HubSpot Diamond Solutions Partner
HubSpot & Infor ERP Integration: Align Your GTM and Operations Teams
Connect your HubSpot CRM and Infor ERP systems to create a single source of truth for customer data. Automate the entire order-to-cash lifecycle and empower your teams with complete operational visibility.
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Schedule a discovery call with our integration experts to see how a seamless connection between HubSpot and Infor ERP can drive efficiency and accelerate growth for your business.
Power Your Operations with Accurate GTM Data
Eliminate the disconnect between your commercial and operational teams. By feeding real-time sales pipeline and customer data from HubSpot directly into Infor ERP, you provide your finance, supply chain, and operations teams with the accurate information they need for demand planning, inventory management, and financial reconciliation.
Streamlined Order Processing: Automatically convert closed-won HubSpot deals into sales orders in Infor ERP, reducing manual entry and fulfillment delays.
Accurate Demand Forecasting: Give your supply chain team direct visibility into the sales pipeline to improve inventory forecasting and production planning.
Faster Financial Reconciliation: Ensure consistency between sales records and financial entries, simplifying your month-end close and reducing errors.
Eliminate the disconnect between your commercial and operational teams. By feeding real-time sales pipeline and customer data from HubSpot directly into Infor ERP, you provide your finance, supply chain, and operations teams with the accurate information they need for demand planning, inventory management, and financial reconciliation.
Unlock a 360-Degree Customer View in HubSpot
Enrich your HubSpot CRM with critical operational and financial data from Infor ERP. This integration gives your sales, marketing, and service teams a complete view of the customer, from order history and credit status to inventory levels. Equip your teams to have smarter conversations, identify upsell opportunities, and provide proactive support.
Complete Order History Visibility: Give sales and service teams access to customer order status, shipment information, and invoice history directly on the HubSpot record.
Inventory-Aware Sales Process: Allow sales reps to confirm product availability from Infor ERP data without ever leaving the HubSpot platform.
Targeted Marketing & Upsell Campaigns: Create automated workflows and segments based on purchase history, product lifecycle, and customer lifetime value from ERP data.
Enrich your HubSpot CRM with critical operational and financial data from Infor ERP. This integration gives your sales, marketing, and service teams a complete view of the customer, from order history and credit status to inventory levels. Equip your teams to have smarter conversations, identify upsell opportunities, and provide proactive support.
A Flexible Sync Architecture That Molds to Your Business
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Standard, out-of-the-box connectors force your teams into a rigid data model. Our custom integration is engineered to map the data flow directly to your unique business logic and order-to-cash workflow, ensuring the technology conforms to your process—not the other way around.
- Bi-Directional & Uni-Directional Sync: Control the flow of information precisely between HubSpot and Infor ERP to maintain a single, reliable source of truth.
- Real-time & Scheduled Syncs: Trigger data transfers instantly based on key actions or run batch updates on a schedule that aligns with your operational cadence.
- Custom Sync Logic & Triggers: Define the exact conditions for data synchronization, such as when a deal reaches a specific stage or a customer's credit status changes.
- High-Volume Data Handling: Our architecture is built to manage large-scale data transfers for enterprise-level operations without compromising system performance.
Comprehensive Object & Field Mapping
We ensure seamless data translation between HubSpot and Infor ERP by mapping standard and custom objects and fields for a complete operational picture.
HubSpot
Infor ERP
- Users
- Contacts
- Lists
- Deals
- Products & Line Items
- Quotes
- Users
- Contacts
- Lists
- Sales Orders
- Items & Price Lists
- Quotes / Invoices
- Users Users
- Contacts Contacts
- Lists Lists
- Deals Sales Orders
- Products & Line Items Items & Price Lists
- Quotes Quotes / Invoices
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
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Frequently Asked Questions
Our custom integration can query Infor ERP for inventory data across multiple warehouses or locations and display it within HubSpot. We can configure the logic to show sales reps total available stock or location-specific quantities, ensuring they provide accurate availability and shipping estimates to customers.
Yes. The integration can be designed to automatically generate a formal sales order in Infor ERP as soon as a quote is accepted in HubSpot. This eliminates manual handoffs, reduces the risk of error, and accelerates the fulfillment cycle.
Absolutely. We can perform a one-time historical data sync to populate existing HubSpot company and contact records with past transactional data from Infor ERP. This provides immediate 360-degree visibility for your customer-facing teams.
Standard connectors typically offer basic, pre-set field mappings between a few objects. Our solution is fully customized to your business process. We accommodate custom fields, complex business logic (e.g., sync deals only for certain business units or product lines), and unique workflows that out-of-the-box solutions cannot support.