Sell with context.
Sync every promise.
Unify CRM, quoting, ERP, commerce, and customer data so the next sales action is grounded in the full account picture.
Revenue leaks in the handoff.
A closed opportunity still has to become a clean customer, valid quote, accurate order, fulfilled promise, and recognized transaction. Zaptiva automates that journey while keeping CRM and ERP responsibilities clear.
Everything the flow needs to hold together.
Designed around the full process—not a single isolated task.
Lead routing
Classify and route new demand using territory, product, account, or priority rules.
Quote validation
Check products, pricing, customer status, and required fields before order creation.
CRM-to-ERP sync
Keep customer, order, and account status aligned across front and back office.
Customer onboarding
Coordinate setup, documents, approvals, provisioning, and welcome actions.
Commission flows
Collect source activity and apply repeatable calculation and review logic.
Account alerts
Trigger action when important customer, support, order, or payment events occur.
Sales + CRM,
made visible.
This page-specific operating view brings the workflow, its owners, and its outcomes into one clear workspace.
Sell with context.
A visible path from input to outcome.
Each step stays traceable, recoverable, and owned.
Qualify
Route and enrich the lead with the data needed for the next decision.
Validate
Check commercial and operational requirements before committing.
Create
Build the customer and order in the systems that own fulfillment and finance.
Synchronize
Keep status and context flowing back to the revenue team.
Automation your team can see, trust, and improve.
Pick one process.
Build a reusable foundation.
What teams usually ask.
Clear guidance for evaluating fit, scope, ownership, and the path to production.
Can Zaptiva connect Salesforce and HubSpot to ERP systems?＋
Yes. CRM flows can connect to supported ERPs, databases, files, and custom systems to validate and synchronize customer and order activity.
How does Zaptiva prevent duplicate customers?＋
Flows can search existing records, standardize identifiers, apply matching rules, and route uncertain cases for review.
Can sales see order status from the ERP?＋
Yes. Relevant operational and financial status can be synchronized back to the CRM or another customer-facing workspace.
Ready to put sales + crm into motion?
Bring us one stubborn workflow. We’ll show you a practical way forward.