HubSpot Diamond Solutions Partner
HubSpot & Acumatica Integration: Connect Your CRM to Your ERP
Connect your GTM engine to your financial truth. This integration syncs HubSpot deals, contacts, and companies with your Acumatica ERP, automating the quote-to-cash process.
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Give Your Finance & Ops Teams the GTM Context They Need
Stop making your finance team hunt for customer data. By syncing HubSpot data to Acumatica, you give your back-office teams the context they need to create orders and manage accounts efficiently.
Automate Order Creation: Automatically create a new Acumatica Sales Order (or Customer) the moment a HubSpot deal is marked "Closed Won," eliminating manual data entry.
Maintain a Single Source of Truth: A true bi-directional sync for contact and company data ensures customer records are always identical in both systems, reducing errors.
See the Marketing Origin: Sync the original HubSpot lead source to the Acumatica customer record, so your finance team knows exactly which campaigns are driving new business.
Stop making your finance team hunt for customer data. By syncing HubSpot data to Acumatica, you give your back-office teams the context they need to create orders and manage accounts efficiently.
Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.
Turn Your ERP Data into a Revenue-Driving Asset
Your Acumatica ERP is a goldmine of customer intelligence. This integration pipes that data back into HubSpot, giving your GTM teams the insights they need to upsell, retain, and close.
Prove True Marketing ROI: Sync Acumatica invoice data, payment status, and total revenue back to the HubSpot deal. Finally, prove your marketing ROI on actual collected revenue.
Empower Sales with Financial Data: Give sales reps a card on the HubSpot record showing a customer's real-time Acumatica data, like credit limit, invoice history, and payment status.
Automate Re-engagement: Use Acumatica data (like "Last Order Date" or "Total Revenue") to trigger HubSpot workflows, re-engaging customers who haven't ordered in 90 days.
Sync Your Product Catalog: Sync your Acumatica product catalog, pricing, and inventory levels to the HubSpot Product Library, ensuring your sales team is always quoting accurately.
Your Acumatica ERP is a goldmine of customer intelligence. This integration pipes that data back into HubSpot, giving your GTM teams the insights they need to upsell, retain, and close.
A Flexible Sync Built for Your Business Process
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Standard ERP connectors are rigid. They can't handle your custom Acumatica fields or complex quote-to-cash logic. We build a custom, bi-directional integration that maps to your unique financial and operational workflows, ensuring data integrity.
- Bi-Directional & Uni-Directional Sync: We configure a two-way sync for Customers/Contacts, but a one-way flow for financial data (HubSpot Deal -> Acumatica SO -> Acumatica Invoice -> HubSpot Deal) to protect your financial source of truth.
- Real-time & Scheduled Syncs: Sync new "Closed Won" deals in real-time to create Sales Orders instantly. Run scheduled, nightly syncs to update all customer revenue totals and inventory levels.
- Custom Sync Logic & Triggers: We build the rules you need. Only sync a deal if it passes credit validation. Automatically create a HubSpot ticket if an Acumatica invoice is 30 days past due.
- High-Volume Data Handling: Our integrations are built to handle your entire customer database, product catalog, and years of invoice history without failures or hitting API limits.
Comprehensive Object & Field Mapping
Send CRM data as context and receive AI-generated output back.
HubSpot
Acumatica Cloud
- Contacts
- Companies
- Deals
- Products / Line Items
- Custom Object (Invoices)
- Owners
- Tickets
- Contacts / Customer Contacts
- Customers / Vendors
- Sales Orders / Opportunities
- Stock Items / Non-Stock Items
- Invoices / Memos
- Salespersons / Business Account
- Cases
- Contacts Contacts / Customer Contacts
- Companies Customers / Vendors
- Deals Sales Orders / Opportunities
- Products / Line Items Stock Items / Non-Stock Items
- Custom Object (Invoices) Invoices / Memos
- Owners Salespersons / Business Account
- Tickets Cases
Transparent, Project-Based Pricing
No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.
A failed integration is more than a technical problem: it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and “messy data” that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
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Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That’s how we maintain a 98.5% customer retention rate.
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We’re a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'
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Frequently Asked Questions
Native connectors are great for basic syncs. Our custom solution handles complex logic, custom fields, and multi-entity business processes, like mapping HubSpot line items to multiple Acumatica GL accounts.
Yes. When a deal is "Closed Won," we automatically create a new Sales Order in Acumatica, mapping all contacts, line items, and custom properties, which kicks off your fulfillment process.
Yes. We sync invoice status and payment data from Acumatica to a custom object (or a card) on the HubSpot company record, giving your sales team full financial visibility before they call.
We configure a one-way sync from your Acumatica product catalog (the source of truth) to the HubSpot Product Library, including real-time inventory levels, so your sales team never quotes an out-of-stock item.
See What a True Quote-to-Cash Pipeline Looks Like
Ready to stop the manual data entry and connect your GTM engine to your financial truth? Schedule a free discovery call. We'll map out your data flow and show you exactly how to automate your lead-to-revenue process.
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