Integrations with Salesforce, HubSpot & More

Connect your order data directly to your CRM with Modulus 365. We sync customer details to your system of choice, bypassing your ERP to save you money and keep your sales and marketing teams aligned.

Bridge the Gap Between Operations and Customer Insights

Many businesses face a common challenge: their ERP provides solid financial and operational data but falls short on CRM functionality. This creates a data silo where your sales and marketing teams can’t easily access the rich customer information hidden within your order history.

Modulus 365 solves this problem by directly connecting your order management system to your CRM. Our solution bypasses the need for a complex and costly ERP-to-CRM integration, syncing all customer details from your orders directly to your CRM of choice. This ensures your sales, marketing, and customer service teams have immediate access to real-time customer data, empowering them to deliver personalized experiences.

The result is a streamlined business operation where you save money on expensive integrations and improve the accuracy of your customer data, contributing to overall business health.

 

Our Integrated CRM & Marketing Partners

We integrate with the world’s leading CRMs, providing a flexible solution that aligns with your business goals.

Salesforce

A cornerstone for enterprise sales teams, Salesforce is the CRM for large, data-driven organizations. Our integration ensures that valuable customer data from your orders flows seamlessly into Salesforce, helping your sales team gain a complete 360-degree view of every customer’s journey and purchase history.

HubSpot

HubSpot is a complete platform for marketing, sales, and service. Our integration ensures that every order placed is recorded against the customer’s profile in HubSpot. This enables your marketing team to create highly targeted campaigns and allows your sales team to engage with customers based on their purchase history.

Mailchimp

As a leader in email marketing, Mailchimp is perfect for automating customer communication. By syncing customer data from Modulus 365 to Mailchimp, you can easily segment your audience and trigger automated email campaigns for order confirmations, shipping updates, or post-purchase follow-ups.

Microsoft Dynamics

For businesses within the Microsoft ecosystem, our integration with Microsoft Dynamics 365 for Sales provides a familiar and powerful solution. We ensure that your customer and order data is aligned, enabling your sales team to manage relationships and pipeline more effectively based on real-time transactional data.

Constant Contact

Constant Contact is a user-friendly platform for email marketing. The integration with Modulus 365 allows you to grow your email list directly from your orders and send targeted marketing emails, newsletters, and promotional offers to your customers, helping you nurture leads and build brand loyalty.

Zoho CRM

As a flexible and cost-effective CRM, Zoho is a popular choice for businesses of all sizes. Our integration with Zoho CRM ensures that all your customer information, including order details, is consistently updated, giving your sales team a clear and accurate record of every customer interaction.


For Everyone Else: Custom Integrations

Our support for integrations doesn’t stop with the platforms above. We understand that some businesses use less common or even homegrown systems. That’s why we offer custom integration services to connect Modulus 365 to your existing CRM. We believe that integrating your systems shouldn’t cost a fortune, and we provide a transparent, affordable service to ensure you get the perfect fit for your business.


To see all our Integrations – both EDI, Channels, Suppliers:

Click here

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