GoHighLevel + Shopify Operations Automation
Rebuilt Shopify-to-GoHighLevel opportunity sync on n8n with error handling after diagnosing pipeline, tag sync, and email failures.
Read the projectCRM/ERP integration
Keep your CRM and ERP working from the same facts.
Connect customer, order and operational records without making your team re-enter them. Define which system owns each field and how failed updates recover.
- 20–30 minute review
- No preparation needed
- One sync mapped
Start with a defined scope. Explore the relevant package.Automation Sprint
Organizations we’ve worked with
- Airbnb
- TheAMLab
- Hood
- NAMA
- Klaro
- GoBoon
- Studio Arlington
What disconnected systems cost you
The work of keeping systems aligned
Every one of these exists because the integration lives in people, not in a system.
The diagnosis
All six are one problem: people are the API between your systems of record. Replace that job with a real integration layer, and the rest of the list starts disappearing with it.
- 01Disconnected systems of recordCRM, ERP, and accounting each hold their own version of the customer — and none of them agree.
- 02Duplicate data entryThe same account, order, or invoice keyed into two or three systems by hand.
- 03Spreadsheet reconciliationMonth-end spent exporting and matching rows to figure out which system is right.
- 04Records that driftPrices, statuses, and customer details slip out of sync and quietly cause downstream errors.
- 05Fragile point-to-point scriptsOne-off connections that break silently and no one owns until something downstream fails.
- 06Handoffs that wait on re-keyingOrders and invoices queue behind whoever’s turn it is to copy them across.
One source of truth
Records that stay in sync
Account, order, and invoice records flow both ways through a reliable integration layer. Each record has a defined source of truth, so CRM and ERP agree without anyone re-keying data or reconciling spreadsheets at month-end. Here is what that looked like in production.
99.7% inventory accuracy
Store, warehouse, and supplier systems synchronized into one connected inventory platform across 127 locations — every record with a defined source of truth.
45% fewer stock-outs
With every system agreeing in real time, replenishment ran on live data instead of morning exports — $890K recovered in the first year.
ILLUSTRATIVE WALKTHROUGH
Agree record ownership before connecting systems
- 01
Customer · CRM owns contact details
Validated contact updates flow to the ERP without overwriting ERP-owned finance fields.
- 02
Order · ERP owns fulfilment
Order status flows back to the CRM so customer-facing teams can see progress.
- 03
Conflict · review queue
Duplicate identifiers or rejected updates keep their source data and go to an assigned owner.
The scope defines field mappings, update frequency, API limits, retries and reconciliation checks.
PUBLISHED PROJECTSee the work
See the work
behind the approach.
A published example of related work. Your systems, scope and acceptance checks are agreed separately.
Pick your record
See the re-keying disappear
Pick the record that hurts most — today on the left, through the integration layer on the right. A representative pattern; your field mapping will be exact.
Today — people bridge it
- 1Deal closes, account created in the CRMonly in CRM
- 2Details emailed to finance for ERP setupinbox limbo
- 3Finance re-keys the account by handre-keyed
- 4A billing detail slips in wrongsilent error
- 5Two systems now disagree about the customerdrift begins
Days to billable · keyed twice, drifting from day one
With the integration layer
- Account created once, in the CRMsource of truth
- Record propagates to the ERP instantlyauto
- Fields validated against the mappingverified
- Both systems agree from day onein sync
Minutes to billable · keyed once, verified
Works with the systems you already run
No rip-and-replace — the layer wires into your stack.+ any tool with an API
- HubSpot
- Salesforce
- Odoo
- SAP
- NetSuite
- Dynamics 365
- Zoho
- Shopify
- QuickBooks
- Xero
- Stripe
How it works
The capabilities that deliver it
A CRM/ERP integration layer is built from three engineering capabilities working together.
Primary
Integration & Platforms
Reliable APIs and a real integration layer so CRM, ERP, and accounting share one synchronized source of truth.
Field mappingSource of truthReliable sync
Explore capabilitySupportingAutomation
Sync logic, transformations, and reconciliation rules that keep records aligned without manual entry.
TransformationsReconciliationAlerts
Explore capabilitySupportingProduct Engineering
The integration layer is production software — versioned, tested, and monitored like a product, not a pile of scripts.
Reliable APIsSafeguardsMonitoring
Explore capabilityDo the math
How much human integration are you running on?
Slide to your reality. This is only arithmetic — the review tells you which of those records a real integration layer should move.
10500
115
Re-keying overhead
10hrs/week
≈ 460 hours a year of people acting as the API — re-keying, checking, and reconciling records a system should move.
Planning estimate based on the inputs above, not a forecast of savings.
Assumes ~46 working weeks a year. We will tell you which of those records a layer should move — and which it should not.
How we deliver
From manual reconciliation to synchronized systems
Four steps, and each one hands you a concrete artifact — not a status update.
- 01 · Discover
Map the records
We trace how accounts, orders, and invoices actually move between CRM, ERP, and accounting — and where people fill the gaps by hand.
You get
A field-mapping doc of how records really flow
Done when
The sync that costs the most reconciliation is chosen
- 02 · Design
Design the sync
We define the source of truth per record, transformation rules, and how conflicts get resolved — explicitly, on paper.
You get
A data ownership matrix — who owns which field
Done when
Every field has one owner and one direction of flow
- 03 · Build
Build the layer
We build a real integration layer with reliable APIs, retries, and safeguards — not fragile point-to-point scripts.
You get
The first record syncing end-to-end in production
Done when
A record entered once appears correctly everywhere
- 04 · Operate
Operate and verify
We ship with monitoring and reconciliation checks so drift is caught the moment it starts, not at month-end.
You get
Monitoring with reconciliation checks on every sync
Done when
Agreed mapping, retry and reconciliation checks pass
Is this the right starting point?
Where a CRM/ERP Integration Layer fits
We would rather map the wrong sync out than sell you an integration you do not need.
Good fit when
Start here- People re-key the same records between CRM, ERP, and finance
- Data conflicts across systems and no one is sure which is right
- Month-end is lost to spreadsheet reconciliation
- You have clear systems of record, they just do not stay in sync
Not a fit when
Not yet- A single native connector already keeps the two systems in sync
- The systems have no APIs or exports to integrate against at all
- The real need is a new product to build, not systems to connect
- Records are entered once and never need to flow between systems
Not sure which side you are on? Most teams aren’t — until the workflow is mapped.
Spreadsheet handoffs → production sync
When Sheets became the integration layer between CRM and ERP, the fix is governed handoffs — not more manual reconciliation. Architecture owns the design; this page owns the first production sync.
YOUR FIRST ENGAGEMENT
Start with one record that crosses systems.
Choose a customer, order or invoice flow. Map the source of truth and the business action that depends on an accurate update.
Start with a conversation
Show us the two systems, sample fields and a recent duplicate, missing or conflicting record.
An example helps; a finished specification is not required.
BEFORE IMPLEMENTATION
Know what you are agreeing to.
- Field ownership and mapping rules
- Duplicate, conflict and retry behaviour
- A scoped integration with end-to-end verification
We agree the scope, delivery approach and price before implementation. Where discovery is needed, its scope and fee are agreed first.
A connection is only part of the job. Access, API limits and recovery rules are reviewed before implementation.
BEFORE YOU GET STARTED
CRM/ERP Integration questions
Scope, delivery and what happens next. The details that help you decide.
A RELEVANT WAY TO WORK WITH US
Automation Sprint
Turn a defined workflow into an agreed automation scope. Review the package, deliverables and eligibility before choosing your next step.
Explore Automation SprintAsk about your projectWhich system becomes the source of truth?
Ownership is agreed by record and field. For example, the CRM may own contact details while the ERP owns fulfilment status. We document which updates may overwrite which fields.
How do you handle conflicting or failed updates?
We agree matching, conflict, retry and reconciliation rules. Unresolved updates retain enough context for investigation and go to an assigned owner instead of silently overwriting data.
Will the integration run in real time?
That depends on the APIs, event support, rate limits and business need. We agree an update frequency and recovery approach after reviewing those constraints; real-time sync is not assumed.
What happens before implementation starts?
We review the intended outcome, existing systems and dependencies, then agree deliverables, acceptance checks, responsibilities and price. If discovery is needed first, its scope and fee are agreed separately before that work begins.
How long will the work take?
The delivery plan depends on scope, access, integrations and review dependencies. We agree milestones after that assessment rather than promise the same timeline for every system.
What access or preparation do you need?
Bring an example of the workflow or user journey and an overview of the systems involved. We agree the access needed for the work. Do not send passwords or private customer data through the enquiry form.
What happens after handover?
Handover, documentation, defect coverage and any ongoing support follow the chosen offer and written scope. New features, additional integrations and continuing maintenance are not assumed to be included.
Start here
Stop being the integration layer
We will map how records move between your CRM and ERP, find the sync that costs you the most, and show you the first integration to build.
20–30 minutes · No preparation needed · Prefer to read first? How to stop being the glue between CRM and spreadsheets · Send a note instead