ERP CRM Account Reconciliation Agent8 nodes
ERP CRM Account Reconciliation Agent
Compare ERP customers against CRM accounts, detect mismatched ownership or billing fields, and open a governed RevOps review queue.
Workflow at a glance
The full canvas, before you import it
Click any node to see its config.
#ERP#CRM#RevOps#Account Matching#Data Sync#AI Agent#Sales
Click a node to select it — same as the Heym editor; the panel shows its settings.
8 nodes · Free & source-available
ERP CRM Account Reconciliation Agent
This RevOps workflow automation template handles a common enterprise integration problem: CRM and ERP records drift apart. The agent compares account records, explains mismatches, and routes only material conflicts for review.
What this workflow does
- NightlyAccountSyncCheck runs on a schedule
- FetchErpAccounts loads current ERP customer records
- FetchCrmAccounts loads CRM account records
- ReconciliationAgent compares ownership, billing IDs, lifecycle stage, and parent account data
- MismatchReviewGate branches on
SYNC_REVIEW - PostRevOpsReview sends material conflicts to Slack
- SaveReconciliationLog records the sync audit result
- ReconciliationResult returns the agent's summary
Setup
Replace the ERP and CRM API endpoints with your own systems, connect an LLM credential, choose the RevOps Slack channel, and select a DataTable for reconciliation logs.
How to import this template
- 1Click Import → Copy JSON on this page.
- 2Open your Heym and navigate to a workflow canvas.
- 3PressCmd+V/Ctrl+V— nodes appear instantly.
- 4Add your API keys in the node config panels and click Run.
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