How a Northwest Construction Supplier Unified Sales Data with Integrate IQ

With their success dependent on efficiency, a critical disconnect was holding them back. Their on-premise ERP and HubSpot CRM operated in separate silos, creating two versions of the truth. This forced the sales team into manual data entry, which slowed down sales and undermined growth.

Key Results

Client

Mid-sized construction supplier with ten locations across the Northwest U.S.

Challenge

Sales data siloed between Epicor BisTrack (ERP) and HubSpot (CRM)

Pain Points

Deals created in one system didn’t appear in the other
Inconsistent customer and product data
Poor visibility into sales activity and inventory

Solution

Bi-directional integration between Epicor and HubSpot
Automated sync of companies, contacts, deals, and product data
Secure site-to-site VPN for on-premise connectivity
Comprehensive data cleanup and team training

Results

Complete sales visibility across both platforms
Manual data entry eliminated
Faster, more accurate quoting and forecasting
Improved team communication and customer experience

Impact

Unified data, higher efficiency, and smarter, data-driven decisions.

Takeaway

Contact Integrate IQ to connect your ERP with HubSpot

The Challenge: Two Systems, Two Versions of the Truth

The sales team managed deals through both Epicor BisTrack, an on-premise ERP system, and HubSpot, their CRM. Because the systems weren’t connected, each told a different story.

Deals created in HubSpot didn’t appear in Epicor, disrupting inventory tracking and quoting.

Deals created in Epicor weren’t visible in HubSpot, limiting marketing visibility and follow-up.

Customer data existed in duplicate and often conflicted between systems.

This disconnect slowed down deal cycles and made reporting unreliable.

The Solution: A Bi-Directional Epicor - HubSpot Integration

The company partnered with Integrate IQ, the HubSpot integration specialists, to unify their sales data and eliminate redundancy.

Our team designed and deployed a secure, bi-directional integration between Epicor BisTrack and HubSpot, built to handle on-premise infrastructure through a site-to-site VPN.

Key integration capabilities:

Companies

Customer data automatically syncs between Epicor and HubSpot for a single source of truth.

Contacts

Individual contact records stay current across both systems.

Deals

New deals created in either system appear instantly in the other.

Products

Pricing and availability data are synchronized to ensure accuracy in quotes and proposals.

Companies

Customer data automatically syncs between Epicor and HubSpot for a single source of truth.

Contacts

Individual contact records stay current across both systems.

Deals

New deals created in either system appear instantly in the other.

Products

Pricing and availability data are synchronized to ensure accuracy in quotes and proposals.

The Results: Faster Sales, Smarter Operations

Once live, the integration completely transformed the sales process:

Sales teams gained a unified view of every deal across both systems.

Manual data entry was eliminated, reducing errors and saving hours each week.

Real-time product and pricing data improved quoting speed and accuracy.

Marketing and sales teams worked from the same information, improving communication and customer engagement.

Executives gained accurate reporting and forecasting capabilities inside HubSpot.

Sales teams gained a unified view of every deal across both systems.

Manual data entry was eliminated, reducing errors and saving hours each week.

Real-time product and pricing data improved quoting speed and accuracy.

Marketing and sales teams worked from the same information, improving communication and customer engagement.

Executives gained accurate reporting and forecasting capabilities inside HubSpot.

With their systems now in sync, this construction supplier can focus on growth, not data entry.

Modern Construction Runs on Connected Systems

Whether you use Epicor, Aptean, or another ERP, Integrate IQ connects your on-premise systems to HubSpot to eliminate silos, improve visibility, and boost sales productivity.

Ready to unify your sales and operations?

Contact Integrate IQ for a free integration evaluation.

Schedule a Free Consultation