HubSpot Diamond Solutions Partner

HubSpot and Epicor Integration: Unify Sales, Marketing, and Operations

Eliminate the critical disconnect between your front and back office with HubSpot Epicor Integration. Our enterprise-grade integration syncs HubSpot and Epicor to provide a 360-degree view of your customer, from initial lead to final fulfillment.

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98.5%

Client Retention

300+

Platforms Integrated

20B+

Fields Synced Annually

HubSpot Diamond Partner

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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.

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.

Kathleen Rush

Manager, Strategic Partner Development Team at HubSpot

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.

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

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.

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.'

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Check Out Our Case Studies

How Integrate IQ Helped an Elder Care Nonprofit Unify Operations with a Salesforce Route4Me Integration

How Integrate IQ Helped a 60-Year Staffing Leader Unify Operations with a HubSpot – Avionté Integration

How a 95-Year Financial Institution Accelerated Loan Processing with Integrate IQ

How a Lawn & Tree Care Leader Unified Systems and Scaled Smarter with Integrate IQ

How a Northwest Construction Supplier Unified Sales Data with Integrate IQ

How a Premium Dog Care Brand Unleashed Growth with Integrate IQ

How a Leading Lawn Care Company Streamlined Operations and Grew Smarter with Integrate IQ

Trusted by Leaders, Proven by Results

Trusted by High-Growth Companies

See why leaders at scaling companies partner with Integrate IQ's experts.

I've been working with Integrate IQ for over 2 years now. We've had several outside systems that we wanted integrated with our HubSpot instance. From project planning and scoping, through build, and after deployment support, the team at Integrate IQ has been exemplary to work with. They've delivered on all commitments, helped established reasonable time frames for deliverables, and kept lines of communication open.

Marohn, M

We've partnered with Integrate IQ for over five years to develop integrations between our complex and not-so-widely-known ERP. They understand HubSpot's strengths, weaknesses and limitations, and are able to easily adapt to our evolving needs. They had an ownership change a few years ago, but that did not impact their expertise/service. We really appreciate our relationship with IIQ and recommend them to anyone looking to embed HubSpot deeper into their organization's systems.

Craychee, A

Integrate IQ has been great to work with! As someone who can be intimidated when things get too technical, they made the process of outlining our integration very approachable and understandable. They're great to work with and built the integration that we asked for, and then continued to work with us to fine-tune the tool over time as we figured out exactly what we needed.

Lauren Little

Integrate has been fantastic to work with. They helped us implement our CRM, design a framework for our pipeline that works perfectly and they built out an integration between HubSpot and Netsuite which allows our data to flow seamlessly. They've been an invaluable partner in our growth.

Whipple, M

We worked with Integrate IQ on a complex integration and now we have a fantastic solution that makes HubSpot work even better!

Ben Donahower

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HubSpot Is the Platform. We Make It Perform

Why Businesses Trust Integrate IQ for a Smarter HubSpot Experience

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.

Ready for a HubSpot Setup That Actually Works?

A successful HubSpot onboarding goes beyond the basics. It's about building a platform that your team loves to use and that drives real growth. Let's build it right, right from the start.

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May 13, 2026