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Integration Guide

CPQ and CRM Integration

Connect your CPQ with CRM and ERP systems for a seamless quote-to-cash process. Learn best practices and integration patterns.

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Why Integrate CPQ with CRM & ERP?

Integrated CPQ delivers maximum value by connecting your sales tools with the rest of your business systems.

Unified Data

Single source of truth for customer, product, and pricing data across all systems.

Streamlined Workflows

Automate handoffs between sales, operations, and finance teams.

Better Reporting

Complete visibility into your quote-to-cash pipeline and performance metrics.

Improved Collaboration

Sales, operations, and finance teams work from the same data.

Common CPQ Integration Patterns

CPQ + CRM Integration
Connect your CPQ with Salesforce, Microsoft Dynamics, or HubSpot for seamless opportunity-to-quote workflows.

Supported Systems:

SalesforceMicrosoft Dynamics 365HubSpotZoho CRM

Key Benefits:

  • Quote from CRM opportunities
  • Sync customer data
  • Track quote status in pipeline
CPQ + ERP Integration
Connect CPQ with SAP, Oracle ERP, or NetSuite for accurate pricing and order management.

Supported Systems:

SAP S/4HANAOracle ERP CloudNetSuiteMicrosoft Dynamics 365 F&O

Key Benefits:

  • Real-time pricing
  • Inventory visibility
  • Automated order creation
CPQ + eCommerce Integration
Enable self-service configuration and quoting through your digital commerce channels.

Supported Systems:

Salesforce Commerce CloudAdobe CommerceBigCommerceShopify Plus

Key Benefits:

  • B2B self-service
  • Consistent pricing
  • Guided selling online

Platform-Specific CPQ Integrations

Salesforce CPQ Integration

Salesforce CPQ is natively built on the Salesforce platform, providing seamless integration with Sales Cloud, Service Cloud, and Revenue Cloud.

Learn About Salesforce CPQ
Oracle CPQ Integration

Oracle CPQ integrates with Oracle CX Sales, Oracle ERP Cloud, and third-party CRMs via REST APIs and pre-built connectors.

Learn About Oracle CPQ
SAP CPQ Integration

SAP CPQ (formerly Callidus) integrates tightly with SAP S/4HANA, SAP Sales Cloud, and SAP Commerce Cloud for end-to-end quote-to-cash.

Learn About SAP CPQ

CPQ Integration FAQs

What is the difference between CPQ and CRM?

CRM (Customer Relationship Management) manages customer relationships and sales pipelines. CPQ (Configure, Price, Quote) specifically handles product configuration, pricing, and quote generation. They work together — CPQ is often integrated into or alongside CRM systems.

How long does CPQ integration take?

Simple CRM integrations can be completed in 2-4 weeks. Complex multi-system integrations (CPQ + CRM + ERP) typically take 2-4 months depending on data complexity and customization requirements.

Can CPQ integrate with ERP systems?

Yes, CPQ systems commonly integrate with ERPs like SAP, Oracle, NetSuite, and Microsoft Dynamics for real-time pricing, inventory availability, and automated order creation.

Need Help with CPQ Integration?

Our integration specialists can help you connect CPQ with your CRM, ERP, and other business systems.

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