Growtomation is now OneMetric.

Using Sage and HubSpot? Why let data silos slow you down? Integrate them to connect sales, marketing, and finance—automate workflows, sync customer data, and speed up invoicing. 


Here's everything we solve for, when we integrate Sage and HubSpot:

  • Lack of Sales & Finance Alignment

    • Sales teams use HubSpot, while finance teams rely on Sage, leading to poor collaboration and delayed decision-making.
    • Sync customer, deal, and financial data between Sage and HubSpot to align teams and streamline operations.
  • Time-Consuming Invoice Generation

    • Creating invoices manually in Sage from HubSpot deals is time-consuming and prone to errors.
    • Automate invoice creation in Sage when deals close in HubSpot, eliminating manual entry.
  • Duplicate Data Between HubSpot & Sage

    • Customer, deal, and order details are stored in separate systems, causing duplication and inconsistencies.
    • Ensure a single source of truth by syncing customer and transaction data between both platforms.
  • Missed Revenue Opportunities

    • Without clear visibility into customer transactions, upselling and cross-selling opportunities are missed.
    • Provide sales teams with real-time financial data from Sage to identify revenue opportunities.
  • Slow Lead Qualification & Follow-Ups

    • Leads in HubSpot often lack financial qualification insights from Sage, slowing down the sales cycle.
    • Sync financial indicators from Sage into HubSpot to prioritize high-value leads faster.

As HubSpot x Sage integration experts, we map objects contextually, and accurately.

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

Sage & HubSpot 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 Sage, triggering order and invoice generation.

Improved Sales Forecasting
Faster Sales Cycles

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

Personalized Marketing Campaigns
Reduced Data Entry & Errors

Eliminate manual data duplication between HubSpot and Sage.

Faster Order Processing
Better Sales Forecasting

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

Reduced Data Duplication & Errors
Personalized Marketing & Segmentation

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

Enhanced Customer Support
Enhanced Customer Support

HubSpot Service Hub can access Sage 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 Sage product availability and pricing with HubSpot, ensuring accurate sales quotes.

Group (13)
Stronger Sales & Marketing Alignment

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

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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