Platforms

HubSpot Integrations with Sage, Xero and Your ERP

Your orders, quotes and account history live in your ERP or accounts system. Your sales team works in HubSpot. We connect the two, so sales sees what every customer buys without asking finance. We don't replace your ERP; we make HubSpot work with it.

Your orders, quotes and account history live in your ERP or accounts system. Your sales team works in HubSpot. We connect the two, so sales sees what every customer buys without asking finance. We don't replace your ERP; we make HubSpot work with it.

What sales can see in HubSpot.

  • Customers and accounts, matched so each one is written once
  • Sales orders and line items, with product codes and descriptions
  • Quotes, on the customer record
  • Delivery addresses and account details
  • Invoices and payments, where your process needs them

Most information moves one way, from your ERP into HubSpot. Where it helps, customer and contact details stay in step both ways.

Systems we've connected to HubSpot.

Already connected by Flowbird: Sage 200, Sage 50, Xero, Tharstern print MIS, Knack quoting.

Also possible where the system offers an API: QuickBooks, Business Central, NetSuite, Odoo, Shopify, WooCommerce, HaloPSA, Simpro, BigChange, CloudTalk, Aircall.

Using Xero? Your CRM should see your invoices.

Connect HubSpot to Xero and sales sees invoice and payment history on every account. Finance keeps working in Xero exactly as now.

On Sage 200 or Sage 50? Keep it. Connect it.

We've connected HubSpot to both, including Sage 200 running on your own servers.

Moving from Sage CRM?

How it works.

  1. Agree the records: which information moves, which system owns each field, and what happens when a customer, quote or order changes.
  2. Match and clean: customer records are matched and cleaned before anything syncs.
  3. Build and test: the connection is built and tested against what a successful test must show.
  4. Monitor it: someone knows when a connection stops, and fixes it.

The engineers who scope your connection are the ones who build it, and they stay on as Your CRM Team.

What we've connected.

  • UK distribution business: Sales order detail in HubSpot, from Sage 200. Line items, product codes, descriptions and delivery addresses appear in HubSpot, supported since go live.
  • UK print and labels group: Print estimates in HubSpot within minutes. New estimates and their attachments arrive from the on premises Tharstern system every minute of the working day.
  • UK business on Sage 50: Sage 50 orders in HubSpot every three hours, matched to the right company and deal.
  • Waste management and recycling business: Quoting connected to customer records, so quotes link to the right customer sites.

HubSpot integrations, answered.

Which systems can you connect to HubSpot?

We've connected HubSpot to Sage 200, Sage 50, Xero, the Tharstern print MIS and Knack quoting applications. Other systems can be connected where they offer an API or database access; the discovery call establishes what yours exposes.

Does HubSpot integrate with Xero?

Yes. We connect HubSpot to Xero so invoice and payment history appears on each customer record.

Can HubSpot connect to Sage 200 on our own servers?

Yes. On premises systems can be connected through a secure connection, as we've done for Sage 200.

What is the best CRM for Xero users?

For businesses that want sales, marketing and service in one place, HubSpot connected to Xero works well. We'll tell you honestly if something else suits you better.

Will it work both ways?

It depends on the agreed scope. Most information moves from the ERP into HubSpot; customer and contact details can stay in step both ways where that helps.

Can you improve an existing integration?

Yes. We've extended existing integrations rather than starting again.

What happens if a connection stops?

We monitor it, so someone knows when it stops and it gets fixed.

How much does it cost?

It starts with a free discovery call. The CRM & ERP Opportunity Audit (£750 + VAT, two weeks) shows what's worth connecting first. Build costs are quoted after scoping.

Related pages

Tell us what needs to connect.

Book a free call. Tell us which system you run and the process causing problems, and we'll tell you honestly what it would take.

Tell us what needs to connect