HubSpot ERP integration

Close the two-truths, manual-re-entry, and sales-operations gaps.

Three ERP-integration problems HubSpot solves

The ERP and the CRM hold the same customer differently, so neither side fully trusts the other's version of the account.

Orders and customer changes are re-entered by hand between the two systems, and every re-entry is a chance for them to diverge.

Sales works in the CRM and operations works in the ERP, so the two see different pictures of the same customer.

Why do the ERP and CRM hold two versions of the truth?

The integration syncs the shared data between ERP and HubSpot, so a customer, order, or account reads the same in both. The two versions resolve into one. Each system trusts the other.
So when a change is made in either, the other reflects it, and the question of which is right stops being asked.
Two systems holding two truths breeds distrust. Syncing them leaves one version everyone can rely on.

Why do the ERP and CRM hold two versions of the truth?

Why is data re-entered by hand between them?

With the sync running, orders and customer changes pass between the systems automatically, so the manual re-entry stops. The same record is maintained once, and the divergence that came with re-keying ends.
So when an order is created or a customer updated, both systems know, without anyone typing it twice.
Manual re-entry between ERP and CRM is slow and error-prone. Removing it removes the drift.

Why is data re-entered by hand between them?

Why do sales and operations see different pictures?

Because the systems share data, sales and operations work from a consistent view of each customer, even while each uses its own tool. The divide between front and back office narrows.
So when sales promises something, operations sees it, and when operations fulfils, sales knows, because the data flows between them.
A sales-operations divide built on disconnected systems causes friction. A sync between them aligns the two.

Why do sales and operations see different pictures?

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"After choosing HubSpot, we faced a big challenge migrating our existing data, restructuring it to coincide with a new ERP system, and learning how to make the most of HubSpot. Elisa and Martin were the perfect team."

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FAQs

How long does an ERP integration take?

Most run 8 to 14 weeks, depending on the ERP and the data. Weeks 1 to 5 cover architecture: mapping the shared data, the direction of sync, and conflict rules between ERP and HubSpot. Weeks 6 to 10 cover the build and sandbox testing. Weeks 11 to 14 cover go-live and training, so both sides trust the connected systems.

Can HubSpot integrate with our ERP?

In most cases yes, through native apps, middleware, or a custom integration built against the ERP's API where no standard connector fits. Custom objects represent ERP data inside HubSpot so it sits alongside contacts and deals. PYB has connected HubSpot to ERP systems for clients whose front and back office ran apart.

How do you keep ERP and CRM data consistent?

Matching rules tie each record across the two systems, and conflict rules decide how each side resolves a change, so the sync updates rather than duplicates. Error handling flags any failed sync. PYB holds the Custom Integrations Accreditation, the proof of a tested approach to this kind of build.

What HubSpot products does an ERP integration typically need?

Operations Hub Professional, or Enterprise for programmable automation, to run and govern the sync. Sales Hub Professional for the deals and orders. Custom Objects (Enterprise tier) to represent ERP data inside HubSpot. The mix depends on what the ERP and CRM need to share.

Does an ERP integration keep data secure in transit?

HubSpot holds SOC 2 Type II and ISO 27001, and the integration runs over secure, authenticated connections rather than manual exports. PYB adds its own ISO 27001, ISO 9001, and Custom Integrations Accreditation. For connecting the systems that run sales and operations, that is the assurance a data owner needs.