Your ERP, on the customer record.
Orders, invoices, inventory and customer data in step between your ERP and HubSpot, so sales sells what you can deliver and finance trusts the numbers.
A HubSpot ERP integration syncs orders, invoices, inventory and customer data between your ERP and HubSpot. Azend connects them through native apps, middleware or custom APIs.
What leaders measure.
The metrics we instrument in HubSpot. Named, never promised.
One owner for every field.
ERP
HubSpotWhat changes.
Sales calls finance to ask
Order status, stock and overdue invoices live in the ERP. Sales and service work blind.
The record already knows
Orders, invoices and stock where sales and service work. Won deals become sales orders without re-keying.
Three ways to connect.
The simplest pattern that will still hold as volumes and markets grow.
Native apps
HubSpot data sync and Marketplace ERP apps, where the ERP has a connector that fits.
Middleware
For several ERPs or entities, or data that must be reshaped, merged or queued on the way.
Custom API
For in-house or heavily customised ERPs with no connector. Built on HubSpot's APIs and custom objects.
How the data moves.
The ERP stays the system of record for finance. An integration layer checks keys and ownership before anything reaches HubSpot.
ERP
- Customers and billing
- Orders
- Invoices and payments
- Inventory and price lists
Native app, middleware or API
- Matching keys for customers and products
- One owner per field
- Error log and alerts
- Access by role
HubSpot Smart CRM
- Companies and contacts
- Deals and line items
- Invoice status
- Product library
A model, not a result: customers sync two ways, orders and invoices flow to HubSpot, and won deals flow back as sales orders, as agreed with finance and sales.
Governed from day one.
An integration is only as good as the rules behind it.
Matching keys
Customer and product IDs that keep records from duplicating.
Access
Who sees prices, margins and credit terms, set by role.
Monitoring
Sync errors logged, alerted and fixed before teams notice.
Data protection
Personal data handled to each market's law, including cross-border transfers.
Built on HubSpot.
The capabilities this work configures.
Questions.
Which ERPs can connect to HubSpot?
Most can. We confirm the route for your ERP in discovery.
Do we need Data Hub?
For custom field mappings in HubSpot data sync, yes. Whether you need it otherwise depends on the pattern we choose. Licensing
Who maintains the integration after launch?
A managed operations retainer covers changes and fixes after launch. Managed operations
Put finance and sales on one record.
A strategy call maps your ERP, the data that matters and the simplest, lowest-maintenance way to connect it.