CPQ and CRM Integration
Accelerate Your Sales Cycle with Unified Quoting and Customer Intelligence
With Cincom CPQ and CRM integration, your team can create fast, precise, and personalized quotes, leveraging real-time customer insights and product data, directly within your CRM. No more manual delays, no more switching between systems.
The Power of CPQ and CRM Integration
Quote from CRM
Generate quotes directly from CRM opportunities using real-time product and pricing data.
Personalized Quotes
Tailor every quote with customer-specific terms, preferences, and historical data.
Automated Workflows
Streamline approvals and automate deal progression to eliminate delays.
Improved Forecasting
Gain better pipeline visibility and forecast accuracy with synchronized quote data.
Core Benefits of Cincom CPQ–CRM Integration
Cincom CPQ bridges the gap between customer engagement and sales execution. Our integration ensures that what your reps quote is always valid, profitable, and aligned with customer needs—without rework or manual errors.
Quicker Sales Cycles
Empower reps to quote faster using built-in configuration logic, pricing rules, and guided selling—all from within their CRM dashboard.
Accurate, On-Brand Proposals
Auto-generate proposals populated with real-time CRM data—contact info, opportunity details, and terms—eliminating manual entry and inconsistencies.
Reduced Administrative Burden
Automate approval routing and quote generation to keep high-value deals moving while reducing operational overhead.
Improved Forecasting and Sales Process Efficiency
As every quote lives within the CRM pipeline, sales managers gain full visibility into deal progress, quote-to-order conversions, and revenue forecasts.
Real-Time Customer Context
Personalize every configuration and proposal with customer history, preferences, and previous purchases pulled directly from your CRM.
Curious About How CRM and CPQ Integration Can Work For Your Team?
Adapt Fast. Connect Faster. Scale Smarter.
Seamless Fit with Your Sales Stack
Cincom’s API-first architecture means you can integrate CPQ into the CRM tools you already use—without rigid workflows or complex IT workarounds.
Accelerate Time-to-Value
With low-code integration options, reusable templates, and proven connectors, Cincom enables most customers to start realizing value in weeks, not quarters.
Configure at Your Pace
Start with the essentials—quote generation, pricing logic, and CRM syncing—and scale into workflows like proposal generation, BOM creation, or deal approvals.
Maintain Data Sync Automatically
Ensure CRM data, quote information, and customer terms are always in sync. Eliminate double entry, version mismatches, and sales bottlenecks.
Evolve as You Grow
As your product catalog expands, regions increase, or you move into subscription sales, Cincom’s platform evolves with you—without needing to rebuild integrations.
Why Our CRM Integration Framework Stands Apart
We understand that every business has a different tech stack. That’s why our CPQ and CRM integration approach is flexible, fast, and future proof.
Secure, flexible integration with modern REST APIs
Native support for enterprise CRMs like Dynamics 365 and Salesforce
No middleware lock-in—more control, less complexity
Embedded CRM experience for employees
Prebuilt templates for rapid deployment
Modular framework to scale with your needs
Dealer portal option, no extra CRM licenses required
Omnichannel-ready with eCommerce integration
Struggling with Quoting Errors and Scattered Data?
Discover how Cincom CPQ and CRM integration creates a single source of truth—from engineering to sales.
Why Choose Cincom for CPQ and CRM Integration?
At Cincom, we don’t just integrate systems—we connect your people, processes, and platforms for end-to-end selling success.
Built to Fit, Not Force
No matter your CRM or ERP ecosystem, our modular integration adapts to your workflows—not the other way around.
Faster Time to Value
Using preconfigured components and guided onboarding, Cincom helps you go live and start seeing results fast.
Ready for What’s Next
Whether you’re expanding into new markets, adding product lines, or digitizing your sales channels, Cincom CPQ is built to scale.
Hands-On Integration Expertise
From strategy to setup and beyond, our experienced integration consultants guide your team every step of the way.
Popular CRMs We Integrate With
Embed Cincom CPQ within Dynamics for real-time quoting, proposal generation, and opportunity tracking—without leaving your CRM.
Unify customer data and product configuration workflows by integrating Cincom CPQ directly into your Salesforce environment.
Drive quoting speed and consistency with native integration into SAP CRM systems—boosting alignment and quote-to-order accuracy.
Enable seamless configuration, quoting, and order transfer by integrating Cincom CPQ with Oracle’s customer data and sales workflows.
Reduce Quoting Errors. Accelerate Sales Velocity.
Discover how Cincom CPQ integration drives speed, accuracy, and cross-functional alignment.
Frequently Asked Questions About Cincom CPQ-CRM Integration
1. What is CPQ and CRM integration, and why does it matter?
It connects product configuration, pricing, and quoting tools (CPQ) with customer relationship management systems (CRM), enabling faster and more accurate quotes based on real-time customer data.