Platforms
HubSpot Orders, Stock and Invoices from Your ERP
HubSpot isn't a stock or order management system, and it doesn't need to be. Your ERP or accounts system already holds your orders, stock, prices and invoices. We connect it to HubSpot, so sales see that information on every customer record without leaving the CRM.
HubSpot isn't a stock or order management system, and it doesn't need to be. Your ERP or accounts system already holds your orders, stock, prices and invoices. We connect it to HubSpot, so sales see that information on every customer record without leaving the CRM.
What sales can see in HubSpot.
- Order history on every account What each customer has bought, by product family, and when.
- Stock and price lists Stock and the customer's own prices on the account, so reps quote right first time.
- Invoices and what's overdue Invoice history and open balances, without asking finance.
- Order status Where an order is, without phoning production or the warehouse.
Act on what customers buy.
- Spot customers buying less than last year.
- See who is due to reorder.
- Find product categories a customer hasn't bought from you.
Four steps, in order.
- Agree which system owns each piece of data.
- Match and clean customer records across both systems before anything syncs.
- Build and test the connection, on a schedule or as things change.
- Monitor it, so someone knows if it stops.
Most information moves one way, from your ERP to HubSpot. Your ERP stays the system of record.
The systems you already run.
HubSpot connected by Flowbird to Sage 200, Sage 50, Xero, Tharstern print MIS.
Other systems can be connected where they offer an API.
Customer records kept in step, with far less retyping.
Case study · UK distribution business.
- What was built: A secure connection brings customer and company records from Sage 200 into HubSpot automatically.
- The result: Less administration and better data, because each customer is written once.
CRM: HubSpot. Connected to: Sage 200, on premises.
Orders and stock in HubSpot, answered.
Can HubSpot manage stock?
HubSpot isn't a stock management system. We connect it to the ERP or stock system you already run, so stock levels show inside HubSpot.
Can I see sales orders in HubSpot?
Yes, once HubSpot is connected to your ERP or order system, order history appears on each customer record.
Can HubSpot show invoices from Sage or Xero?
Yes. We've connected HubSpot to Sage 200, Sage 50 and Xero.
Can reps quote from our own price lists?
Yes, when price lists come across from your ERP, quotes can use the right customer prices.
Will this change our ERP?
No. Your ERP stays exactly as it is and remains the system of record.
Does data move both ways?
Most information moves one way, from the ERP to HubSpot. Where it helps, customer and contact details can be kept in step both ways.
What if our system isn't listed?
Other ERPs can be connected where they offer an API. The discovery call establishes what yours can share.
Do we need a new ERP?
No. We're CRM specialists. Your ERP stays with your ERP partner.
Related pages
Want sales to see what customers buy?
Book a free call. We'll look at the systems you run and show you what your reps could see in HubSpot.