CRM · ERP integration

HubSpot ERP integration

HubSpot ERP integration from closed-won deal to sales order and invoice.
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HubSpot and your ERP

HubSpot runs the sales pipeline for many Australian businesses, but orders, invoices and payments live in an ERP. SyncBricks connects HubSpot to ERPNext, Business Central, NetSuite and other ERPs so a won deal becomes an order without re-keying, and sales can see invoice and payment status without logging into finance systems.

HubSpot is a CRM platform covering marketing, sales and service. Companies, contacts, deals, products, line items and quotes are all available through its API and webhooks. That makes it practical to hand a won deal to an ERP for fulfilment and billing, and to bring order, invoice and payment information back to the CRM record.

Why integrate HubSpot with your ERP

The gap between sales and finance usually shows up as a closed deal that someone re-types into the ERP, customer details that differ between systems, and sales staff asking accounts whether an invoice has been paid. Integrating HubSpot with the ERP closes that gap, once it is agreed which system owns customers, products and prices.

The design work sits inside our process mapping and ERP integration services: agree which system owns each record first, then build.

Integration patterns we build

Closed-won deal to ERP sales order

When a deal moves to closed won, the company, contacts and line items are sent to the ERP as a customer and sales order, ready for fulfilment or project set-up.

Products and prices from the ERP

The ERP is kept as the product and price list master, and HubSpot's product library is updated from it so quotes use current items and prices.

Invoice and payment status to HubSpot

Invoice numbers, amounts due and payment status are written back to the HubSpot company or deal, so sales can see what is outstanding.

Customer record matching

Companies are matched between HubSpot and the ERP on ABN, domain or a shared ID, with possible duplicates sent for review instead of created automatically.

How data moves

Events that start a sync

  • Deal stage changed to closed won
  • Company or contact created or updated
  • Product or price changed in the ERP
  • Invoice submitted in the ERP
  • Payment received
  • Scheduled sync of account status

Records created or updated

  • Create customers and contacts in the ERP
  • Create sales orders or projects from deal line items
  • Update HubSpot products and prices
  • Write invoice and payment status to deals and companies
  • Create tasks for account managers on overdue accounts
  • Log mismatches for review

Who asks us for HubSpot integration

  • B2B businesses where sales quotes in HubSpot and operations deliver from the ERP.
  • Professional services firms turning won deals into ERP projects.
  • Wholesalers giving reps visibility of customer orders and overdue invoices.

Access, credentials and audit trail

HubSpot integrations use a private app or OAuth with only the scopes required. Credentials are stored in a secrets store and never in workflow definitions. Changes made by the integration are logged with references to both systems, and personal information is only copied where the receiving system genuinely needs it.

FAQ

HubSpot integration questions

Do I need HubSpot Enterprise?

No. Most ERP integrations work on HubSpot Professional or Starter, because they rely on the standard API. Some features, such as custom objects, need higher tiers, and we will tell you during discovery if your design depends on one.

Which system should own customers and products?

Commonly HubSpot owns prospects and contacts, and the ERP owns customers once they trade, along with products, prices and credit terms. We agree this during process mapping and set the sync direction for each field, so sales and finance are not overwriting each other's changes.

Does this replace HubSpot workflows?

No. HubSpot workflows remain the right tool for marketing and sales automation inside HubSpot. The ERP integration handles the hand-off between HubSpot and the ERP, using native connectors, middleware or a custom integration depending on the ERP and your requirements.

Related

Planning a HubSpot integration?

Tell us which systems you run and where data is being re-keyed. We will tell you plainly what an integration would involve.

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