HubSpot Diamond Solutions Partner
HubSpot + SAP Integration: Unify Your CRM and ERP for End-to-End Visibility
Connect your customer-facing teams in HubSpot with your core business operations in SAP. This integration creates a single source of truth for all customer data, automating the quote-to-cash cycle and driving enterprise-wide operational efficiency.
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Streamline Order Management and Finance in SAP
Eradicate the friction and errors inherent in manual order processing and customer data management. By seamlessly converting closed-won deals from HubSpot into validated Sales Orders in your SAP ERP, you can accelerate fulfillment and billing cycles, improve data accuracy, and free your operations team from tedious, error-prone data entry.
Automate the Order-to-Cash Process: Automatically create new Customer Master records and Sales Orders in SAP when a deal is won in HubSpot, eliminating manual handoffs and reducing order processing time.
Ensure Flawless Data Integrity: Validate all HubSpot deal data including products, quantities, and pricing against your SAP Product Master and business rules before an order is created, preventing costly errors downstream.
Maintain a Single Source of Truth: Utilize a robust, bi-directional sync to keep customer account information (addresses, contacts, terms) perfectly consistent between HubSpot and your SAP Customer Master.
Accelerate Revenue Recognition: Drastically reduce the time between a closed deal in your CRM and a processed, billable order in your ERP, leading to a more accurate and predictable financial forecast.
Eradicate the friction and errors inherent in manual order processing and customer data management. By seamlessly converting closed-won deals from HubSpot into validated Sales Orders in your SAP ERP, you can accelerate fulfillment and billing cycles, improve data accuracy, and free your operations team from tedious, error-prone data entry.
Empower Your GTM Teams with ERP Data in HubSpot
Break down the wall between your front and back office. By surfacing critical financial and operational data from SAP directly within the HubSpot interface, you empower your customer-facing teams with a true 360-degree view, enabling them to sell smarter, provide superior service, and build stronger, more profitable relationships.
Provide a 360-Degree Customer View: Give your sales and service teams a complete history of a customer's Sales Orders, Invoices, shipping status, and payment history directly on the HubSpot Company record.
Enable Accurate, Real-Time Quoting: Allow sales reps to generate quotes in HubSpot using the live Product Master, customer-specific pricing tiers, and real-time inventory levels directly from your SAP system.
Mitigate Financial Risk: Proactively manage accounts by making crucial financial data from SAP, such as credit limits and outstanding balances, visible to your sales and success teams within HubSpot before they close a deal or renew a contract.
Fuel Data-Driven Marketing: Build powerful marketing segments and automated campaigns in HubSpot based on a customer's actual purchase history, product categories, and lifetime value data residing in SAP.
Break down the wall between your front and back office. By surfacing critical financial and operational data from SAP directly within the HubSpot interface, you empower your customer-facing teams with a true 360-degree view, enabling them to sell smarter, provide superior service, and build stronger, more profitable relationships.
An Enterprise-Grade Sync for Mission-Critical Systems
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Your quote-to-cash process is unique. Our integration is architected to adapt to your specific business logic, data validation rules, and approval workflows, ensuring a seamless and reliable data flow that supports your operations, not disrupts them.
- Bi-Directional & Uni-Directional Sync: Implement granular control over your data flow, defining which system is the master for every object and field to ensure data integrity.
- Real-time & Scheduled Syncs: Utilize intelligent sync strategies—real-time calls for critical data like inventory checks, and scheduled syncs for large-scale data reconciliation.
- Custom Sync Logic & Triggers: Embed your company’s unique business rules directly into the integration to manage data validation, transformations, and error handling.
- High-Volume Data Handling: Our enterprise-grade architecture is built to reliably process and sync millions of records, scaling to meet the demands of your global business.
Comprehensive Object & Field Mapping
We support the full range of objects essential for automating the quote-to-cash cycle. Our deep mapping capabilities connect your front-office sales activities to your back-office financial and operational data.
HubSpot
SAP
- 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.'
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See why leaders at scaling companies partner with Integrate IQ's experts.
Frequently Asked Questions
Yes. Support for custom configurations is at the core of our solution. We specialize in working with custom fields, tables ("Z-tables"), and specific business logic (BAPIs) to ensure the integration maps perfectly to your unique SAP environment and business processes.
We implement a crucial data validation and governance layer between the two systems. Before any data is written to SAP, it is validated against your established business rules, pricing conditions, and product master data. Any errors are flagged for review, ensuring the integrity of your ERP is always protected.
Absolutely. The integration can be configured to make real-time API calls to SAP when a sales rep is building a quote or deal in HubSpot. This ensures they are always using the most current, accurate pricing and available-to-promise inventory data.
We adhere to enterprise-grade security protocols. We utilize secure methods such as VPNs, IP whitelisting, and secure data gateways to establish a protected and encrypted connection to your SAP environment, whether it's on-premise or in a private cloud.
