Platforms
HubSpot Automation and AI, Connected to Your ERP
HubSpot automation takes repetitive work off your team: follow ups, handovers, and moving orders and invoices between systems. We build HubSpot workflows that connect to your ERP or accounts system, and pilot AI agents on one real task before you scale them.
HubSpot automation takes repetitive work off your team: follow ups, handovers, and moving orders and invoices between systems. We build HubSpot workflows that connect to your ERP or accounts system, and pilot AI agents on one real task before you scale them.
What we automate
- Orders and invoices between systems Won deals can be set up to create orders or draft invoices, without retyping.
- Follow ups and reminders Tasks and emails triggered at the right moment, so nothing slips.
- Handovers between teams Sales to operations or service, with everything they need on the record.
- Data kept clean Duplicates caught and records kept consistent automatically.
Try AI on one real task before you scale it.
AI agents can draft replies, summarise accounts and keep records up to date, but only if they can read the right data. We pilot one agent on one real task, measure it, then decide together whether to scale.
How it works
- Free call: where your team loses time today.
- Find the three to five automations worth building first.
- Build and test them in HubSpot, connected to your other systems.
- Monitor them, so someone knows if one stops.
- Keep improving with Your CRM Team
The best automations cross systems.
Most time is lost moving information between HubSpot and the ERP or accounts system. That's where we focus first.
HubSpot connected by Flowbird to Sage 200, Sage 50, Xero, Tharstern print MIS.
Other ERPs can be connected where they offer an API. Your ERP stays exactly as it is.
A reworked HubSpot, a tailored quoting process and automated handovers into service delivery.
Case study · Countrystyle Recycling.
£4.2m growth reported, 1,500+ new customers, 99.7% on time service held.
CRM: HubSpot. Connected to: Knack and Make.
HubSpot automation, answered.
What can HubSpot automate?
Follow ups, tasks, emails, handovers between teams and, once connected, the movement of orders and invoices between HubSpot and your other systems.
Which HubSpot edition do I need for workflows?
Full workflow automation needs a paid edition, with the most options on Professional and above. We'll check what your edition includes.
Can HubSpot create orders or invoices in our accounts system?
Yes, once connected. A won deal can be set up to create a draft invoice or order in the other system, with your references.
What are AI agents in HubSpot?
AI that can carry out tasks such as drafting replies or updating records. They use HubSpot Credits, which are included each month with paid editions.
Should we use AI agents now?
Pilot one on a real task first, measure it, then decide. That avoids paying for AI that doesn't help.
What do you automate first?
The three to five tasks that cost your team the most time, usually where information moves between systems.
Will automation change our ERP?
No. Your ERP stays exactly as it is.
What happens if an automation stops?
We monitor them, so someone knows when one stops and it gets fixed.
Related pages
Where is your team losing time?
Book a free call. We'll find the three to five automations worth building first.