Unlock your ERP transactional data directly inside HubSpot with zero upfront costs.

Stop letting your valuable post-sale data sit locked away in your ERP. The HubSpot & Acumatica Smart Start Integration bridges the gap between your back-of-house operations and your front-of-house growth teams. By seamlessly syncing customers, contacts, and financial transactions from Acumatica into HubSpot, your sales, marketing, and support teams gain a single, accurate source of truth.

Previously, complex ERP integrations required heavy setup costs. Thanks to recent advancements in our technology, we are proud to offer this robust package with $0 implementation fees and a predictable, flat monthly subscription.

Key Benefits

• Powerful HubSpot Reporting: Sync real financial and transactional data directly into HubSpot to build deep, accurate dashboards and lifecycle reports.

• Automated Post-Sale Support: Instantly trigger onboarding sequences, customer service tickets, or feedback loops the moment an order is processed.

• Targeted Transactional Marketing: Use actual purchase history and specific product line items to run highly personalized upsell, cross-sell, and replenishment campaigns.

• Eliminate Manual Data Entry: Say goodbye to manually copying customer details or order numbers between systems.

What You Get (Data Sync Mapping)

The Smart Start package is optimized out-of-the-box to sync your core operational data:

• Companies & Customers: Seamless 2-way sync between HubSpot Companies and Acumatica Customers.

• Contacts: Seamless 2-way sync between HubSpot Contacts and Acumatica Contacts.

• Sales Orders to Deals: 1-way sync that automatically brings Acumatica Sales Orders into HubSpot as Deals.

• Sales Order Line Items: 1-way sync ensuring individual product line items from the order populate perfectly in HubSpot.

Real-Life Internal Workflow Example

Here is how this data-driven integration transforms a typical business day for your team:

1. The Order: A customer places an order, and the finance team processes it as a Sales Order inside Acumatica.

2. The Automation: The integration instantly takes over. It matches or updates the customer's profile via the 2-way sync, and automatically creates or updates a corresponding Deal and its specific Line Items directly in HubSpot.

3. Smart Marketing & Support Triggered:

   • Because HubSpot now knows exactly what products were purchased (via the synced Line Items), your marketing engine automatically enrolls the customer into a tailored "How-to-use Product X" email campaign.

   • Simultaneously, your customer service team sees a "Post-Sale Check-in" task automatically generated in HubSpot, scheduled for two weeks from the order date.

4. Data-Driven Decisions: Your leadership team opens their HubSpot dashboard and views real-time revenue reports, average order values, and product performance metrics—all fueled by verified ERP data.