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Infor
Smartlead.ai

Connect Infor VISUAL to Smartlead

Integrate Infor VISUAL and Smartlead so operational records stay current in both systems. Connect the data that matters most to your teams without manual processes.

The world’s most innovative companies run on Commercient

SYNC data between Infor VISUAL and Smartlead

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  • Sync Infor VISUAL Items to Smartlead for Campaign Use
  • Connect Infor VISUAL Sales Orders Data to Smartlead Customer Segments
  • Sync Infor VISUAL Customer Regions and Segments to Smartlead
  • Import Smartlead Campaign Responses into Infor VISUAL
  • Update Smartlead Contact Status from Infor VISUAL Customer Activity
  • Sync Infor VISUAL Invoices Data to Smartlead for Spend-Based Segmentation
*Connection pairings may vary based on your platform specifications

Why Commercient?

With Commercient, you can integrate everything from basic data entry to on-premise or cloud-based end-to-end processes.

Inventory and supply chain reporting

Sync Infor VISUAL Inventory and Items data to Smartlead so operations teams can monitor stock turns, days of supply and replenishment performance.

Margin and profitability analysis

Connect Infor VISUAL cost and pricing data to Smartlead so finance teams can model product margins, customer profitability and segment-level revenue performance.

Accounts receivable reporting

Sync Infor VISUAL Invoices and Payments ageing data to Smartlead so finance teams can report on DSO, overdue balances and collection performance.

Vendor and spend analysis

Export Infor VISUAL Vendors and Purchase Orders spend data to Smartlead so procurement and finance teams can analyse supplier costs, category spend and compliance.

Trusted by teams from Fortune 500s to startups

See why more customers are choosing Commercient than any other solution

Commercient gets the SYSPRO data to our sales team as quickly as possible. So they’re armed with information when they’re looking at leads and opportunities in Salesforce.

Virgilio Felix
Chief Operating Officer at Café Spice

We had an odd ERP system, and Commercient were one of the few that were able to really support it well.

Todd Brown
Director of Lab Products and Electronic Materials at Polysciences

The sales guys on the US side were so impressed with how we’ve been doing this that now our Netherlands office wants the same sort of feel and the same efficiency on their team.

Vashti Ramgoolam
Director of Sales Administration at AudioQuest

We have inventory, buy/sell pricing, and customer details all synced over to Salesforce.. so Commercient definitely helps us.

Andrew Williams
General Manager at Maxijet Australia
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Make work flow with Commercient agents

Level up your Infor VISUAL to Smartlead integration with Agentic AI. Securely extract, summarize, and transform your integration data.

About Infor VISUAL

Infor VISUAL is a manufacturing ERP for engineer-to-order and project-based manufacturers, managing job costing, production, purchasing, inventory and financials.

About Smartlead

Smartlead is a cold email outreach and sales automation platform for sales teams, managing email campaigns, leads, inbox rotation, follow-up sequences and deliverability.

What customers have to say

Excellent 4.8 416 reviews

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Karina M.

★★★★★

Infor Visual to Salesforce

It has been a pleasure working with Commercient on the integration of our ERP and CRM systems. The success, application, and technical support teams have been extremely reliable in assisting with the integration.

Verified G2 user

★★★★★

Infor Visual to Salesforce

It has been a pleasure working with Commericent on the integration of our ERP and CRM systems. The success, application, and technical support teams have been extremely reliable in assisting with the integration. The Help Desk center streamlined timely support when needed. SYNC is solving the need for manual data entry into our CRM system by syncing new records and updating existing records on a daily basis,…

HEULE Precision Tools

★★★★★

We sought a solution to sync data from Epicor Prophet 21 to Zoho CRM and found our answer in Commercient. The setup process, led by Matt Fischer, was straightforward and trouble-free, and we've been enjoying seamless data synchronization for about 8 months now. I would highly recommend Commercient since it has significantly improved our internal sales team's accessibility to order information on the go.

Darrell Green

★★★★★

With Commercient's help, we've been able to seamlessly integrate our CRM's, allowing for smooth information transfer between Acumatica and Zoho. The team, especially Lynnette and Fernando, has been exceptional in ensuring all our issues are resolved. I would highly recommend Commercient for their tremendous support and ability to effectively cross-integrate our CRM's.

Rob Mogolov

★★★★★

Before partnering with Commercient, we were juggling two different systems to manage our business - INFOR for ERP and ZOHO for CRM. Commercient seamlessly linked these systems, improving our reporting efficiency and providing greater visibility for our sales team.

Jon C.

★★★★★

ERP Sync review

It has worked great for many years and have used it for at least 8 years. This works in the background and updates our CRM daily. Allows us to not do double entry of data. We are able to bring in inventory data along with product information easily to our CRM.

Verified G2 user

★★★★★

ERP and CRM Integrations

Communication - their team is very clear about needs, goals and outcomes High - we could not complete the process without them Commercient is working with us to integrate our ERP information into our CRM, giving us broader visibility into performance, inventory, and other key details across the organization.

Shane Merritt

★★★★★

We've been using Commercient to sync our ERP and CRM data since 2017. For us, it really was set it and forget it. The team helped us with the initial set up and now the information syncs effortlessly. I definitely recommend Commercient. We save so much time!

Verified G2 user

★★★★★

Time-Saving Sync That Streamlines Our Work

The sync really helps saves time and effort Commercient lets us keep our information in one place. It saves our reps time because they don’t have to re-enter the same information.

Vela, A.

★★★★★

Syncing Speed

I needed to resync HubSpot and Sage, and Commercient made it a breeze. Their system is extremely user-friendly, making it easy to sync information between ERP and CRM.

Ogdahl, K.

★★★★★

Happy Customer

The training sessions led by Santiago were well structured and highly informative. We were kept informed every step of the way which built a great deal of trust and confidence in the process.

Jones, J.

★★★★★

Very close to a successful outcome

We now have 2-way syncing going on between HubSpot and Infor Syteline, and are beginning to get adoption by our team. This tool has become vital in our operation. The amount of time it is going to save us more than pays for the tool.

Verified G2 user

★★★★★

Long and complicated process but they stuck with us the whole time.

The customer support has been pretty good. It has been over 2 years trying to get this to work in our system, and we are finally getting close to having it the way we need it. They have been very helpful, and haven't charged for additional support except for very specific out of scope things. It is soon going to be allowing us to reduce data entry. We have to enter information in two and sometimes three systems.…

Ryckman, C.

★★★★★

Commercient Hits The Mark

If you're looking for a way to sync Sage with HubSpot to import quotes or other information, Commercient is the way to go. Commercient was there through the entire process to help and the end results are incredible.

Verified G2 user

★★★★★

Very helpful team

The Commercient team was extremely helpful and solved my issues with their dedication and experience. Changing the salesperson information

Jon Chouinard

★★★★★

Great tool to sync your ERP and CRM

Verified G2 user

★★★★★

Effortless ERP-to-CRM Connection That Streamlines Internal Processes

Easily connects our ERP to the CRM to make internal processes easy. It allows us to not do double efforts in entering data

Chris Newville

★★★★★

We migrated from Sage 100 to X3 in 2018. Commercient has been instrumental to merging data from X3 to Salesforce. We've built detailed sales reports and living dashboards so our sales team can keep track of order entry, purchase orders, invoices, payments, and commissions.

Clark, D.

★★★★★

Workflow complete!

Santiago and his team were great and very instrumental in helping me set up a workflow for our members. I couldn't have done it without them!

Christopher Mundey

★★★★★

As PMI, our significant challenge was ensuring Salesforce & Quickbooks Desktop remained in sync. Thankfully, Commercient's automation drastically reduced our manual data entry time and heightened our accuracy.

Verified G2 user

★★★★★

ERP Insights Seamlessly Integrated into Our CRM

Bringing access and insight of our ERP system into our CRM. Monitoring realtime company wide performance.

Nick N.

★★★★★

Great product

Fantastic!! Once we were live, it's been a great experience and one I'd happily recommend to anyone. It works fantastically well, it's a great product and helps our Finance team in their day to day operations.

Frequently asked questions (FAQs)

Yes, Commercient can sync Infor VISUAL Items and Inventory to Smartlead so product data and stock information are current in both systems. Exact mapping depends on project scope.

Commercient can support bidirectional sync between Infor VISUAL and Smartlead when configured. Exact two-way capabilities depend on the systems involved and the integration scope.

Commercient can sync Infor VISUAL Price Lists to Smartlead when included in scope. Exact pricing sync capabilities depend on how pricing is structured in Infor VISUAL and how Smartlead accepts pricing data.

Commercient can support syncing Infor VISUAL Vendors and Purchase Orders to Smartlead when relevant to the integration workflow. Exact capabilities depend on both systems and the project scope.

Commercient scopes each integration based on the customer's Infor VISUAL and Smartlead configuration, the objects to be synced and the required sync direction. Timelines and supported objects are agreed during the scoping process.
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Commercient is an AI-first software company based in Atlanta, that connects ERP, CRM, eCommerce, and related systems through its cloud-hosted integration platform, with reusable templates and AI-assisted tools.
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