ERP Next + Hey Oliver Integration

Integrate ERP Next to Hey Oliver in one click, or tell Integrately AI how you want each lead handled. Capture visitor activity, create customer profiles, update details, and sync your data automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ERP Next
    Document is cancelled in ERP Next Instant
  • ERP Next
    Document is changed in ERP Next Instant
  • ERP Next
    Document is inserted in ERP Next Instant
  • ERP Next
    Document is submitted in ERP Next Instant
  • ERP Next
    Document is trashed in ERP Next Instant
  • ERP Next
    Document is updated in ERP Next Instant
  • Hey Oliver
    Lead is created in Hey Oliver
Arrow Right
2.
  • ERP Next
    Create customer in ERP Next
  • ERP Next
    Create lead in ERP Next
  • ERP Next
    Search lead in ERP Next
  • ERP Next
    Update lead in ERP Next
  • ERP Next
    Add Issue in ERP Next

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Ready WorkflowsReady Workflows ย  for ERP Next + Hey Oliver Integration

Capture new leads, create matching records, update customer profiles, and keep your CRM synced, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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Connect more apps to your ERP Next + Hey Oliver flow

Extend your visitor tracking and ERP setup by syncing orders, email lists, financial records, team alerts, spreadsheets, and CRM contacts. Pick a combination and activate it in one click.

ERP Next
Hey Oliver
+
ShopifyShopify (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
HubSpotHubSpot (3)
H
E
S
When a lead is created in Hey Oliver, create a lead in ERP Next and create a customer in Shopify.
Every visitor tracked in Hey Oliver becomes a new lead in ERP Next and a customer profile in Shopify without manual re-typing.
H
E
S
If a Hey Oliver lead provides a company name, create a customer in ERP Next and create an order in Shopify.
Conditional routing ensures high-value Hey Oliver leads with company details create ERP Next customers and Shopify orders instantly.
H
E
S
Use Claude to categorise visitor intent, create an ERP Next lead, and add a Shopify customer.
Claude evaluates visitor behaviour captured in Hey Oliver so ERP Next and Shopify receive enriched lead classifications.

Supported triggers and actions for ERP Next and Hey Oliver

Mix and match to build the exact automation you need

ERP Next
ERP Next Triggers & Actions
Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
Try it โ†’
Instant
Document is changed in ERP Next
Triggers the automation when a document is changed
Try it โ†’
Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
Try it โ†’
Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
Try it โ†’
Instant
Document is trashed in ERP Next
Triggers the automation when a document is trashed
Try it โ†’
Instant
Document is updated in ERP Next
Triggers the automation when a document is updated
Try it โ†’
Create customer in ERP Next
Creates a new customer
Try it โ†’
Create lead in ERP Next
Creates a new lead
Try it โ†’
Search lead in ERP Next
Searches for a lead
Try it โ†’
Update lead in ERP Next
Updates a lead
Try it โ†’
Add Issue in ERP Next
Adds an issue
Try it โ†’
Hey Oliver
Hey Oliver Triggers & Actions
Lead is created in Hey Oliver
Triggers the automation when a new lead is created
Try it โ†’
No action is available

What can you automate with ERP Next + Hey Oliver?

Streamline your visitor tracking and ERP workflows with powerful ready-made and custom automation scenarios.

What you can automate?
โšก
Capture every website lead instantly
Whenever a visitor converts in Hey Oliver, create a matching lead or customer record in ERP Next automatically without manual copy-pasting.
๐Ÿ“‹
Sync all submitted custom fields
Map every questionnaire answer, phone number, and company detail collected by Hey Oliver directly into your ERP Next database fields.
๐Ÿ””
Alert your team the moment leads arrive
Notify sales reps and operations staff instantly in Slack or via email whenever a high-value visitor completes a conversion action.
๐Ÿ”€
Route leads based on submitted criteria
Send enterprise visitors to dedicated account managers in ERP Next while routing standard inquiries to automated nurturing sequences.
๐Ÿ”„
Keep customer profiles updated continuously
Update existing ERP Next records whenever returning visitors trigger new behaviour milestones or update their details in Hey Oliver.
๐Ÿ”
Search and update instead of creating duplicates
Check whether an ERP Next customer already exists before creating a new record, updating their profile with fresh Hey Oliver activity.
๐Ÿท๏ธ
Handle later status changes and tagging
Apply custom tags in ERP Next whenever a tracked Hey Oliver visitor transitions through different campaign engagement stages.
๐ŸŒ
Extend your workflow to external apps
Connect your core ERP Next and Hey Oliver flow with HubSpot, Google Sheets, Slack, or Mailchimp to power multi-app pipelines.
And much more...

Who is ERP Next + Hey Oliver integration for?

Connecting ERP Next and Hey Oliver streamlines lead capture and record creation for teams managing visitor traffic and enterprise operations.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Agency account managers
Agency account managers
Customer support leads
Customer support leads
Operations managers
Operations managers
Finance managers
Finance managers
๐Ÿ“ˆ
Performance marketers
You're running marketing campaigns that drive visitor traffic into Hey Oliver, but your ERP Next pipeline only updates when someone manually exports leads, so your conversion counts are always hours behind โ€” this integration means every new lead lands in your systems instantly and your acquisition metrics stay current.
๐Ÿ’ผ
Sales development reps
You rely on rapid outreach when website visitors show buying intent in Hey Oliver, but delays in creating ERP Next records mean hot prospects wait too long for a response โ€” automating both apps means every lead generates an immediate ERP record so you can initiate contact while interest is peak.
๐Ÿ“Š
Agency account managers
You manage client web properties tracked by Hey Oliver and need to report accurate acquisition figures in ERP Next, but manual entry introduces discrepancies that frustrate clients โ€” connecting these apps means every visitor conversion is logged reliably and your operational reporting is always accurate.
๐ŸŽง
Customer support leads
You process incoming visitor inquiries from Hey Oliver inside ERP Next support modules, but missing submission details force you to chase customers for context โ€” with this integration, every form field and tracking event flows directly into your records so support issues can be resolved faster.
๐Ÿ“ฆ
Operations managers
You oversee order fulfillment and customer account creation following website conversions in Hey Oliver, but manual ERP data entry causes fulfillment bottlenecks โ€” this integration means every new visitor automatically establishes valid customer profiles so your downstream operations run smoothly.
๐Ÿ’ณ
Finance managers
You audit incoming customer records and revenue pipelines originating from Hey Oliver campaigns, but inconsistent ERP entry leaves gaps in your financial history โ€” automating both apps means every customer profile is created uniformly and your financial audit trails remain complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate ERP Next + Hey Oliver

Build and manage your ERP Next + Hey Oliver automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ERP Next + Hey Oliver with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ERP Next to Hey Oliver?
Frequently Asked Questions
You can connect ERP Next to Hey Oliver in one click using pre-built templates or ask Integrately AI to build your automation. It syncs data across Shopify, Mailchimp, QuickBooks Online, Slack, Google Sheets, and HubSpot effortlessly.
Can I automatically create ERP Next leads from Hey Oliver visitor submissions?
Frequently Asked Questions
Can I connect ERP Next, Hey Oliver, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ERP Next and Hey Oliver?
Frequently Asked Questions
How does ERP Next handle customer records created from Hey Oliver?
Frequently Asked Questions
Can Hey Oliver track visitor behavior and trigger ERP Next updates?
Frequently Asked Questions
Do I need coding skills to automate ERP Next and Hey Oliver?
Frequently Asked Questions
Is the ERP Next and Hey Oliver integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect ERP Next or Hey Oliver With 1500+ Other Apps

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Hey Oliver
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