Unlock seamless ERP to CRM integration with Clarity Connect

In this impressive presentation, we dive deep into the world of CRM and ERP integration and reveal the incredible power of Clarity Connect. Prepare for a mind-boggling journey that pushes the boundaries of technology as we demonstrate how NetSuite and Zoho harmonize like never before.

Essentials:

Owners: While we normally sync accounts and contacts in our CRMs, their equivalent in the case of this real estate client is Owners. The first sync we'll perform in this video is to demonstrate an Owner sync.

Properties: The next sync, especially for a real estate company, is to sync the properties that are bought and sold on the platform. The second sync was a two-part sync where the first workflow created or updated the ownership information, with the second sync then associating that information with the Owner representing the property, and linking the records for their salespeople in the Zoho CRM.

But that's not all: there are numerous other integration workflows that this customer has us building, but they are currently in development at the time of this video production.

If you have any questions or would like more information about a Zoho integration or integration with NetSuite, Clarity is your team. Call us and we will be happy to discuss your integration needs.

#ERPIntegration #ZohoIntegration #NetSuiteIntegration #crmintegration #ClarityConnect

Keywords: ecommerce integration, ERP integration, Clarity Connect demo, CRM integration, Zoho integration, NetSuite integration, workflow automation, sales orders, refund requests, payments, account creation, contact creation, order status updates, shipping status updates, product updates, inventory updates, price updates.

Video Narrated: Ron Halversen
Video production: Ron Halversen

For more information and to get in touch with us about this solution, visit our Clarity Connect page: https://www.clarity-ventures.com/ecom…

To learn more about our eCommerce solution, visit Clarity eCommerce: https://www.clarity-ventures.com/ecom…

To learn more about the variety of integrations we are capable of, check out our Integrations page: https://www.clarity-ventures.com/inte…

Contact us: https://www.clarity-ventures.com/contact

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