Customer records kept in step, with far less retyping.

Sage 200 ran the business and HubSpot ran the customer conversations, but neither could see the other, so people kept the two in step by hand. Flowbird joined them without replacing either.

✦

Award winnerAshford Business Awards 2025

✦

Written onceCustomer and company records

✦

On-premisesSage 200, reached securely

✦

Less adminNo retyping between systems

UK distribution business
Erp And Crm Integration

THE SOLUTION

A secure route from Sage 200 into HubSpot.

Sage 200 ran on-premises, so HubSpot could not simply reach into it, and opening the network to the internet was not acceptable. Flowbird built a secure tunnel between the two, and customer and company information now flows from Sage 200 into HubSpot automatically.

✓Both systems kept, neither replaced

✓Customer and company records synchronised automatically

✓Later extended to sales order line items and delivery addresses on HubSpot deals

✓No exporting, and no second login to check a detail

✓Room to grow without the administration growing with it

Sage 200Operational system, on-premises

→

Flowbird TunnelSecure connection

→

HubSpotSales and service

PROJECT OPERATING MODEL

Sage 200 record→Secure tunnel→HubSpot company→Sales team→Service team

KEY OUTCOMES

✦Less Administration

✦Better Data quality

✦More trustworthy Reporting

✦Room to Grow

OUR APPROACH

1Understand

Agree which system is the source of truth for each record, and what was being retyped.

2Keep

Leave Sage 200 and HubSpot doing the jobs they were bought for, rather than replacing either.

3Connect

Build a secure tunnel to the on-premises Sage 200, without opening the network to the internet.

4Synchronise

Bring customer and company records into HubSpot automatically, so each is written once.

THE RESULTS

✦LessAdministrationThe teams stopped maintaining the same customer in two places.

✦BetterData qualityA record written once has fewer chances to go wrong than one retyped twice.

✦TrustedReportingRemoving the manual step removed a whole category of discrepancy between the systems.

✦WinnerInnovation awardCreative, Digital & Innovation Award, Ashford Business Awards 2025.

Innovation of this kind is not measured by how novel the technology is. It is measured by whether the business can do something afterwards that it could not do before.

Sage 200 and HubSpot case study

THE LASTING VALUE

The business gained room to grow without the administration growing at the same rate.

A Flowbird case study for a UK distribution business whose client is not named. For how the connection works, read about Flowbird Tunnel.

All case studies