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Using a custom ERP and HubSpot? Let's integrate them to bring clarity to your customer journey, streamline workflows, and eliminate inefficiencies—so your revenue engine runs smarter, not harder.

Here's everything we solve for, when we integrate your custom ERP and HubSpot:

  • Disjointed Sales & Operations

    • Sales teams use HubSpot, while operations and finance rely on ERP systems, creating misalignment.
    • Sync sales, marketing, and operational data between ERP and HubSpot to create a unified system. 

  • Manual Data Transfers

    • Data is manually transferred between ERP and HubSpot, leading to inefficiencies.
    • Automate two-way data sync, ensuring real-time updates across both platforms

  • Slow Order Fulfillment

    • Sales reps lack real-time insights into order fulfillment status, causing customer dissatisfaction.
    • Enable HubSpot to show order fulfillment status from the ERP, improving sales communication.

  • Lack of Financial Visibility

    • Finance teams have incomplete financial data in HubSpot, leading to forecasting issues.
    • Sync financial transactions from ERP to HubSpot for better forecasting and reporting.

  • Inventory & Supply Chain Inefficiencies

    • Inventory levels aren’t visible to sales teams, leading to stock shortages or overstocking.
    • Provide real-time inventory insights in HubSpot for accurate sales planning.

HubSpot & ERP Integration: Objects & Syncing

ERP Object
HubSpot Object
Sync Type
Notes
Customers (Accounts)
Companies
Two-Way Sync
Syncs company details, industry, revenue, and account owner.
Contacts
Contacts
Two-Way Sync
Ensures contact details stay updated in both systems.
Leads
Contacts or Leads
One-Way Sync (ERP → HubSpot)
ERP leads can sync as contacts or deals in HubSpot.
Opportunities
Deals
Two-Way Sync
Maps ERP opportunities to HubSpot deals for pipeline tracking.
Quotes & Sales Orders
Deals or Custom Object
One-Way Sync (ERP → HubSpot)
Orders from ERP can be linked to HubSpot deals or stored as custom objects.
Invoices
Custom Object
One-Way Sync (QuickBooks → HubSpot)
Invoices require a custom object in HubSpot for tracking payments.
Products & Pricing
Products
One-Way Sync (ERP → HubSpot)
Syncs ERP product catalog into HubSpot for sales teams.
Payments & Transactions
Custom Object
One-Way Sync (ERP → HubSpot)
Tracks financial transactions and payments inside HubSpot.
Inventory & Shipments
Custom Object
One-Way Sync (ERP → HubSpot)
Helps sales teams track real-time stock levels and deliveries.
ERP Object
Customers (Accounts)
HubSpot Object
Companies
Sync Type
Two-Way Sync
Notes
Syncs company details, industry, revenue, and account owner.
ERP Object
Contacts
HubSpot Object
Contacts
Sync Type
Two-Way Sync
Notes
Ensures contact details stay updated in both systems.
ERP Object
Leads
HubSpot Object
Contacts or Leads
Sync Type
One-Way Sync (ERP → HubSpot)
Notes
ERP leads can sync as contacts or deals in HubSpot.
ERP Object
Opportunities
HubSpot Object
Deals
Sync Type
Two-Way Sync
Notes
Maps ERP opportunities to HubSpot deals for pipeline tracking.
ERP Object
Quotes & Sales Orders
HubSpot Object
Deals or Custom Object
Sync Type
One-Way Sync (ERP → HubSpot)
Notes
Orders from ERP can be linked to HubSpot deals or stored as custom objects.
ERP Object
Invoices
HubSpot Object
Custom Object
Sync Type
One-Way Sync (QuickBooks → HubSpot)
Notes
Invoices require a custom object in HubSpot for tracking payments.
ERP Object
Products & Pricing
HubSpot Object
Products
Sync Type
One-Way Sync (ERP → HubSpot)
Notes
Syncs ERP product catalog into HubSpot for sales teams.
ERP Object
Payments & Transactions
HubSpot Object
Custom Object
Sync Type
One-Way Sync (ERP → HubSpot)
Notes
Tracks financial transactions and payments inside HubSpot.
ERP Object
Inventory & Shipments
HubSpot Object
Custom Object
Sync Type
One-Way Sync (ERP → HubSpot)
Notes
Helps sales teams track real-time stock levels and deliveries.
Speak to our integrations expert

HubSpot & ERP Sync: Benefits & Use Cases

360° Customer View
360° Customer Visibility

Sales, marketing, and finance teams access real-time customer, order, and financial data in HubSpot.

Automated Lead-to-Cash Process
Automated Lead-to-Cash Process

Leads in HubSpot reflect as customers in your ERP, triggering order and invoice generation.

Improved Sales Forecasting
Faster Sales Cycles

Sales reps access quote, inventory, and pricing data from ERP directly in HubSpot.

Personalized Marketing Campaigns
Reduced Data Entry & Errors

Eliminate manual data duplication between HubSpot and ERP.

Faster Order Processing
Better Sales Forecasting

Syncing ERP deals, sales orders, and invoices into HubSpot improves pipeline visibility.

Reduced Data Duplication & Errors
Personalized Marketing & Segmentation

HubSpot campaigns leverage ERP purchase history, account status, and lifecycle data.

Customer Support Efficiency
Enhanced Customer Support

HubSpot Service Hub can access ERP order history, invoices, and account details.

Better Sales Team Productivity
Automated Reminders & Follow-ups

Set up HubSpot workflows to remind customers about pending payments, renewals, or upsell opportunities.

Enhanced Financial Reporting
Real-Time Inventory & Pricing Insights

Sync ERP product availability and pricing with HubSpot, ensuring accurate sales quotes.

Stronger Sales & Marketing Alignment
Stronger Sales & Marketing Alignment

Marketing teams track which HubSpot campaigns drive the most revenue in your ERP.

Relatable? We should definitely talk.

All that we’ll cover when we speak:

  • Opportunities to increase the ROI of your HubSpot investment
  • Your current GTM motions and future roadmap
  • Challenges that you face with your overall revenue stack
  • Missed revenue opportunities due to gaps in your funnel
  • What would "wins" look like for you?
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