Learn how to connect your favorite tools and automate your CRM workflows.
Hoicko CRM integrates with SAP through secure, bi-directional API sync — SAP pushes master data into the CRM, and the CRM pushes approved transactional data back into SAP, keeping both systems permanently in step.
Master Boards are the central repository for reference data — Accounts, Country, Region, Products, Payment Terms, Inco Terms, Plant, Currency, and more — and they sync automatically with SAP through a Global Import API.
Transactional Boards (Lead, Inquiry, Contact, Quotation, and Sales Order) are synced with SAP through secure API integration, so sales data stays consistent in real time between the CRM and ERP without manual re-entry.
Hoicko CRM automatically triggers an approval workflow whenever a KYC form or sales order is submitted, routing it to the correct approval team without any manual assignment.
Hoicko CRM automatically sends notifications whenever a linked record's status changes — for example, when a ticket, call, or visit status is updated, assigned users are notified without manual follow-up.
Hoicko CRM automatically blocks Sales Order creation for any account until its KYC verification is approved — this is a built-in automation, not a manual checklist step.
Once a sales order passes internal approval, Hoicko CRM automatically pushes it to SAP — no manual export or re-entry is required, and the returned SAP Sales Order Number is displayed directly against the originating inquiry.
When you select a Region Code (sourced from SAP master data) on a Lead or Inquiry form, Hoicko CRM automatically fills in the Region Name and Region/Country fields — these fields are locked to prevent manual mismatches with SAP.
