
SDL ERP CRM: Integrations
Empower your team to cultivate robust client connections using familiar tools and expedite growth with an integrated SDL ERP CRM: Integrations. Streamline your path to business achievement through automation.
Try automation, it’s free!
Please note: SDL ERP CRM: Integrations is not available yet.
This integration is still in development and will be added as soon as possible. Contact us for more status updates.
Meanwhile, you can automate your workflows using 100+ no-code bots currently available in airSlate.Access your go-to automation features right in your SDL ERP CRM account
This way, you have the tools for automated notifications, data transfer, and document generation with no extra effort directly in your software
What airSlate WorkFlow does
This no-code automation solution allows users to set up and run document-based workflows of any complexity hands-free. Integrating it with your client management platform will optimize the time spent on every contact.
When to try SDL ERP CRM Integration
Try this integration to automate your client workflow directly on the platform. Connect it to your WorkFlow account and set up the automation in the graphical user interface, which requires no coding skills.
Complete your SDL ERP CRM Integration and make things work faster
Step 1
Install and configure the Bot
Log in to your airSlate WorkFlow account or create a new one. All you need for that will be your current email address. Then, find the SDL ERP CRM Integration in the options and connect it with your corresponding software account.
Step 2
Add simple “if-this-then-that” logic
Set up the Steps and conditions to trigger the automation. You may set up your notifications, permissions, data transfer, and document generation to run with no manual input by integrating your CRM with airSlate WorkFlow.
Automate your processes with WorkFlow's integration bots for SDL ERP CRM
Questions & answers
Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
Ways to use the SDL ERP CRM Integration
Having the automation functionality up your sleeve can help you accelerate a lot of manually performed processes you deal with on a regular basis in your SDL ERP CRM. This solution requires no programming in the process of integrating, configuring, or carrying out the automated processes. All you need to do is take a short while to set up the automation connected with your platform.
Here are some things that automation can help you with:
- Get or send automated notifications triggered by the actions in your CRM. Set up the bots that can keep you in the loop concerning the changes in your customer profiles or documents related to them.
- Populate documents with data from your CRM. Connect your platform to the automation bots and never transfer data automatically again.
- Transfer information directly to your CRM from the finished documents to preserve information accuracy and save your time.
Discover more uses of this cutting-edge technology in your day-to-day tasks with clients’ profiles and increase your efficiency with no additional programming.
Other bots often used with SDL ERP CRM integration
How to set up automated processes with SDL ERP CRM Integration
airSlate WorkFlow offers a thorough set of automation resources that easily merge with your system for your team to speed up repetitive tasks and handle them effectively. By integrating WorkFlow features, you may automate the creation, routing, and approval of documents, reducing manual information entry and minimizing errors. This way, you may achieve faster processing times and enhance information accuracy.
Plus, SDL ERP CRM Integration allows for real-time information synchronization between systems, ensuring that all information is updated across your organization. With customizable workflows, you may tailor processes to suit specific business needs, enhancing flexibility and scalability. The integration also facilitates better collaboration among team members by providing a centralized platform for document management and connectivity.
SDL ERP CRM Integration in a few simple steps
- Access your airSlate WorkFlow profile or take a short while to sign up a new one.
- Open the Dashboard and build your first workflow by adding a document. You may as well find a suitable template with automation and the necessary file(s).
- Route the actions around the document in the Steps configurations.
- Open the Bots tab to set up the SDL ERP CRM Integration. Find the name of your respective system in the bot list and choose the type of automation you aim for.
- Establish the conditions for the bot to run and then click Install bot to save the changes.
- Proceed to the sharing options and send the workflow as a test or deliver it to the dedicated participants right away.
As you can see, integrating this automation not just optimizes functional efficiency but also enhances customer satisfaction by enabling faster and more accurate customer management.

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