Tealfabric

Buyer question

How do I automate customer onboarding across CRM and ERP?

You keep CRM and ERP. Tealfabric runs the process between them: a form or portal submit becomes a governed workflow that writes systems of record and leaves lineage ops can replay.

The actual problem

Onboarding still runs through email, forms, and re-keying. Someone copies fields into Salesforce or HubSpot, then into ERP. Handoffs have no shared execution history.

iPaaS can map fields. It rarely owns the case when data is incomplete, a duplicate appears, or finance asks what happened.

What to run instead

Stand up one request-to-action workflow: WebApp or email intake → ProcessFlow → CRM and ops records → exception path with human approval.

Do not replace Salesforce or NetSuite. Connect them. Measure lead time from submit to CRM record, and the share of requests that stay on the controlled path.