---
title: 'Priority + Close CRM'
url: 'https://www.staging38.commercient.com/product/priority-close-crm/'
date: '2026-06-19T10:48:16-04:00'
modified: '2026-06-19T10:48:16-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Priority to Close CRM, giving your team access to Priority data directly within Close CRM. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Priority and Close CRM, giving sales teams access to ERP customer, order, invoice and inventory data from inside Close CRM. The integration supports customisable sync frequency and field mapping to match the specific needs of each sales team.

## What syncs

- Connect Priority Quotes to Close CRM Opportunities
- Sync Priority Customers to Close CRM Organizations
- Display Priority AR Invoices in Close CRM
- Access Priority Parts and Inventory from Close CRM
- Export Close CRM Opportunities as Priority Sales Orders
- Sync Priority Sales Orders and Status Updates to Close CRM

## Why Commercient

### Quote-to-order workflow

Connect Close CRM Quotes to Priority Sales Orders so sales quotes approved in the CRM can create ERP orders and trigger fulfilment without re-entry.

### Account health monitoring

Sync Priority payment status, open Sales Orders and credit data to Close CRM so account managers can flag at-risk accounts and prioritise renewals based on financial history.

### New customer onboarding

Connect Close CRM new Organizations to Priority Customers so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

### Pricing and discount visibility

Sync Priority Price Lists to Close CRM so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

## About Priority

Priority is an ERP system for mid-size businesses in manufacturing, distribution and services, managing financials, inventory, production, purchasing and CRM.

## About Close CRM

Close CRM is a sales-focused CRM for inside sales teams, managing leads, contacts, calls, emails, sequences and deal pipelines in one platform.

## Frequently asked questions

### What happens if a customer already exists in both Priority and Close CRM?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.

### What data can Commercient connect between Priority and Close CRM?

Commercient can synchronise key Priority ERP data with Close CRM, such as Customers, Customer Contacts, Parts, Inventory, Sales Orders, AR Invoices and Customer Payments. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Priority Customers sync into Close CRM Organizations and Contacts?

Yes, Commercient can sync Priority Customers into Close CRM as Organizations and Contacts. This gives sales teams access to ERP account data from inside the CRM. Exact field mapping and sync frequency are configured per project.

### Can Close CRM Opportunities be connected back to Priority as Sales Orders?

Commercient can support connecting Close CRM Opportunities back to Priority as Sales Orders when included in the integration scope. This allows approved CRM deals to flow into ERP fulfilment workflows. Two-way sync capability depends on project configuration.

### How often does the Priority and Close CRM sync run?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time and scheduled batch options are available depending on system capabilities and project scope.