In ITAD, the race doesn’t start when you win the client, it starts when you can act on it.
For ITAD providers, scaling operations often means scaling complexity.
One of the most common bottlenecks? Client onboarding.
Sales teams close a deal in their CRM, but operations still have to re-enter account details into the ERP manually. It slows momentum, adds risk, and creates room for error.
The Solution?
The CRM-to-ERP Power App from Makor changes that. Built using Zapier, this Power App instantly syncs account data between your CRM system and Makor ERP.
As soon as a deal is closed, the client profile is automatically created in the ERP under Inbound Accounts, no emails, no rekeying, no friction.
HOW IT WORKS
-Sales closes a new client in CRM (e.g.HubSpot, Salesforce, etc.)
-Zapier connects the CRM to Makor ERP.
-Client details are instantly added to Makor ERP as a new Inbound Account.
-As jobs are processed, Makor ERP sends real-time updates to the CRM: job status, revenue data, & ESG reporting.
THE OUTCOME
This Power App transforms a manual handoff into a real-time, two-way process:
-Faster client onboarding
-Zero data re-entry errors
-Shorter time-to-first-pickup
-Smoother coordination between sales and operations
-Better visibility into client performance and ESG delivery
With this Power App, Makor ERP ensures that sales success turns into operational momentum, and proves your value from day one.