FlowbirdHubSpot
CASE STUDY · CRM AND ERP, CONNECTED
ERP, QUOTING AND CRM INTEGRATION

Gearbox quotes built in the ERP, sent from HubSpot.

Flowbird connected a UK gearbox manufacturer's in-house ERP and quoting system to HubSpot, so a sales engineer configures a gearbox on the deal and the quote appears in HubSpot, ready to send.

✦
On the dealThe quoting system opens inside each HubSpot deal
✦
Every specRatio, torque, frame and options on the quote lines
✦
Both waysHubSpot changes sent back to the ERP
✦
Audited2 critical and 5 high security issues fixed
UK gearbox manufacturer
In-house ERP and quoting system · HubSpot
HubSpot
THE SOLUTION

Configure the gearbox on the deal, send the quote from HubSpot.

A card on every HubSpot deal opens the manufacturer's own quoting system, already knowing which deal it belongs to. When the quote is saved, it is created in HubSpot against that deal, with each line item carrying the full specification.

✓The quoting system embedded in each HubSpot deal
✓Quotes created in HubSpot with the full gearbox specification
✓Optional extras added as their own quote lines
✓A HubSpot quote template matching the manufacturer's own
HubSpot dealSales
⇄
In-house ERPConfigure and price
→
HubSpot quoteReady to send
FROM DEAL TO SENT QUOTE
Deal opened→Gearbox configured→Quote created→Lines added→Quote sent

KEY OUTCOMES

✦Quotes without re-keying
✦Specs on every quote
✦CRM and ERP in step
✦A safer in-house system
OUR APPROACH
1Embed

Build a HubSpot card that opens the quoting system on the deal and hands it the deal's ID.

2Map

Create custom line item properties in HubSpot for every specification the quoting system produces.

3Present

Rebuild the manufacturer's quote layout as a HubSpot quote template, so quotes look as they always have.

4Secure

Send deal, company and contact changes back to the ERP, and audit the in-house system's security with its developer.

THE RESULTS
✦One placeTo quote and sellSales engineers configure and quote without leaving the deal.
✦CompleteQuotesEvery quote line carries the gearbox's ratio, torque, frame and options.
✦In stepCRM and ERPDeal, company and contact changes in HubSpot reach the ERP.
✦FixedSecurity issuesAll critical and high-severity findings from the audit were resolved.
THE LASTING VALUE

An engineer's quote and a salesperson's deal, in the same place.

A Flowbird case study for a UK gearbox manufacturer whose name is not published.

FlowbirdHubSpot
Flowbird
Flowbird · CRM and ERP, connected

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