What is the HubSpot + Epicor Integration?
Connect HubSpot with Epicor ERP for manufacturing and distribution CRM to ERP sync. Proven ROI builds custom integrations between HubSpot and Epicor using native APIs, custom middleware, and real time data synchronization. Our in house engineering team designs each integration around your specific data requirements and business processes. Proven ROI is a top 10 rated digital marketing agency headquartered in Austin, Texas, serving 500+ organizations across all 50 US states with a 97% client retention rate and $345M+ in influenced revenue.
HubSpot + Epicor Integration
Connect HubSpot with Epicor ERP for manufacturing and distribution CRM to ERP sync. Proven ROI builds custom integrations between HubSpot and Epicor using native APIs, custom middleware, and real time data synchronization. Our in house engineering team designs each integration around your specific data requirements and business processes.
How we help
A real partnership, built around your data
Every HubSpot + Epicor engagement starts the same way, with us listening. Before we recommend a sync rule, middleware pattern, or custom object mapping, we want to understand your team, your data, and the outcomes that matter most to you.
From there, we design an integration architecture built specifically for where you are today. No off the shelf templates forced onto your business. Just honest scoping, transparent build cycles, and steady delivery alongside your team.
We measure our work by how reliably your systems talk to each other, not by how much custom code we ship.
Sound familiar?
The patterns we see every day
Most teams running HubSpot alongside Epicor hit the same handful of problems. If any of these sound like your situation, you’re in good company, and it’s something we help teams work through every day.
- Financial data disconnected from CRM customer records
- Manual reconciliation between accounting and sales systems
- No visibility into customer payment status within the CRM
- Invoice and order data requiring manual exports between platforms
- Revenue attribution gaps between marketing spend and financial outcomes
How we work
What working with us actually looks like
Every HubSpot + Epicor build is different, but the rhythm is the same. Here’s how we move from first conversation to a connected stack, with your team in the loop the whole way.
Invoice and Payment Sync
Automatic synchronization of invoices, payments, and financial records between HubSpot and your accounting platform.
Revenue Attribution Pipeline
Connect marketing campaigns in HubSpot directly to financial outcomes for accurate ROI measurement.
Customer Financial Health View
Surface payment history, outstanding balances, and account status directly within HubSpot contact records.
Automated Order to Deal Mapping
Map orders and transactions to HubSpot deals for complete lifecycle visibility from lead to revenue.
What you can expect
Clear communication. Steady progress. No surprises.
Real time financial data visible in HubSpot CRM
Elimination of manual data reconciliation
Accurate marketing to revenue attribution
Automated invoice and payment status tracking
Complete customer lifecycle from lead to payment
FAQ
Frequently asked questions
Yes. Proven ROI builds real time API integrations that sync data between platforms as events occur, not on a delayed schedule.
No. The integration enhances your existing workflows by connecting financial data to your CRM. Your accounting team continues using Epicor as normal.
Proven ROI follows industry standard security practices for all integrations, including encrypted data transfer and least privilege API access.
Yes. Custom field mapping is a core part of every integration Proven ROI builds. We map your specific data requirements between both platforms.
Yes. Integration monitoring, optimization, and support are included as part of our client engagements.
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