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SAP CRM Integration: Unlock Your Legacy CRM Data Without Waiting for S/4HANA Migration

Automate bidirectional sync between SAP CRM & your cloud CRM, ERP, marketing & service platforms for IT, Sales & Operations teamsmodernize customer data flows in under 5 days without touching middleware.

  • Reduce data latency from hours to minutesreplace CRM Middleware batch replication with real-time RFC/BAPI-triggered sync between SAP CRM & Salesforce, HubSpot or SAP Sales Cloud
  • Eliminate 22+ hours per week of duplicate data entry (from 25 hrs to under 3 hrs) via automated account, contact, opportunity & activity syncing across SAP CRM & connected systems
  • Accelerate S/4HANA migration readiness by 40%extract, cleanse & sync SAP CRM master data to target systems in parallel with migration planning, cutting go-live timelines by months
  • "2-day implementation" guarantee - Most clients go live in days, not months
  • SOC 2 + ISO 27001 compliance - Enterprise-grade security & governance built-in

Trusted by Fortune 500 leaders in financial services, technology, and global enterprise.

Fossil | Put It Forward
Eaton | Put It Forward
Fidelity | Put It Forward
Deckers | Put It Forward
Sitecore | Put It Forward
Opentable | Put It Forward

Modernize Customer Data Flows NowMigrate to S/4HANA on Your Timeline

Real outcomes from orchestrating SAP CRM with cloud CRM, ERP, marketing & analytics platforms

SAP CRM to Salesforce Enterprise Manufacturing Coexistence Use Case

Enterprise Manufacturing: SAP CRM-to-Salesforce Coexistence

70% reduction in data latency (from 4-hour batch replication to under 15 minutes) within 30 days through real-time bidirectional sync between SAP CRM & Salesforce during a multi-year S/4HANA migration.

Scenario: $2B manufacturer running SAP CRM 7.0 (Sales, Service, Interaction Center), SAP ECC 6.0 (SD, MM, FI), Salesforce (new cloud CRM for 3 divisions), Marketo, ServiceNow & SnowflakeCRM Middleware replicating accounts & opportunities in 4-hour batch cycles, causing reps to work from stale data, duplicate records across both CRMs & no unified customer view during multi-year S/4HANA transition.

Solution: SAP CRM business partner & opportunity data synced to Salesforce in real-time via RFC/BAPI with deduplicated account matching + SAP ECC order, invoice & delivery data surfaced on Salesforce account records + Marketo engagement data enriching SAP CRM activity history for reps still on legacy system + ServiceNow cases auto-linked to SAP CRM & Salesforce accounts + Snowflake receiving unified data from both CRMs for single-source-of-truth reporting + automated data quality scoring feeding S/4HANA migration readiness dashboard.

SAP CRM Automotive Service Integration Use Case

Automotive: Service & Parts Revenue Optimization

48% increase in service-to-sales conversion (from 8% to 11.8%) within 90 days through automated service history enrichment & parts recommendation triggers between SAP CRM, ECC & dealer management platforms.

Scenario: Automotive OEM with 450 dealer locations across SAP CRM (Service, Interaction Center), SAP ECC (SD, PM, MM), CDK Global (dealer management), Salesforce Marketing Cloud & Power BIservice advisors unable to see complete vehicle service history from SAP CRM within CDK, no automated follow-up on completed service orders & zero visibility into parts attach rate from the CRM.

Solution: SAP CRM service orders & interaction history auto-synced to CDK Global dealer records with vehicle VIN matching + SAP ECC parts inventory & pricing surfaced in SAP CRM service dashboards + Completed service orders triggering Salesforce Marketing Cloud follow-up campaigns with parts recommendations + SAP CRM warranty claim status visible in CDK service advisor screens + Power BI dashboards pulling SAP CRM service pipeline, ECC parts revenue & CDK dealer performance data.

SAP CRM Utilities Migration Bridge Use Case

Utilities: Customer Master Modernization & Migration Bridge

40% faster S/4HANA migration readiness (from 18-month timeline to 11 months) within the first quarter through automated SAP CRM master data extraction, cleansing & parallel sync to SAP Sales Cloud V2.

Scenario: Regional utility serving 2.1M customers across SAP CRM (IS-U CCS integration, Sales, Service), SAP ECC (IS-U, FI-CA, PM), SAP Sales Cloud V2 (target CRM), SAP BW & Tableauplanning S/4HANA migration but paralyzed by 8 years of SAP CRM customizations (420+ Z-tables, 180+ custom transactions), duplicate business partner records & no clean path to extract customer master data for the target system.

Solution: SAP CRM business partner records extracted via RFC with automated deduplication & data quality scoring + Clean customer master synced to SAP Sales Cloud V2 in parallel with S/4HANA migration planning + SAP ECC IS-U contract & billing data enriching Sales Cloud V2 account records + SAP BW historical reporting data accessible via Sales Cloud V2 dashlets + Tableau migration progress dashboards tracking data quality, record counts & sync reliability across legacy & target systems.

Automate Every Customer Signal Into & Out of SAP CRM

no code SAP CRM integration automation

Bidirectional sync between SAP CRM & your cloud CRM, ERP & service platformstrigger workflows via RFC, BAPI & IDoc interfaces without modifying your SAP CRM instance

  • SAP CRM opportunity status changed → Auto-update Salesforce/HubSpot/SAP Sales Cloud opportunity → Sync products & pricing → Trigger ECC ATP check → Notify rep via Slack with fulfillment ETA
  • Salesforce lead converted → Create or update SAP CRM business partner via BAPI → Assign to CRM territory → Enrich with ECC purchase history → Trigger CRM activity for inside sales team
  • SAP CRM service ticket created → Auto-create ServiceNow incident with customer & product context → Pull ECC warranty & contract data → Alert account owner in Salesforce → Update priority based on account value
  • SAP ECC sales order invoiced → Update SAP CRM opportunity as won/invoiced → Push invoice data to Salesforce for rep visibility → Trigger Marketo customer welcome campaign → Update Snowflake revenue data
  • SAP CRM business partner modified → Sync changes to Salesforce, SAP Sales Cloud & ECC simultaneously → Validate address & tax ID → Update marketing preference flags → Log change for audit trail

Quantified ROI: What SAP CRM Integration Delivers

Measurable data modernization, operational efficiency & migration acceleration from intelligent SAP CRM automation

  • Cut data latency by 95%Replace CRM Middleware 4-hour batch replication with real-time RFC/BAPI-triggered sync between SAP CRM & Salesforce/HubSpot/Sales Cloud, giving reps current data within minutes instead of hours
  • Reclaim 1,140+ hours per year for sales, service & IT teamsEliminate duplicate data entry across SAP CRM & cloud CRM systems, manual IDoc monitoring & middleware troubleshooting (22 hrs/week to under 3 hrs/week)
  • Accelerate S/4HANA migration by 40%Extract, deduplicate & quality-score SAP CRM business partner data in parallel with migration planning, cutting 7+ months from typical data preparation timelines
  • Reduce duplicate business partner records by 85%Automated matching rules across SAP CRM, ECC & cloud CRM systems prevent duplicate creation during coexistence period (from 18% duplication to under 2.7%)
  • Achieve 99.5% data sync reliabilityReplace fragile CRM Middleware & PI/PO-based interfaces with monitored, error-handling automated pipelines between SAP CRM & 700+ connected systems

SAP CRM Integration Leader

David Hrynk

Director of Program Management

“Having our global teams all working from the same page is critical to our success. Put It Forward exceeded way beyond where others died.”

Uma Asthana

Director of Operations and Technology

“What you just did for our teams' productivity and how we work was magic - you guys are rock stars, I’m truly blown away”

Udo Waibel

CTO

Put It Forward takes us where no others could - we struggled for years with an enterprise data story - this solved it across the board”

Sarika Saoji

Marketing Platform Technologist

“For me when our internal teams tried to replicate the Put It Forward technology that was when the pin dropped … these are really smart people”

Why Teams Choose Integration Designer Over Code, RPA, and File Drops

The Only Option Built for Governed, Multi‑System Integrations

19 integration features that matter most when choosing between code, RPA, connectors, and file transfers.
CapabilityPut It ForwardCode/MiddlewareRPAVendor ConnectorBulk File Transfer

Architecture & Scale

No Code Solution

Yes, Native

No

Scripts

Limited

No

Bi-Directional Integrations

Yes, Full

Build

NA

Limited

NA

Data Transformations (with validation)

Yes, Native

Build

No

No/Fixed Mapping

Limited

Data Persistence / State Management

Yes, Native

No

No

No

N/A

API Gateway Compatible

Yes

Build/3rd Party

No

No

No

Service Integration

Yes, Native

Yes, Build

No

No

N/A

Secure On-Premise Integration

Yes, Native

Requires Special Config/No

No

No

No

Intelligence & Automation

Custom Business Rules

Yes, Full

Limited

Limited to scripts

No

No

Process Automation & Orchestration

Yes, Full

Limited

Scripts

Not focused

No

Process Mining

Yes, Embedded

No

No

No

No

AI Agents (Integrated)

Yes, Native

Limited, Build

Scripted

No

No

Governance & Operations

Integrated Data Governance

Yes, Native

No, 3rd Party

Not Focused

Not Focused

No

Error Capture and Correction

Yes, Full

Limited, Build

No, Scripted

No

Not Focused

Integration Reporting, Analytics and Alerts

Yes, Native

Limited

N/A

Limited

No

Audit Reporting and Analytics

Yes, Full

No, Limited

No

No

Limited

Full API Access and Support

Yes, Native

Yes, Build

No, Limited

No

N/A

Implementation support

Yes, Full

Self Funded/SoW

Self Funded/SoW

Self Funded/SoW

Self Directed

Partner API Roadmap Alignment

Yes, Supported

No

No

No/Lagging

NA


Take A Tour Of How The Integration Designer Works

Put It Forward - Integration Designer Demo Tour

You'll see in this scenario the Put It Forward Integration Designer connecting two best-of-breed systems together.

  • Work with standalone configuration-based connectors which can be included in the Process Designer
  • Set the integration interval from real-time to intraday
  • Create business rules and event triggers for seamless execution

Put It Forward's Composable Integration Auto Data Mapper is a powerful tool for streamlining and automating the data integration process.

  • AI algorithms automatically map fields between integrated systems and services
  • Reduce manual effort and time needed to be productive
  • Always stay ahead by taking advantage of the latest API changes

Conversational AI Agents

Discover how Put It Forward's AI-powered Integration Designer uses conversation to simplify complex business rule creation.

  • Convert complex business rules from natural conversation into functions
  • Go faster without having to learn how Put It Forward works at an expert level
  • Reduce the costs of IT and increase the quality of your data

2-Day Integration and Automation Enhancement, Not 2-Month Projects

We all implement new technology; a transformation or automation project can be simple, targeted, or enterprise-wide.

Accelerate time-to-value and reduce risk with a proven integration plan.

Our proven methodology ensures low-risk, high-impact integrations. Most clients see measurable ROI in the first year accelerated by best practices and enterprise-grade support.

  • Most clients see improved integration automation performance within 48 hours
  • Zero disruption guarantee - No downtime to existing systems, pipelines or data loads

Implementation timeframes depend on scope and complexity:

  • Hour 1-2: Configure connection source and destination
  • Hour 2-36: Business rule configuration and validation
  • Hour 36-48: Full deployment

Put It Forward SAP CRM Integration & Automation Resources

Guide to Agentic Workflows

Guide to Agentic Workflows

This guidebook gives Integration Designer users a practical roadmap to implement AI agentic workflows, integrating intelligent automation and predictive analytics,  to optimize business processes and decision-making.

Process Automation vs Orchestration

Process Automation vs. Orchestration

With increasing workloads across the organization, this discussion walks you through the right time to use process automation or an orchestration solution for integration.

How to real time data integration for Databricks users

Real-Time Integration Best Practices

Integration Designer users will learn practical best practices to automate, scale, and secure real-time data integration and automation for instant, unified insights and agile business operations.


What You Should Do Next

Get My Personalized IT Automation Demo:

Discover how leading IT teams are slashing manual work by 80% and accelerating digital transformation with Put It Forward. See real use cases, ROI, and outcomes tailored to your environment. No sales pitch, just actionable insights.

Key IT Transformation and Leadership Assets

Revenue Operations IT Intelligent Automation Playbook

Revenue, Operations and IT Playbook

Discover practical strategies and real-world benefits of intelligent automation to streamline IT operations, integrate data, and drive business transformation.

Intelligent Automation Buyers Guide

Buyer Guide For Intelligent Automation

Get expert guidance on evaluating, selecting, and deploying intelligent automation solutions to maximize IT transformation, efficiency, and business impact.

How PIF's Architecture Works

Step through the architecture of Put It Forward; by the end of this video, you'll understand the platform, its components, and how it makes a difference in the enterprise.

SAP CRM Integration – Frequently Asked Questions (FAQs)

How fast can we connect SAP CRM to Salesforce, SAP Sales Cloud & our cloud platforms?

Put It Forward offers pre-built SAP CRM connectors via RFC, BAPI & IDoc interfaces with no-code workflow templates for Salesforce, SAP Sales Cloud V2, HubSpot, ServiceNow, Marketo & 700+ other applicationsenabling most organizations to automate SAP CRM data flows in 2-5 days vs. 12-20 weeks for custom PI/PO or CPI iFlow development.

Will this integration disrupt our live SAP CRM instance or existing CRM Middleware?

No. Put It Forward connects through SAP CRM's published RFC & BAPI interfaces with zero modifications to your SAP CRM system. No ABAP customizations, CRM Middleware changes, or transport requests are requiredyour existing configurations, business partners, organizational model & customizations remain fully intact.

How do you handle SAP CRM custom Z-tables, custom transactions & BAdI enhancements?

Put It Forward supports full mapping of SAP CRM custom Z-tables, BAPI extensions, BAdI enhancements & custom transaction dataensuring integrations work with every customization in your SAP CRM instance without requiring ABAP changes or transport deployments to the legacy system.

Can you help us bridge SAP CRM to SAP Sales Cloud V2 during S/4HANA migration?

Yes. Put It Forward runs bidirectional sync between SAP CRM & SAP Sales Cloud V2 throughout the migration periodkeeping both systems current so business continues uninterrupted while S/4HANA migration proceeds. Once migration completes, the SAP CRM leg is decommissioned and the Sales Cloud V2 pipelines continue.

How do you handle business partner deduplication between SAP CRM & cloud CRM systems?

Put It Forward applies configurable matching rules on SAP CRM business partner number, email, company name, tax ID & address fields to automatically deduplicate records between SAP CRM, Salesforce/HubSpot & SAP Sales Cloudpreventing duplicate creation during coexistence while building a clean master for S/4HANA migration.

Does this work with SAP CRM 7.0, earlier versions & SAP ECC integration?

Yes. Put It Forward connects to SAP CRM 7.0, 6.0 & earlier via RFC/BAPI/IDoc, and simultaneously integrates with SAP ECC 6.0 (all EHP levels)handling the complete SAP CRM-ECC data exchange plus external cloud system orchestration in a single platform, regardless of your SAP version landscape.

How quickly will we see measurable ROI from automating SAP CRM integration?

Most clients see real-time data flowing between SAP CRM & cloud systems within 14 days, with full ROIincluding eliminated middleware latency, reduced duplicate records & faster S/4HANA migration readinesstypically realized within 60-90 days of deployment.