Xstreamline Solutions
Connected Sales & Operations

CRM Integration & Custom Systems

Xstreamline builds custom CRM integrations and automations that connect your sales CRM to everything running around it — ERP, Accounting, Warehouse, and Scheduling. Since 2006, we’ve kept systems in sync.

Speak With a Specialist
Methodology

How We Engineer Your CRM Integration

On a different CRM? If it has an API, we can build it. The platform doesn’t matter — just the workflow you want to automate.

1

Define Systems & Desired Flow

Tell us your CRM (Zoho, HubSpot, Salesforce, Highrise, custom) and what you want connected: ERP, Accounting, Warehouse, Scheduling, or Ecommerce.

2

Tailored Architecture Scoping

We scope the integration around your exact processes and data schemas — defining triggers, webhook endpoints, and mapping rules.

3

Build, Test & Deploy

Our dedicated senior engineering team develops the connectors, executes sandbox testing, validates live sync, and deploys without disruption.

4

Continuous Ongoing Support

We provide SLA-backed maintenance and ongoing optimizations as your sales pipeline, tags, and operational requirements evolve.

Featured Case Study

Zoho CRM, Metrics Application & ERP Integration

Challenge:The client operated three disconnected systems that could not share data: Zoho CRM, a custom Metrics Application built by Xstreamline, and their main ERP. They needed to send targeted emails directly from the Metrics Application based on specific metrics data, while synchronizing contact tags and customer records in real time.
Solution:Xstreamline engineered a seamless integration that connected all three platforms, adding automated customer/contact creation, dynamic tagging logic, and direct email dispatching inside the Metrics Application.
Key Results:
  • Tags applied in Metrics Application sync directly and immediately to Zoho.
  • Targeted email campaigns launch from Zoho with clean, synchronized data.
  • Completely eliminated duplicate entry and cross-system discrepancies.

Whatever You Need Flowing Into or Out of Your CRM

We scope it, build it, test it, and keep it running smoothly.

Zoho CRM

Zoho CRM

Complete contact sync, metrics application triggers, deal synchronization, and automated tag segmentation.

HubSpot

HubSpot

Seamless inbound lead handoff to ERP sales orders, quotation status updates, and lifecycle sync.

REST / SOAP / Webhooks

Custom APIs & Highrise

If your CRM has an API, we can connect it. Any REST, SOAP, or webhook-based platform supported.