HubSpot Diamond Solutions Partner
HubSpot & Sana Commerce Integration: Drive B2B Revenue with ERP-Integrated Data
Connect your ERP-powered webstore directly to your CRM. We sync complex B2B order history, real-time pricing tiers, and buyer behavior from Sana to HubSpot, enabling smarter segmentation and automated re-order campaigns without manual data entry.
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Empowering Your E-Commerce & Sales Teams
Running a B2B webstore requires more than just a shopping cart; it requires deep ERP integration. This integration ensures that the rich data residing in Sana (and your ERP) helps your sales team close deals rather than just sitting in a silo.
Recovered Revenue: Automatically trigger HubSpot workflows when a logged-in B2B buyer abandons a cart in Sana, utilizing real-time ERP pricing in the email.
Adoption Tracking: See exactly which customers are using the self-service portal and which accounts need a personal walkthrough to get started.
Unified Account View: Give sales reps visibility into online versus offline orders, helping them understand total account health.
Running a B2B webstore requires more than just a shopping cart; it requires deep ERP integration. This integration ensures that the rich data residing in Sana (and your ERP) helps your sales team close deals rather than just sitting in a silo.
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.
Unlocking Customer Intelligence in HubSpot
Transform HubSpot into a B2B growth engine. By syncing transactional data from Sana, you allow marketing to build campaigns based on what customers actually buy, not just what they click on in an email.
Smart Segmentation: Create active lists based on SKU categories purchased or "Last Order Date" to drive precise cross-sell or replenishment campaigns.
Automated Quoting: Sync Sana quotes directly to HubSpot Deals, giving sales reps immediate insight into potential pipeline generated online.
Churn Prevention: Trigger alerts to account managers when a regular B2B buyer stops ordering through the portal for a set period.
Transform HubSpot into a B2B growth engine. By syncing transactional data from Sana, you allow marketing to build campaigns based on what customers actually buy, not just what they click on in an email.
Flexible Data Sync Architecture
Sana Commerce is unique because it lives inside your ERP. Our integration respects that architecture, ensuring that data flowing into HubSpot is accurate, validated, and aligned with your backend financial systems.
Built for Your Business Process
Standard, out-of-the-box connectors are built for simple, one-way data pushes. They can't handle the dynamic, tag-based segmentation or eCommerce functions of Sana Commerce. We build your integration around your specific automations, mapping custom fields and product data bi-directionally.
- Bi-Directional & Uni-Directional Sync: Push new leads from HubSpot to Sana as prospective trade accounts, or pull order history back to HubSpot companies.
- Real-time & Scheduled Syncs: Trigger immediate abandoned cart alerts for high-intent buyers, while scheduling bulk product/order syncs for off-peak hours.
- Custom Sync Logic & Triggers: Only sync orders that have passed credit checks in the ERP to ensure your marketing data reflects actual revenue.
- High-Volume Data Handling: Robustly process thousands of line items and historical orders during the initial sync without timing out.
Comprehensive Object & Field Mapping
We map your CRM architecture directly to your B2B commerce hierarchy.
HubSpot
Sana Commerce
- Deals
- Companies
- Contacts
- Products
- Line Items
- Web Orders / Quotes
- B2B Customers / Debtors
- Shop Accounts / Contacts
- ERP Items / SKUs
- Order Lines
- Deals Web Orders / Quotes
- Companies B2B Customers / Debtors
- Contacts Shop Accounts / Contacts
- Products ERP Items / SKUs
- Line Items Order Lines
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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Frequently Asked Questions
Yes. While the calculation happens in your ERP/Sana, we sync the final transactional price to HubSpot deals and line items, ensuring your CRM reporting matches your invoices.
Yes. We capture cart contents for logged-in users and push this to HubSpot, enabling you to send hyper-personalized recovery emails that include the specific products and account pricing.
We can script a historical load to pull past orders from Sana (and your ERP) into HubSpot, giving you immediate value for RFM analysis and reporting.
Indirectly. Since Sana sits inside your ERP (like Dynamics or SAP), the data we pull from Sana is effectively validated ERP data, bridging the gap between Finance and Sales.
Ready to Connect Your ERP to Your Marketing?
Your B2B portal is a goldmine of data. Don't let it sit isolated from your revenue strategy. Let's connect your systems and drive smarter growth.
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