Integration / Epicor + HubSpot
Epicor to HubSpot integration for manufacturers.
Your parts, pricing, orders, and invoices live in Epicor. Your pipeline lives in HubSpot. We connect the two so sales, finance, and service stop arguing about whose number is right.
What syncs
Six objects. One revenue record.
SYNC / 01
Customers & contacts
Epicor customer records and ship-tos match HubSpot companies, with no duplicates.
SYNC / 02
Parts & price lists
Reps quote from real part numbers and current pricing, not a stale spreadsheet.
SYNC / 03
Quotes
Quote status and value flow to the HubSpot deal so the forecast reflects what is actually out.
SYNC / 04
Sales orders
Won deals become orders. Order status and promised ship dates show up in HubSpot.
SYNC / 05
Invoices & AR
Open balances and payment history sit on the company record before a rep calls.
SYNC / 06
Service & warranty
Tickets in HubSpot reference the original order, serial, and part from Epicor.
Questions
What Epicor shops ask us first.
What should an Epicor to HubSpot integration actually sync?+
At minimum: customers and contacts, parts and price lists, quotes, sales orders, shipments, and invoices. Most manufacturers also want open AR and order status visible on the HubSpot company record so reps stop emailing accounting.
Which system owns which data?+
Epicor stays the system of record for parts, pricing, orders, and invoices. HubSpot owns leads, deals, activity, and service tickets. We write the ownership map down before any data moves, field by field.
Do quotes start in HubSpot or in Epicor?+
It depends on how complex your configurations are. Simple quotes can start in HubSpot and push to Epicor as orders. Engineered or configured quotes usually start in Epicor and sync back to the HubSpot deal so the forecast stays honest.
Which Epicor versions do you work with?+
Epicor Kinetic (cloud and on-premise), older Epicor ERP 10 installs, and Prophet 21 for distributors. The approach changes with the version and how your instance is hosted.
How long does it take?+
Most Epicor and HubSpot connections run six to twelve weeks from blueprint to go-live, depending on the number of objects, companies, and custom fields involved.
Quote-to-Cash Teardown
Find the gaps in your quote-to-cash flow.
Book a Quote-to-Cash Teardown. Sixty minutes with a senior RevOps lead. You leave with a written map of your current quote-to-cash flow, a prioritized fix list scored by revenue impact, and no obligation. Yours to keep, even if we never work together.
- +60 minutes with a senior RevOps lead, not a closer
- +Written map of your current quote-to-cash flow
- +Prioritized fix list, scored by revenue impact
- +Yours to keep, even if we never engage