HubSpot Diamond Solutions Partner
HubSpot and Epicor Integration: Unify Sales, Marketing, and Operations
Eliminate the critical disconnect between your front and back office. Our enterprise-grade integration syncs HubSpot and Epicor to provide a 360-degree view of your customer, from initial lead to final fulfillment.
Get Your Free HubSpot Consultation!
Schedule a complimentary consultation with our ERP integration experts to discover how a seamless connection between HubSpot and Epicor can accelerate your quote-to-cash cycle and unlock new revenue opportunities.
Enhance Your Epicor ERP with a Streamlined Quote-to-Cash Process
Turn your Epicor ERP into a more efficient and powerful operational hub. By automating the flow of clean, accurate data from HubSpot, you can significantly reduce manual data entry, minimize order processing errors, and accelerate your entire revenue cycle. Your operations team can trust the data coming in, and your finance team can bill faster.
Automated Sales Order Creation: Instantly convert "Closed-Won" deals from HubSpot into validated sales orders in Epicor, eliminating manual re-entry and dramatically reducing order processing time.
Maintain a Single Source of Truth: Ensure customer and company master data is perfectly synchronized between HubSpot and Epicor, eradicating duplicate records and costly data-entry errors.
Accelerate the Quoting Process: Allow your sales team to generate faster, more accurate quotes in HubSpot by pulling real-time product, pricing, and ATP (Available to Promise) data directly from Epicor.
Turn your Epicor ERP into a more efficient and powerful operational hub. By automating the flow of clean, accurate data from HubSpot, you can significantly reduce manual data entry, minimize order processing errors, and accelerate your entire revenue cycle. Your operations team can trust the data coming in, and your finance team can bill faster.
Empower Your GTM Teams with Real-Time ERP Data
Stop letting your sales and marketing teams operate in a silo. By enriching HubSpot with critical operational and financial data from Epicor, you provide your Go-to-Market (GTM) teams with the real-time insights they need to sell more intelligently, market more effectively, and serve customers better.
Create a 360-Degree Customer View: Provide your sales and service teams with a complete customer picture inside HubSpot, including their Epicor order history, invoice status, credit limits, and shipment details.
Sell with Unprecedented Confidence: Give sales reps real-time visibility into Epicor inventory levels directly on the HubSpot deal record, allowing them to confirm stock and prevent selling items that are unavailable.
Execute Data-Driven Marketing: Segment your HubSpot contact lists based on actual Epicor purchase history. Run highly targeted campaigns to cross-sell related products, launch new items to relevant buyers, or re-engage dormant accounts.
Stop letting your sales and marketing teams operate in a silo. By enriching HubSpot with critical operational and financial data from Epicor, you provide your Go-to-Market (GTM) teams with the real-time insights they need to sell more intelligently, market more effectively, and serve customers better.
An Enterprise-Grade Sync Architecture for Your Core Business Systems
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Manufacturers and distributors have complex, mission-critical workflows that off-the-shelf connectors can't handle. Our integration is built to adapt to your specific processes for quoting, order fulfillment, and billing, ensuring a seamless and reliable data flow that you can trust.
- Bi-Directional & Uni-Directional Sync: Keep customer master data perfectly aligned with a bi-directional sync, while using a secure, one-way flow for transactional data like sales orders and invoices.
- Real-time & Scheduled Syncs: Use real-time updates for critical data like inventory checks and sales order creation, while running scheduled, high-volume syncs for historical order data and financial records.
- Custom Sync Logic & Triggers: Implement rules that match your workflow. For example, automatically create a sales order in Epicor only after a HubSpot deal is moved to a "Contract Signed" stage and passes a data validation check.
- High-Volume Data Handling: Our architecture is engineered for enterprise scale, reliably processing millions of records, from product SKUs to historical sales orders, without compromising performance.
Comprehensive Object & Field Mapping
We connect the core objects of your GTM and operational systems to create a truly unified view of your business, from prospect to payment.
HubSpot
Epicor
- Contacts
- Companies
- Deals
- Custom Objects
- Leads/Contacts
- Accounts
- Opportunities
- Custom Objects
- Contacts Leads/Contacts
- Companies Accounts
- Deals Opportunities
- Custom Objects Custom Objects
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.
Pragmatic Innovation
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.
The Expert You Call
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.'
Trusted by High-Growth Companies
See why leaders at scaling companies partner with Integrate IQ's experts.
Frequently Asked Questions
Custom-built integrations are expensive to develop, brittle to maintain, and require dedicated internal resources. Our managed integration platform provides the flexibility of a custom solution with the reliability, security, and scalability of an enterprise-grade product, all at a lower total cost of ownership.
Yes. We can sync inventory data for your products from Epicor and make it visible directly within the HubSpot deal or quote object. This allows sales reps to confirm stock availability in real-time, preventing the sale of backordered items and improving customer satisfaction.
Absolutely. Our implementation process includes a full historical data sync of your customer master file and sales order history. This immediately provides your sales, marketing, and service teams in HubSpot with a complete historical context for every single account.
Yes, this is a primary function of the integration. We can configure a workflow where a "Closed-Won" deal in HubSpot automatically triggers the creation of a corresponding sales order in Epicor with all the correct customer information, part numbers, quantities, and pricing, initiating the fulfillment process instantly and without manual intervention.
